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Articles tagged "custom" returned 102 results.
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Using your Sage 200 integration
...triggers when the customer field is set to customer 1 or customer 2. Close modal Once the change is saved, the integration will push the account through to SAGE. The...
What’s New in Gold-Vision 8
...options to pin key lists to for individual or team use. Customise based on your role or business needs. New global search function helping you to find what you’re looking...
Exchequer Integration Overview
...integration with Gold-Vision is perfect for you. By integrating both systems, users are provided with a complete view of customers from within Gold-Vision. Save time Turn Gold-Vision projects into Exchequer...
LiveChat Integration Overview
...the ability to track interactions. Display existing customer data Display CRM information directly in your chat window and know more about your customer – see whether they are a lead,...
Google Mapping Integration Overview
...Explore individual sales person’s accounts, your top paying customers, or this month’s leads – all at the click of a button. Route planning Identify which customers or prospects you need...
Portal Overview
...your customers to view, update and create new information related to them pulled directly from Gold-Vision enhancing your customers experience and assisting with customer satisfaction. Our Portal framework uses the...
QuickBooks Online Integration Overview
Close modal Integrating QuickBooks Online with Gold-Vision CRM will enable your users to see vital information with ease, such as customer balances, sales transactions, estimates, and invoices. This is thanks...
Sage 200 Integration Overview
...view of your customers from within Gold-Vision. Standard modules available as part of your integration Create new Sage customer from Gold-Vision account Push Sage customer information to linked Gold-Vision account...
Sage 50 Integration Overview
...integration with Sage 50 allows you to: Create new Sage customer from Gold-Vision account Create new Sage supplier from Gold-Vision account Send Sage customer information to linked Gold-Vision account Send...
Using your Sage 50 Integration
...more about how to setup conditions. In the example below, the condition that triggers the push is when the Account Type field is set to Customer: Close modal Once the...
