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Articles tagged "service_account" returned 212 results.

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Configure QuickBooks Online integration

...modal 1. Gold-Vision Account -> QuickBooks Online Customer Enable this Module so that Gold-Vision Accounts will be sent to QuickBooks online as Customers Edit Mappings choose which Gold-Vision Account fields...

Portal Overview

...The Account Pages are designed to be a self service area where customers can view your Gold-Vision Account (Company) data and create or update information from Contacts, Profiles and Site...

Creating Accounts & Contacts

...the New Item menu: Close modal Tip Tip: New Accounts can also be created from within the Accounts view. Enter Account Details Security Level Can be chosen for the Account...

Using Contact records

...a Contact record In Edit mode change the Account details field to correspond with the new Account record and click Save: Close modal Option 1 Search for an Account that...

Logs & Log Settings

...show any issues with mailbox connections to Exchange/Gmail. GoldScheduleLog_yyyy_mm_dd.txt – Log for the Gold-Schedule service, which controls automated processes such as mail tracking, reminder alert checking and firing of alerts...

Calendar Synchronisation

...Calendar Synchronisation supports the following third party calendar providers: Microsoft Exchange (2007 or later) Google calendar Office 365 To enable calendar synchronisation you may need to setup a service account:...

Gold-Vision 8 Upgrade Planning

...if you use any of the following, you may wish to delay your upgrade until later in the year. Gold-Vision functionality Legacy Campaigns Please speak to your Account Manager if...

Configuring the Eventbrite Integration

...address, and then their domain. If a matching Account is not found in Gold-Vision, an “Unknown Attendee Account” will be created, and the new Contact placed under that Account. You...

Loqate Address Lookup Integration Overview

...service means you can say goodbye to manually searching for address details every time you create a new account or contact. Fast and relevant data Loqate combines rich global data...

Integrations Pricing

...Web Forms Details Price / month Portal Single Account Access Portal Subscription – Single Account Access Cloud Customer 5-9 Users Up to 250 Contacts/ Logins One Portal Space with Account...