Search Results
Articles tagged "single-sign-on" returned 178 results.
Page 2 of 18
DocuSign Integration Overview
Close modal Gold-Vision’s DocuSign integration is easy to understand, simple to use and means no more messy paperwork going unsigned or unfiled. DocuSign Integration for Gold-Vision CRM DocuSign...
Connect Email Design Tool Changes 2023
...feature parity with a more modern user interface. Info Throughout this page we will be referring to the different design versions as: Legacy design tool: Connect’s retiring drag and drop...
What’s New in Gold-Vision 8
...where more than one option is required. Close modal Correspondence view is another new and exciting addition to all Gold-Vision items which provides you with a full picture of vital...
Landing Page Design
Click on the Design tab or Design button and select the Browse Designs button. Close modal You can either start your design from a Brand Template by simply by...
Configuring Sites
...For more information on how to add Pages and Sections to your item Screen Design please visit Changing the Screen Design page. Adding the Site field to Gold-Vision records Site...
Configuring the Eventbrite Integration
Close modal Gold-Vision’s Eventbrite Integration is an additional subscription-based module. If you would like to discuss Eventbrite integration or add this module to Gold-Vision please contact us. Gold-Vision Eventbrite Authentication...
Design Tools and Functionality
...them with your emails and landing pages. Use the Finishing Editing button to save changes and exit your design, or the Discard Changes button to exit the design without saving....
Import Contacts from Office 365 into Gold-Vision
...single Account From an Account select the Action Button to Import O365 Contacts. Close modal This will display the contacts within that company, you will be notified to re-authenticate. Upon...
Using Loqate Email Validation
Single Address Validation Open your contact record and click on the Validation icon on the right hand side of your email address field. Close modal Or, similarly on your Lead...
Configure Xero integration
...you want to enable: Transaction History Import – Invoices – enable this so that transaction history will be available in Gold-Vision: Close modal Add Transaction History Menu to your Gold-Vision:...
