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Articles tagged "sync" returned 46 results.
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Microsoft Outlook Integration Overview
...Outlook Integration Calendar synchronisation – when enabled, Calendar Synchronisation forms a two-way link between Gold-Vision and Outlook Appointment creation and management, so you can see and edit your calendar across...
Marketing Settings
Marketing Settings can be accessed in the Settings area. Close modal Sync Connect Users option will sync all Gold-Vision users to Gold-Vision Connect. The Sync Connect Campaign Types can be...
Gmail Integration Overview
...information discussed. Calendar syncing – Syncing your Gmail Calendar with your Gold-Vision instance allows you to view and manage appointments with contacts from within your CRM. Action centre alerting –...
Xero Integration Overview
...provided with a complete view of your customers from within Gold-Vision. Easy synchronisation Synch Gold-Vison with Xero so you can manage your customers and suppliers from initial inquiry through to...
Microsoft Dynamics NAV Integration Overview
Close modal With the Dynamics Nav integration, you can synchronise your customers, products, and quotes with Gold-Vision. Your accounts’ key financial information, such as quote, sales order, credit memo and...
Exchequer Integration Overview
...jobs, or create new Exchequer customers, suppliers, quotes, sales orders, and invoices with ease right from Gold-Vision accounts, quotes, or bookings. Intelligent automations Automatically import transaction histories, synchronise exchange rates...
Sage 200 Integration Overview
Close modal Gold-Vision’s integration with Sage 200 allows you to connect your business processes and synchronise your accounting data. This integration saves you time by eliminating the need to...
User Mail Tracking Setup with Basic Authentication
Please note: For information on configuring Mail Tracking with Modern Authentication, please click here. Gold-Vision can be setup to automatically track emails (and synchronises Appointments, Contacts and Tasks from Microsoft...
Configure Account Page
...Fields – Click on the Add Field button to select additional fields and set the editable option as required. The fields will appear in the ‘Portal Page’ and will synchronise...
Sage 50 Integration Overview
Close modal With the Sage 50 integration, you can synchronise your customers, suppliers, products, and transaction history with Gold-Vision. Your accounts’ key financial status becomes available within CRM. The...
