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Articles tagged "user-defined" returned 242 results.
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Importing your Leads
...Lead list you have imported. Adjust the Status, Access and Promotion Mode as required: Close modal List Owner is the user who imported the Leads – this can be changed....
Monitor And Manage Privacy Data
...indeed, still an active customer. Ideally, users would review the data before the removal date was reached so that the Privacy Administrator can keep the data no longer than is...
Office 365 Contact Synchronisation with Gold Vision
...list. Please ask your Administrator to make this visible if you cannot see it as a user. Against your contacts you will see a column which shows the contact is...
On Save Alert
The alert will execute when the user clicks Save on the item, either when the item has been created or updated. Alert Go to Setting click on Configure Alerts, choose...
Time Settings
...the nearest minute. Close modal You can also set the Edit/Delete mode. Close modal Info If you set your working day to 8hours and a user enters 10hours, this will...
Configure Xero integration
...tick box next to it. This allows users to select live products from Xero when creating Quotes in Gold-Vision. Close modal Batched Modules Close modal Choose which batched modules pushbacks...
Using Loqate Address Lookup
...up for a Loqate account. This is an optional Gold-Vision add-on which assists users when adding new Accounts and Contacts and is offered with flexible payment options. How to use...
Install QuickBooks Online integration
...Insert your username and password and sign in Select the QuickBooks Online Company you want to integrate with: Close modal And click Connect Close modal Once you have connected your...
Using the Microsoft Dynamics NAV Integration
...below the Gold-Vision Account is pushed to Dynamics Customer if the Navision Customer checkbox it ticked: Close modal Once the Gold-Vision Accounts is saved users can find the Customer in...
Configuring the Lead Forensics Integration
...Gold-Vision, score it using touch point scoring and create follow up activities or opportunities for your users in Gold-Vision. Enable Lead Forensics Integration 1. To enable the integration you must...
