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Articles tagged "Upgrading to Gold-Vision 8" returned 356 results.

Page 23 of 36

Downloading the Import Tool

...same import tool as importing data in to Gold-Vision. See Downloading the Data Import Tool for more information. Info You will need to be a Gold-Vision administrator to import Leads...

Currencies

The Gold-Vision Quotation and Product system is fully multi-currency; with any number of foreign currencies and exchange rates able to be added. To view and manage foreign currencies, you can...

Licence Settings

...option to either update the existing licence or generate a new licence request via the Send Licence Request to Gold-Vision Support or manual download options. Tip Tip: To enable features...

Using a Postman Collection

...is the best way to get started using Gold-Vision API if you’re new to it. You can find the collection to download here   Please note our collection will only...

Importing a Collection

...examples to use with your Gold-Vision Close modal 3. From here you can edit the collection and replace the information mentioned earlier and start using the Gold-Vision API. Close modal...

Meta Data

Sending a request for a Gold-Vision objects meta data allows you to see the fields available for use as well as the data type for that field. Special fields such...

Requesting Access

The Gold-Vision API provides a full restful interface by which data integration to Gold-Vision CRM can be achieved. Access to use of the API is subject to a successful application...

Creating the client using IdentityModel

...var disco = await client.GetDiscoveryDocumentAsync("https://uk.gold-vision.me/connect/token"); if (disco.IsError) { Console.WriteLine(disco.Error); return; } Next you can use the information from the discovery document to request a token to access goldvisionapi: // request...

Filtering

...filter to get Accounts where the account was created yesterday: https://YOUR-GOLD-VISION-URL/aster/accounts?filters=createdDate=[yesterday] We also support logical operators on our filters such as: =<: A value lower than e.g. createdDate=<2020-07-02 =>: A...

Using Loqate Address Lookup

Postcode Lookup Postcode look-ups can be set-up as an automated link from your Gold-Vision which is updated every day from Royal Mail’s Postcode Address File (PAF®). Click here to sign...