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Articles tagged "Upgrading to Gold-Vision 8" returned 356 results.
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Install QuickBooks Online integration
To enable the QuickBooks Online integration for your Gold-Vision system please contact us on support@gold-vision.com Install QuickBooks Online Integration Go to Integrations Storefront and click on Integrations Close modal From...
Using Google Mapping
Introduction Gold-Vision’s Google Maps integration allows users to visualise their CRM data in an entirely new way. Customer, supplier and prospect records can now be displayed through an interactive map...
Using Lead Forensics Data
Overview Once you have setup the integration, the data feeds into the Touch Points list in Gold-Vision. You can access this list as below : Close modal The Touch Points...
Custom Integrations Overview
...integrations that facilitate: Automatic text-message sending when a category in Gold-Vision is edited Custom booking system integration enabling booking and resource data to be pulled into CRM Two-way integration with...
Create Event Sessions
...Event. To View Sessions against the Event you may choose either a Widget or a list as shown below. Close modal Tip Please ask your Gold-Vision Administrator to add any...
The Home Page
Home Page The Gold-Vision home page gives you immediate access to your Activities, Appointments and your company Notice Board, alongside your Dashboards. Close modal You can access your home...
Configure Secure Fields
The Secure Field option in Gold-Vision is provided to add a layer of security to the information held in the field. The information entered in this type of field is...
Enable Portal Access
Contact Screen Design Access to the Portal is enabled via the Contact record in Gold-Vision. The Administrator user needs to add the Portal Section to the Contact record screen in...
Install the Portal
Install In order for you to access the Portal Install your Gold-Vision license will need to be updated and a valid subscription will need to be in place. Please contact...
