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Articles tagged "The Basics" returned 386 results.
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Downloading the Import Tool
Importing Leads uses the 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...
Assigning Leads
...your users will be able to see all Leads assigned to them. Info Please note: you need to own the Lead or the List to be able to use this...
Report Settings
...and Shared Connection need to be configured for Gold-Vision’s use under the SQL Server Report Manager. The Shared Connection field must start with a forward slash (/). Close modal Custom...
Styling
...or drag a logo to display on your portal page. Typography – select the font required. Colours – select the colours required for the various sections. Click on the Save...
Install QuickBooks Online integration
...the integrations, list select QuickBooks Online and then click Install Close modal Select Continue to install Close modal Social Authentication with QuickBooks Online Go to the Manage tab in the...
Gmail Integration Overview
...update your accounts with any sent or received communications or new appointments, linking the relevant files to the associated Accounts/Contacts. 3 Key Benefits of our Gmail Integration Correspondence tracking –...
Alert Trace
...the All option, Gold-Vision will record information on an item/objects save action, which alerts could fire and whether or not they did so. The Status column will return either Conditions...
Mobile Device Access
Gold-Vision 8 is fully mobile responsive When accessing the product on a mobile or tablet device the view will scale down accordingly and provide a collapsed version of the information...
Requesting an access token
The Gold-Vision API uses OAuth 2.0 client credentials for authentication, an industry standard protocol for authorization. (https://www.oauth.com/oauth2-servers/access-tokens/client-credentials/). To begin working with the API, you will need the following information which...
