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Articles tagged "accounts" returned 77 results.
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Preparing your data
...If you are doing an Accounts and Contacts import you will need to ensure that all the Accounts have a match key (eg Account name and postcode) and all the...
Getting Started
...existing items, such as accounts, contacts, leads and opportunities. You will also be able to view any custom menus here, for instance a menu specific to your sales team or...
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 your Sage 200 integration
...credit memos, in Gold-Vision. This data can be accessed in two ways, either from the top level View menu, or against individual Accounts Transaction History Import The transaction history import...
Managing your Sage 50 integration
...links Integration links define the relationship between the account in Gold-Vision and the Customer in Sage. When accounts are pushed from Gold-Vision into Sage, an integration link is generated for...
Report, Calendar, Map and Flows view
...Accounts in a Map view. Close modal Clicking on a pin will highlight the Account in the legend. To open the Account record click the Account Icon. Grouping and sub-grouping...
ZoomInfo Integration Overview
...to create new Gold-Vision Accounts, Contacts and Leads by coping the URL from ZoomInfo. Benefits of using the ZoomInfo Integration Saves time – Simply paste the URL directly into Gold-Vision...
Using Contact records
...from the Accounts list. All dormant Contacts can viewed from the Accounts list go to All then select Dormant When a Contact leaves an organisation, rather than deleting them, from...
Standard Reporting
...of Standard Reports that allow you to report on Accounts, Activities and Projects plus on your Sales Forecasts and History. You can also create your own User Defined Reports to...
Portal Management
...determine where data will be pulled from Gold-Vision Choose Account if you want to display data from Accounts, Sites or Profiles or choose Activities if you want to display Gold-Vision...
