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Articles tagged "alerts" returned 41 results.
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Using the Xero Integration
...pushed from Gold-Vision can be seen on the Contact record in Xero: Close modal Push a Gold-Vision Quote to a Xero Draft Invoice Based on the configuration alerts setup for...
Enable Portal Access
...you could set up an email alert to send the ULR to the contact (See more about creating alerts) Close modal Logging on When a user clicks on the URL...
Gmail Integration Overview
...Syncing your Gmail Calendar with Gold-Vision means you will receive alerts from your action centre for scheduled events or appointments. The action centre also allows you to see your day...
Gold-Vision 8 Upgrade Planning
...the same. ToDo, Alerts and Recent Events are now in the Action Centre on the right hand side of the screen Close modal Favourites will be converted to a...
Getting Started
...Alerts, Emails, and Calendar Appointments. Close modal Global Search Also visible wherever you are in Gold-Vision is the global search bar. From here you can search for any item within...
Managing your Sage 200 Integration
The Gold-Vision to Sage 200 integration is designed to run automatically and therefore the integration itself has little administrative overhead. The configuration of Gold-Vision alerts and frequency of jobs processing,...
Logs & Log Settings
...show any issues with mailbox connections to Exchange/Gmail. GoldScheduleLog_yyyy_mm_dd.txt – Log for the Gold-Schedule service, which controls automated processes such as mail tracking, reminder alert checking and firing of alerts...
Introduction to Importing Leads
...without compromising the existing data, and potentially triggering duplicate alerts. Typically, this data may be in the form of a csv file from and an exhibition you have attended, where...
How To Use Reference Numbering
...can be used with email tracking, see ‘Configure Alerts Introduction’. If you want to keep the Reference Number separate, don’t tick Add To Summary. Below is an example of how...
Critical Fields
...critical fields differ from mandatory fields? Critical fields must be on screen and are usually (but not always) mandatory, mandatory fields must be populated. Will alerts associated with critical fields...
