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Configure QuickBooks Online integration
...in Gold-Vision before the integration sends the Account details to QuickBooks online Add Account Currency fields on the Screen Design Go to Account Screen Design and click Add Field Close...
Creating & Editing Sites
...a mandatory Summary and a mandatory Account attached to it. The Site Summary is designed to allow the user to give a brief description of the Site An Account must...
Using the Eventbrite Integration
...the buyer. If no matching Accounts are found in Gold-Vision, the new Contact will by default be placed under an “Unknown Attendee Account”. The name of this account will depend...
Updates
Back to Release Notes – September 2021 Updates Lists / Menu The Account field called External ID can be added to the Product Sales list You can now create Quick...
Advanced Templates
...Activity = OPA_ID Gold – Object name e.g. Account = ACCOUNT Contact = CONTACT Project = PROJECT Opportunity = OPPORTUNITY Quote = QUOTE Account Activity = ACCOUNTACTIVITY Contact Activity...
How Can I Restrict Access?
...example the sales team may need a different view of an Account to a support team. Setup Account Security On an Account/Contact in the Admin area you can setup User...
Simple Time Management
...Log Time for Account Records You can use the Log Time functionality against the Account record if for example you would like to record the time used for Account Management....
Note Alerts
...for the owner of the activity if this is internal. Close modal You could create an alert to update a ‘Last Note Date’ against an Account to assist with account...
Using the QuickBooks Online integration
...Account is pushed to QuickBooks Online when the Gold-Vision Account Type is set to Customer: Close modal Once the Account record is saved the integration will create a new Customer...
Using the Exchequer Integration
Send a Gold-Vision Account to Exchequer You can define the trigger by which an account can be sent to Exchequer as a Customer or Supplier. It could be driven by...
