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Articles tagged "service_account" returned 212 results.
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Data bridge import
...will review the specific data requirements with you and confirm a service quote to enable setup. There is also an on-going subscription for the Data Bridge service including support &...
Linking Purchased Time
...can choose the items you want to link to: Link to parent account – Click to select the parent record i.e. Account – this will link the purchased time at...
Portal Management
...inventory of items and more. Configure Account Page Activity Page Activity pages are designed to display data from your Gold-Vision Account records and all types of Activities including: Account...
Using your Sage 50 Integration
...change is saved, the integration will push the account through to SAGE. The Sage ID will automatically be populated against the Gold-Vision account. Close modal Account data pushed from Gold-Vision...
Using your Sage 200 integration
Send a Gold-Vision account to SAGE You can configure the alert conditions that trigger when an account is pushed into SAGE. In the example below, there is an alert that...
Configuring the Microsoft Outlook Integration
...Synchronisation to form a two-way link between Gold-Vision and Outlook Appointment creation and management. Close modal Configure Outlook Integration Configure a service account user for Office 365. For further information...
Account Portal Management
...modal Click on the Plus icon. Close modal In groups select Accounts. Close modal Menu Title – enter a title which will appear in the portal navigation eg. Account. Access...
Configure Account Page
In groups select Accounts. Close modal Menu Title – enter a title which will appear in the portal navigation eg. Account. Access – allows you make the space visible to...
Mail Tracking Settings for Office 365
...Mail Tracking settings. Close modal The settings are now saved and displayed as follows: Close modal 10.‘Gold-Vision’ was the name of the ‘Application Name’. Note The service account credentials can...
Xero Integration Overview
...CRM Xero is an Accounting System typically used in small-medium sized businesses. CRM and Accounting systems are often purchased and run separately within businesses. By integrating both systems, users are...
