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Articles tagged "sites" returned 37 results.
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Setting up Products with Time/Unit
...Project or Project Activity . This video will show you how to configure Products with Time and below you have step by step instructions as well: Prerequisites Before you go...
Linking Purchased Time
This page will show you how to link Time to Time Product Sales in Gold-Vision and log the time used for this. Prerequisites Before you go ahead and start using...
Linking Purchased Units
This page will show you how to Link Units to Unit Product Sales in Gold-Vision and log units used for this. Prerequisites Before you go ahead and start using this...
Simple Time Management
...or Project Activity . Please see examples below on how you can use the Log Time functionality against different Gold-Vision Records Prerequisites Before you go ahead and start using this...
Xero Integration Overview
...sites and even create Xero sales orders for you based on your Gold-Vision Quote. Setting up the Xero Integration To begin the setup your will need a Xero account, if...
Configuring the SharePoint Online Integration
...must first consider migrating your documents into Sharepoint Online before configuring the integration or you will lose the existing links to your documents. Prerequisites You will require the below in...
Configuring DocuSign Integration
...to enable this contact DocuSign Support here. Required prerequisites for two-factor authentication: Contact/User valid email address Contact/User valid mobile phone number Please Note: Gold-Vision integration with DocuSign will use the...
Using DocuSign Integration
...two-factor authentication via SMS and Phone Call. This functionality needs to be enabled on your DocuSign subscription. If you would like to enable this contact DocuSign Support here. Required prerequisites...
Configuring LiveChat Integration
...of your Gold-Vision Accounts/ Leads. Pre-Requisites You will require the below in order to set up the Live Chat integration. Ensure you have access to the Gold-Link API, this can...
Sage 200 Integration Overview
...sales transaction history in Gold-Vision. Avoid duplication of entry between systems – The integration will automatically synchronise customer data such as addresses and sites and even create Sage sales orders...
