Search Results
Articles tagged "two-factor" returned 46 results.
Page 3 of 5
Xero Integration Overview
...into Gold-Vision Import tax codes from Xero into Gold-Vision Import foreign currencies from Xero into Gold-Vision Import Xero account codes into Gold-Vision Below are two examples of how you can...
Connect Email Design Tool Changes 2023
...Drop’ to make it easy to differentiate between the two designers. Legacy Drag & Drop: Templates created in Connect’s retiring drag and drop design tool. Drag & Drop: Templates created...
Data Sources Overview
...and then add them to a Data Source. Or you can create a new Data Source from the view menu. Close modal Data Sources have two types; Static and Live....
Introduction to Time
...two quantities of that Product (i.e. 2 days Junior Consultant for £900). OR A Product could represent 1 ticket, at £50. A Product could record 100 quantities of that Product...
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...
Creating a Quote
...to send two quotes for the same business but for one Quote they would like additional items to be included or excluded. When saving a second quote you will be...
Managing Quotes
...can create as many Quotes as needed for an Opportunity. It may be that you have sent a Quote to a customer and they have asked you to send two...
Creating & Using Notes
...will appear in the correspondence area to help differentiate between normal notes and phone notes. Close modal Search Notes There are two main options for searching notes: Option 1 –...
Mail Tracking
...on installing an using the Outlook Plug-in can be found here. Search Emails There are two option to search emails in Gold-Vision In the Correspondence Section If the Correspondence section...
Managing Appointments
...Calendar) and appointments made directly in your calendar appear in Gold-Vision. Either a two way or one way synchronisation can be set up by your Gold-Vision Administrator. When appointments are...
