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Articles tagged "access" returned 150 results.
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Exchequer Integration Overview
...customer data such as addresses and quote/order information. Reduce user access to Exchequer – If your users can access the information they need within Gold-Vision there is a lesser requirement...
Using SharePoint Online Integration
...Online “site” and accessed through the product. The integration is capable of the following:- Automatically create folders in your Sharepoint Online site and link them to Gold-Vision items Allow users...
Gold-Vision On-Premise Technical Requirements
...IIS/.Net web application A SQL/Server database A Windows file system document store Security Managing user access rights to the system (In conjunction with a GV administrator) Managing administration access rights...
Teams & security for Sales
...to view these. Public – all users have access Team – only the users in the same team as the owner of the Opportunity have access Private – only the...
Configuring Sites
...the Configuration and Administration Managers will have access to the Screen Designer. You may need to contact them for some assistance if you do not have access to this area....
What Is GDPR? Including Best Practice
...rules and regulations on data collection and data processing will allow individuals enhanced rights to access or withdraw their data. This new legislation will replace the existing Data Protection Act...
Microsoft Dynamics NAV Integration Overview
...If your users can access the information they need within Gold-Vision there is a lesser requirement to access Dynamics NAV. Setting up the Microsoft Dynamics NAV Integration If you are...
The Home Page
Home Page The Gold-Vision home page gives you immediate access to your Activities, Appointments and your company Notice Board, alongside your Dashboards. Close modal You can access your home...
Manage Dashboards
The Manage Dashboards screen enables you to access additional options to for example Re-Order Hide / Show, Edit, Pin to Menu, Pop Out, Duplicate, Remove and Delete. Re-Order Dashboards On...
Configuring the ZoomInfo Integration
Overview ZoomInfo software provides access to contact details and company profiles which can help with lead generation. The integration enables you to update Gold-Vision Contacts and Leads from ZoomInfo with...
