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Articles tagged "alert" returned 60 results.
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Configure Dynamics NAV Integration
...actions in Gold-Vision. Close modal Edit Mappings In order to sync field data between Gold-Vision and Dynamics NAV select edit mappings Close modal Edit Alerts Alerts are created so you...
Creating & Using Notes
...you have a portal set-up. The note will appear in the portal once it has been saved. Send Alert – tick this box if you would like to send an...
Using your Sage 50 Integration
Send a Gold-Vision account to SAGE Pushing a Gold-Vision Account to Sage is based on the alert conditions which have been defined in the Configuration, click here to find out...
Data Bridge
...sources, with varying levels of complexity, into all core areas of the system, including the ability to trigger alerts and workflow from the incoming data streams. If you would like...
Data bridge import
...sources, with varying levels of complexity, into all core areas of the system, including the ability to trigger alerts and workflow from the incoming data streams. If you would like...
Critical Fields
...critical fields differ from mandatory fields? Critical fields must be on screen and are usually (but not always) mandatory, mandatory fields must be populated. Will alerts associated with critical fields...
Logs & Log Settings
...show any issues with mailbox connections to Exchange/Gmail. GoldScheduleLog_yyyy_mm_dd.txt – Log for the Gold-Schedule service, which controls automated processes such as mail tracking, reminder alert checking and firing of alerts...
Mail Tracking & Calendar Troubleshooting
...reference that matches exactly Check if the Reference Number Alert is active Info Click here to find out how to automatically link emails to items using reference numbers and alerting....
Gmail Integration Overview
...information discussed. Calendar syncing – Syncing your Gmail Calendar with your Gold-Vision instance allows you to view and manage appointments with contacts from within your CRM. Action centre alerting –...
Getting Started
...done. There is also an option to broadcast notes via emails or Gold-Vision alert to your team members. Close modal Add new items You can add new items to a...
