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Articles tagged "contact_sync" returned 207 results.
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Sage 50 Integration Overview
Close modal With the Sage 50 integration, you can synchronise your customers, suppliers, products, and transaction history with Gold-Vision. Your accounts’ key financial status becomes available within CRM. The...
QuickBooks Online Integration Overview
...in part to this intelligent integration’s automatic synchronisation of customer data between the two systems. As a result, you can rest assured that all of the information between both platforms...
Logs & Log Settings
...to users. DataTransferService_yyyy_mm_dd.txt – Log for the Gold-Vision Data Service, which synchronises data to and from Gold-Vision Connect, including mailshots and delivery, click-thru and bounce back data. ThirdPartyData_yyyy_mm_dd.txt – Log...
Enable Portal Access
Contact Screen Design Access to the Portal is enabled via the Contact record in Gold-Vision. The Administrator user needs to add the Portal Section to the Contact record screen in...
Modern Authentication Overview
Gold-Vision 8 supports Modern Authentication (OAuth 2.0) for Mail Tracking and Calendar Synchronisation. Basic Authentication Vs Modern Authentication Companies that use Active Directory for identity management have relied on Basic...
Calling the API with IdentityModel
...extension method: // Call api var client = new HttpClient(); client.SetBearerToken(tokenResponse.AccessToken); var response = await client.GetAsync("https://your.gold-vision.com/api"); if (!response.IsSuccessStatusCode) { Console.WriteLine(response.StatusCode); } else { var content = await response.Content.ReadAsStringAsync(); Console.WriteLine(JArray.Parse(content)); }...
Creating the client using IdentityModel
...var disco = await client.GetDiscoveryDocumentAsync("https://uk.gold-vision.me/connect/token"); if (disco.IsError) { Console.WriteLine(disco.Error); return; } Next you can use the information from the discovery document to request a token to access goldvisionapi: // request...
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...
Using Account records
...an account record select print from the Action Menu Update Contact Addresses When the Account Address has been updated the Contacts addresses can be updated in bulk from the Action...
Role Management
...you like to a Contact, including combinations of the two. Please note the roles assigned to the Contact need to match with the roles assigned to the Pages and/or Sub-lists...
