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Import Contacts from Office 365 into Gold-Vision
...single Account From an Account select the Action Button to Import O365 Contacts. Close modal This will display the contacts within that company, you will be notified to re-authenticate. Upon...
Getting Started
...as an individual account record, you will be able to view everything associated with that account. Screens have been configured already by your Gold-Vision administrator so that the fields you...
Portal Management
...inventory of items and more. Configure Account Page Activity Page Activity pages are designed to display data from your Gold-Vision Account records and all types of Activities including: Account...
Portal View – Examples
View the Portal When logging on to the portal users will see the Account and / or Activity details as defined when designing your Portal. For more information on how...
Duplicate Scoring
...Duplicate Score – The maximum score of all the rules which have returned duplicates Duplicate Count – The number of Contact records of which the item is a duplicate. This...
Managing your Leads
...to Promote it to your main Gold-Vision database where it becomes an Account and Contact. Close modal You will have option to create new records (e.g. Account, Contact, Opportunities and...
Configuring Sites
...Field and save your Screen Design changes Close modal Adding Sites Section to the Account Screen Add the Sites Section to your Account screen design so that Users can view,...
Managing Activities
...to an account records alongside their roles by selecting the Add Member option Delete an Activity Account records can be delete by selecting Delete from the Action Menu. Info Please...
Using the Microsoft Dynamics NAV Integration
Push a Gold-Vision Account to Dynamics NAV You can define the trigger by which an account can be sent to Dynamics NAV as a Customer or Vendor. In the example...
Manage Your Day
...record select the + icon to see the New Menu and select Activity. If you are on an Account you will see the full list of activities you can create,...
