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Articles tagged "service_account" returned 208 results.
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Configure Account Page
Once you have installed your Portal it’s now time to Configure your Account Pages Account Pages are designed to display data from your Gold-Vision Accounts, Contacts, Sites & Profiles: Contacts...
Mail Tracking Settings for Office 365
...Mail Tracking settings. Close modal The settings are now saved and displayed as follows: Close modal 10.‘Gold-Vision’ was the name of the ‘Application Name’. Note The service account credentials can...
Note Alerts
...for the owner of the activity if this is internal. Close modal You could create an alert to update a ‘Last Note Date’ against an Account to assist with account...
Xero Integration Overview
...CRM Xero is an Accounting System typically used in small-medium sized businesses. CRM and Accounting systems are often purchased and run separately within businesses. By integrating both systems, users are...
Updates
Back to Release Notes – September 2021 Updates Lists / Menu The Account field called External ID can be added to the Product Sales list You can now create Quick...
Gold-Vision On-Premise Technical Requirements
...Required Application Windows Internet Information Services (IIS) Web software for hosting application Application Server Role Components Microsoft .Net framework v4.8 Web Server (IIS) Support Web Server (IIS) Components Windows Authentication...
Modern Authentication Overview
...Authentication to give users access to workstations, network resources and other services within the environment. This legacy authentication approach is not seen as secure enough as online services become widely...
How to Set up the App Password for Google / Gmail Accounts
...From the Google Account, select the account Icon (top right-hand-side) Select Manage your Google Account, then Security, then Signing in to Google section Ensure 2SV is set up and turned...
Creating & Editing Sites
...a mandatory Summary and a mandatory Account attached to it. The Site Summary is designed to allow the user to give a brief description of the Site An Account must...
Using the Eventbrite Integration
...the buyer. If no matching Accounts are found in Gold-Vision, the new Contact will by default be placed under an “Unknown Attendee Account”. The name of this account will depend...