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Articles tagged "using_contact_sync" returned 319 results.
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Managing Duplicate Data
...task. Re-Assigning A Contact To A Different Account Contacts can easily be moved from one Account to another. Close modal Make Contacts Dormant You may want to make a Contact...
Monitor And Manage Privacy Data
...supplementary information. If a Contact requests access to their personal data this can be actioned in the Contact record. The request can then be actioned by person responsible for data...
Using the Eventbrite Integration
...this Booking, i.e. when one person booked tickets for multiple people. Re-assigning Contacts Gold-Vision will show the Attendee Name and the Account of the Contact who made the Booking –...
Exchequer Integration Overview
...jobs, or create new Exchequer customers, suppliers, quotes, sales orders, and invoices with ease right from Gold-Vision accounts, quotes, or bookings. Intelligent automations Automatically import transaction histories, synchronise exchange rates...
Logs & Log Settings
...days. Tip Tip: If you encounter any issues when using Gold-Vision it can be very useful to contact our support team and also email [email protected] copies of the log files....
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...
Microsoft Dynamics NAV Integration Overview
Close modal With the Dynamics Nav integration, you can synchronise your customers, products, and quotes with Gold-Vision. Your accounts’ key financial information, such as quote, sales order, credit memo and...
Sage 200 Integration Overview
Close modal Gold-Vision’s integration with Sage 200 allows you to connect your business processes and synchronise your accounting data. This integration saves you time by eliminating the need to...
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...
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)); }...
