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Articles tagged "Getting started with Gold-Vision 8" returned 418 results.
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Viewing & Reporting-Time / Units
...Unit Entries by User can be viewed in the Time/ Unit Section on the specific Gold-Vision record: Close modal 2. Time/ Unit Entries List on the Gold-Vision Record If the...
Account Portal Management
...main navigation. Data Endpoints – You can add API end-points to use on your own site which connects with Gold-Vision for example Leads. To add a Menu Page Close...
Configuring DocuSign Integration
...Call Warning Please note that the Recipient Gold-Vision Contact or User needs to be setup in Gold-Vision with a valid phone number and email address in order for two-factor authentication...
Gold-Vision Technical Requirements
...installation of Gold-Vision there are some recommended requirements in terms of SQL Server & Applications These recommendations assume that the servers are dedicated to Gold-Vision software only, and no other...
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 –...
User Mail Tracking Setup with Basic Authentication
Please note: For information on configuring Mail Tracking with Modern Authentication, please click here. Gold-Vision can be setup to automatically track emails (and synchronises Appointments, Contacts and Tasks from Microsoft...
Using the Xero Integration
...to a Gold-Vision quote: Click on the live product picker icon Close modal Info Please note, that your Xero account will need to be authenticated with Gold-Vision for this functionality....
Using LiveChat Integration
Introduction When a new Livechat is started Gold-Vision will try to match the visitors’ email address with email addresses in Gold-Vision. If a match is found the integration will display...
Managing Appointments
...Accept Appointments If you are an attendee of an appointment and not the owner/organiser then you have the option of accepting, declining or tentatively accepting it from within Gold-Vision. Gold-Vision...
