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Articles tagged "The Basics" returned 386 results.
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Creating Appointments
...is selected that is before the start date then it will automatically revert to one hour after the start date. If the end date is cleared completely then it will...
Managing your Sage 50 integration
...between Gold-Vision and Sage You can then create Triggers and Configure the data as per your business requirements: Close modal The Trigger against the module will let you change the...
Configuring the Adobe Sign Integration
...are required to be sent from. Usually the item will be the same as the item the documents are created from. To add the section please navigate to Screen Designer,...
Using the QuickBooks Online integration
1. Gold-Vision Account to Quickbooks Online Customer Based on the specific Alerts pre-configured, Gold-Vision Accounts can be pushed to QuickBooks Online Customers using different methods: In the example below the...
Using SharePoint Online Integration
...Locate the Documents section Click on one of the linked folder names to open the folder Click on the name of the sub-folder you want to delete to open it...
Creating & Editing Sites
...the contact or edit the Site Address: Close modal Note If the User changes the site address against the Contact record it will update the Site Primary Address which will...
Creating An Opportunity
...from the New Item Menu From Gold-Vision click the plus button then select Opportunity Close modal Option 2 – from the Account record From the Account record click on the...
Using Privacy Actions in Gold Vision GDPR
...an individual’s desire to exercise their right and have their data removed from Gold-Vision. The request will be recorded in the individual’s Privacy Log and can be erased by the...
Using the Xero Integration
Push a Gold-Vision Account to Xero Contact Based on the company requirements the Gold-Vision Accounts can be pushed to Xero using different methods: In the example below the Account is...
Configure Activity Page
...the Gold-Vision record Set as homepage – you can set a homepage which will be the first page the users will see when they access the portal. Click the Create...
