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Articles tagged "change" returned 113 results.
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Short Codes
...record in an Item a unique identifier. This identifier will remain throughout it’s lifetime, no matter what changes are made to the record. The short code automatically generated will be...
User Configuration
...the new user and confirm the subscription changes. The name and email address of the new user If they require a Professional or Essentials licence What team the new user...
Product Settings
...if commissions are involved. Allow list price changes for non-admin Yes – This allows users to change the list price prior to discount. No – only the price after discount...
Configure Xero integration
...which Gold-Vision field you want to change the Mapping for by clicking the Edit button : Close modal Integration Field refers to the Xero field. Sub Mapping typically refers to...
Using your Sage 200 integration
...triggers when the customer field is set to customer 1 or customer 2. Close modal Once the change is saved, the integration will push the account through to SAGE. The...
Using DocuSign Integration
...Windows explorer – this will open the document Close modal Close modal If Using IE or Edge – click Open/ Edit Document Close modal 3. Make your changes to the...
Gold-Vision 8 Upgrade Planning
...to assist with updating your system setup involving configuration changes or user training is not included as part of your standard support but we are very happy to plan this...
Configure Secure Fields
...dropdown and click create. Close modal Once you have added the field, you can change the field label by clicking on the pencil icon next to the field label. Close...
Portal Overview
...location to exchange information and collaborate. The Gold-Vision Portal allows businesses to extend their service offering with a customisable interface and a framework of portal pages to choose from. Enable...
Campaign Settings
...it was created and make any changes that you require, to status, campaign dates, or to change the Campaign logo and colour. Close modal You can also assign your Campaign...
