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Configuring DocuSign Integration
...account or require a higher account level. Please contact DocuSign Support for more information Two factor Authentication allows the recipients of the eSign document to authenticate via SMS of Phone...
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...
Introduction to Sites
...Sites if you don’t require this functionality, but the way users update and change Account and Contact addresses has changed, to find our more visit Editing Account and Contact Addresses....
Welcome new customers
...to occur. For instance, we’ve set the follow-up action to Create Account Activities for the Account Manager. This means that, every time this stage is run the Account Manager for...
Linking Purchased Time
...can choose the items you want to link to: Link to parent account – Click to select the parent record i.e. Account – this will link the purchased time at...
Linking Purchased Units
...modal From here you can choose the items you want to link to: Link to parent account – Click to select the parent record i.e. Account – this will link...
User Mail Tracking Setup with Basic Authentication
...Service User account. When an email is tracked, an entire copy of the message and attachment is stored in Gold-Vision and linked to the relevant account and contact or other...
Configuring Loqate Address Lookup
...Edit Mode by clicking the pencil icon Paste or type the following into key into the Address Lookup Details field… ACCOUNT=(account number),LICENCE=(licence key) For example: ACCOUNT=TESTA11111,LICENCE=AA11-BB22-CC33-DD44 Click Save Close modal...
Using SharePoint Online Integration
...edit it according to their access to the Sharepoint Online site. Open a Gold-Vision item (eg an Account) Locate the Documents section Click on one of the linked folder names...
LiveChat Integration Overview
...in Gold-Vision. Communications with your customers are now fully tracked and unified in CRM. 3 Key Benefits of our LiveChat Integration Automatic contact and account detection – When a new...
