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Articles tagged "single-sign-on" returned 178 results.
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Sage 200 Integration Overview
...view of your customers from within Gold-Vision. Standard modules available as part of your integration Create new Sage customer from Gold-Vision account Push Sage customer information to linked Gold-Vision account...
Xero Integration Overview
...Account Manager to enable the integration on your Gold-Vision. Once the integration has been enabled, to set it up, simply follow the instruction on the Configuring the Xero Integration page....
Configuring Loqate Email Validation
...The first step is install the Loqate Integration from our storefront. Open the Integrations menu Select Loqate Data Validation Install Close modal Configure Settings Click on Manage against Loqate once...
Managing your Leads
...list to show all leads and work through one by one. Close modal Once a Lead is saved Gold-Vision will flag any duplicates which already exist and these can be...
Managing Projects
...this please visit Changing The Screen Design Track Emails and Notes Administrator user can screen design the Correspondence section on the Project screen design or the Project Activity screen design...
Configure your Lead Screens
...can be edited and configured, for example fields can be made mandatory. See using the Screen Designer for more information. Promotion Additional fields on the Lead screen can also be...
Design your screens & lists
Who is it aimed at? Gold-Vision Administrators and Managers. What does it cover? How to customise and configure your screens and lists in Gold-Vision 8....
