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Articles tagged "Getting started with Gold-Vision 8" returned 418 results.
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Using SharePoint Online Integration
Introduction Gold-Vision document storage allows users to view and store documents in an external repository. The Sharepoint Online integration allows for your Gold-Vision documents to be stored in a Sharepoint...
Manage Your Day
Who is it aimed at? All Gold-Vision users. What does it cover? We will walk you through some simple steps to help make managing your day-to-day tasks much easier, Such...
Using a Postman Collection
...started using Gold-Vision API if you’re new to it. You can find the collection to download here Please note our collection will only work with the latest Postman version....
Office 365 Contact Synchronisation with Gold Vision
...either synchronized or not via a tick or cross. Tip: You can use the “Synced with Office 365” field to filter your contacts throughout Gold-Vision. Synchronize a single Contact with...
Configure Account Page
...with the fields in Gold-Vision Account. When complete click the Save button. Info Please Note – where a list of options is available you can choose to hide selected options....
Capture, Manage & Nurture Exhibition Leads
...open Gold-Vision on your device by navigating to the same Gold-Vision website as you do in the office. We’ve set out some guidelines below. 1. Create A Lead List Before...
Import Contacts from Office 365 into Gold-Vision
Close modal Import Contacts from Office 365 into Gold-Vision The O365 Sychronise Contacts tool will allow you to import Contacts from Outlook. Please check that your Gold-Vision Administrator has enabled...
Linking Purchased Time
...need the following: A Gold-Vision Quote that has the Training product added to it A Gold-Vision Project for the Training required Steps to follow: Change the Status of your Quote...
Retired Versions
Gold-Vision 7 Gold-Vision 7 is considered a retired version due to core technologies which are unsupported over which we have no control, this provides a security risk for your Gold-Vision...
Configure Xero integration
...you want to enable: Transaction History Import – Invoices – enable this so that transaction history will be available in Gold-Vision: Close modal Add Transaction History Menu to your Gold-Vision:...
