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Articles tagged "count" returned 195 results.
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Sage 50 Integration Overview
...integration with Sage 50 allows you to: Create new Sage customer from Gold-Vision account Create new Sage supplier from Gold-Vision account Send Sage customer information to linked Gold-Vision account Send...
Xero Integration Overview
...choose your inventory item, price, and send. Best customer service Integrating your CRM with Xero will take all your customer’s account information – such as sales history and pricing –...
Report, Calendar, Map and Flows view
...Accounts in a Map view. Close modal Clicking on a pin will highlight the Account in the legend. To open the Account record click the Account Icon. Grouping and sub-grouping...
Gold-Vision 8 Upgrade Planning
...be as Gold-Vision 7. All User Defined pages will appear as tabs. The Overview section will show a count of your items. Close modal Warning Header – with all fields...
Managing Duplicate Data
...task. Re-Assigning A Contact To A Different Account Contacts can easily be moved from one Account to another. Close modal Make Contacts Dormant You may want to make a Contact...
Item Reports
Item Reports In-item reports can be run against most items in Gold-Vision. From the actions menu → Run Report Account Account Summary, Activities Gantt Chart Contact Activities Gantt Chart Appointments...
Preparing your Lead Data
...or all of: An Account (Company) record A Contact Record An Opportunity e.g. a sales opportunity An Account Activity e.g. a follow up call A Project associated with the Company...
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...
Configuring the SharePoint Online Integration
...a Document Storage section is present on the Account screen design (see above for how to do this) Open the New menu Select New Account Enter a Name and Save...
Exchequer Integration Overview
...Close modal Sales process Close modal Our integration with Exchequer will allow for the following actions: Create new Exchequer customer from Gold-Vision account Create new Exchequer supplier from Gold-Vision account...
