Search Results
Articles tagged "service_account" returned 212 results.
Page 6 of 22
Standard Reporting
Reporting Gold-Vision harnesses the power or the Microsoft SQL Server® database by integrating the free SQL Reporting Services solution. Either choose from the wealth of pre-installed reports, or generate your...
Google Mapping Integration Overview
...Explore individual sales person’s accounts, your top paying customers, or this month’s leads – all at the click of a button. Route planning Identify which customers or prospects you need...
Edit Account and Contact Addresses
Account and Contact address details are held within the Site record. To edit an Account or Contact address details users will have to edit the Site record. From the Account...
How Can I Restrict Access?
...example the sales team may need a different view of an Account to a support team. Setup Account Security On an Account/Contact in the Admin area you can setup User...
Connecting to your ZoomInfo Account
To start syncing data you will need to connect Gold-Vision to your ZoomInfo account. Info You will need a valid ZoomInfo account with access to the Enterprise (Enrichment) APIs. Click...
Using the QuickBooks Online integration
...Account is pushed to QuickBooks Online when the Gold-Vision Account Type is set to Customer: Close modal Once the Account record is saved the integration will create a new Customer...
Import Contacts from Office 365 into Gold-Vision
...single Account From an Account select the Action Button to Import O365 Contacts. Close modal This will display the contacts within that company, you will be notified to re-authenticate. Upon...
Manage Your Day
...record select the + icon to see the New Menu and select Activity. If you are on an Account you will see the full list of activities you can create,...
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...
Managing Duplicate Data
...an Account or Contact, Gold-Vision can run a duplicate check. Close modal Info Your administrator can configure this in the Screen Designer for Accounts and Contacts, by selecting the fields...
