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Articles tagged "standard-reporting" returned 99 results.
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Generating a Token with Postman
Postman can be downloaded from: https://www.postman.com/ Here are some examples using an industry standard tool POSTMAN as an example of what it could look like integrating with Gold-Vision API. When...
Configuring Custom Integrations
Close modal We offer a great range of standard integrations but if you have a unique integration requirement, our API makes it possible. Every organisation uses different tools and has...
Configuring the Eventbrite Integration
...to collect details from all Attendees in the Eventbrite Order Form, there are two ways you can display the Anonymous Attendees in Gold-Vision: Anonymous Attendee – a standard Gold-Vision Anonymous...
What Is GDPR? Including Best Practice
...requirement. The requirements for Subject Access Requests (SAR) are changing considerably. The standard charge is being removed which is leading many to speculate that the number of SAR’s made will...
Managing your Exchequer Integration
...Transaction history is imported for all integrated customers and includes Sales Invoices, Credit Notes, Journal Invoices, Journal Credits, Sales Quotes and Sales Orders. The fields imported as standard can be...
Configuring Time
...will show you how to configure Time and below you have step by step instructions as well: Setting up a Standard Working Day The initial setup is quick and easy....
Run and re run a stage
...be re-run multiple times. This allows you to just use one Campaign for, say the distribution of a standard newsletter, or for different phases of the same Campaign. Each time...
Marketing automation introduction
Marketing Automation enhances some of the standard Gold-Vision and additional module functionality and can be applied to the entire customer lifecycle. For instance, automated workflows can be used to remind...
Adobe Sign Integration Overview
...complete your documents. Templates are created using standard wording which doesn’t need amending each time. Speed Sign – Make it much simpler for your recipient to interact and respond quickly....
Custom Integrations Overview
Close modal We offer a great range of standard integrations but if you have a unique integration requirement, our API makes it possible. Custom Integrations for Gold-Vision CRM Every...
