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Articles tagged "Administrator" returned 90 results.
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Configure Xero integration
Administrators can update the integration module, edit the field mappings and trigger alerts, also set up the batched modules: Real-time Modules Close modal Edit Mappings Click Edit Mappings then choose...
Using SharePoint Online Integration
...document editing Tip In order to use the integration it must first be setup by an administrator. Please click here to setup the Sharepoint Online integration. Uploading Files Files can...
Configure QuickBooks Online integration
Configure QuickBooks Online integration An Administrator user will need to configure each required module for the integration, the modules available are below: Real-time Modules – which send information from Gold-Vision...
Configuring LiveChat Integration
...Enable User Access To enable a user to create new items in Gold-Vision, the Gold-Vision Administrator needs to set the user’s LiveChat id against their Gold-Vision user record. Close modal...
Configuring the Lead Forensics Integration
...retrieve your customer key from within Gold-Vision license settings, you must be a system administrator to see this page: Close modal 2. You will then need to send your customer...
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...
Enabling 365 Contact Synchronisation
...Gold-Vision to your individual O365 account or enable import of Contacts from O365. Enabling Contact Synchronisation Your Gold-Vision Administrator will need to complete the setup to activate the O365 synchronise...
Generic Phone Integration Overview
...Generic Phone Integration In order to use the Generic Phone integration to dial numbers, it must first be enabled by a system administrator. To learn more please visit our Configuring...
Gold-Vision 8 Upgrade Planning
...Administrator to complete this task. Configure Your Screens Close modal Manage Options Close modal Select an icon, select tile colour, enable avatars (for Users), include in Global Search. Select an...
Create An Event
...the Event Screen Design (See your Gold-Vision Administrator if this isn’t available) and upload relevant images/documents. You can add products to your Event if they are chargeable – add products...
