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Articles tagged "accounts" returned 77 results.
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Changing The Name Of An Item
Item names can be changed in Gold-Vision for instance your organisation may refer to “Accounts” as “Companies”. This can be amended in the Screen Designer area. Close modal Once you...
Configure your Lead Screens
...mapped to Gold-Vision fields so when the Lead is promoted the data will appear in Gold-Vision. Fields can be Promoted to Accounts, Contacts, Account Activities, Projects and Opportunities Close modal...
Critical Fields
...field(s) back to the screen. Which fields are critical fields in Gold-Vision? All items – Summary (except contact where First Name is a critical field) and Account name Accounts -Primary...
SMTP Settings
...an Administrators you can access the SMTP Settings within the Settings area. Close modal Google and Gmail Accounts For these type of mailboxes you will need to use the App...
Financial Entities
...Financial Entity, the External ID is a unique 3rd party code for integrations. Tip Tip: Financial Entities can be set against Products, Currencies and Price Lists, Accounts, Opportunities and Quotes....
Meta Data
...is simple just send a Get request along with you object type and away you go. Below you can find an example of what that request could look like: https://YOUR-GOLD-VISION-URL.com/aster/accounts/meta...
Configure Xero integration
...Accounts and Quotes Modules and click Save. Click here to find out more about how to set up Alerts. Close modal Live Modules Enable Live Product Feed by clicking the...
Configuring the Eventbrite Integration
...be created against this new Account. Info In order to link as many Attendees to their corresponding Gold-Vision Accounts, we strongly advise to always complete the Email Domain when creating...
Using the Eventbrite Integration
...the buyer. If no matching Accounts are found in Gold-Vision, the new Contact will by default be placed under an “Unknown Attendee Account”. The name of this account will depend...
Using Loqate Address Lookup
...up for a Loqate account. This is an optional Gold-Vision add-on which assists users when adding new Accounts and Contacts and is offered with flexible payment options. How to use...
