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Microsoft Dynamics NAV Integration Overview
...NAV customer from a Gold-Vision Account Pushback Dynamics NAV Customer data into a Gold-Vision Account Create a new Dynamics NAV Vendor from a Gold-Vision Account Create a Dynamics NAV address...
Portal Overview
...The Account Pages are designed to be a self service area where customers can view your Gold-Vision Account (Company) data and create or update information from Contacts, Profiles and Site...
Configuring Modern Authentication for Gmail
...service Account. The user must have access to the Google Cloud Platform. The user must have access to the Admin section of the Google Apps Dashboard. Configure email Service Account...
Mail Tracking Settings for Gmail
...Set the ‘Authentication Method’ to Gmail Service Account OAuth. Set the ‘Host Address’ to: imap.gmail.com Set the ‘mailbox username’ to the users mailbox address. Set the Gmail Service Account address...
Introduction to Gold-Vision Portal
...will see how the… Account page can act as a self-service area for customer to view and update details based on Account, Sites, Contacts and Profile details. Activity page allows...
Introduction to Gold-Vision Portal
...will see how the… Account page can act as a self-service area for customer to view and update details based on Account, Sites, Contacts and Profile details. Activity page allows...
Introduction to Gold-Vision Portal
...will see how the… Account page can act as a self-service area for customer to view and update details based on Account, Sites, Contacts and Profile details. Activity page allows...
Configuring Time
...following items – Account, Account Activity, Contact Activity, Opportunity, Opportunity Activity, Project or Project Activity . From Settings go to Screen Designer and select the record where you would like...
Using DocuSign Integration
...to. If the mobile number is not setup with a country code the integration will use the country code based on the Address Preference field. Note The recipient will receive...
Configuring the Microsoft Outlook Integration
Close modal Overview Gold-Vision allows integration with your Microsoft Outlook mailbox, this enables you to: Automatically link Outlook emails to associated CRM records including Account, Contacts and Activities. Enable Calendar...
