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Articles tagged "portal_integration" returned 123 results.
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Configuring the Adobe Sign Integration
Install & Configuration Go to Integrations Storefront next to the Action Menu on the top right-hand side of your screen saver. Close modal From the integrations list select Adobe Sign...
Using DocuSign Integration
...the section to the screen design There is also main list called eSign Documents that you can add to a menu or favourites Close modal Two-Factor Authentication DocuSign integration supports...
Managing your Exchequer Integration
Once you have your integration in place you can manage the integration as follows: Edit Mappings You can manage field mappings between Gold-Vision and Exchequer from settings and Integration Mappings...
Office 365 Contact Sync Integration Overview
...from O365. Office 365 Contact Sync Integration for Gold-Vision CRM This integration with Office 365 allows users to synchronise contacts across platforms. The following data that is present in...
Using your Sage 200 integration
...triggers when the customer field is set to customer 1 or customer 2. Close modal Once the change is saved, the integration will push the account through to SAGE. The...
Using your Sage 50 Integration
...change is saved, the integration will push the account through to SAGE. The Sage ID will automatically be populated against the Gold-Vision account. Close modal Account data pushed from Gold-Vision...
Creating & Using Notes
...you have a portal set-up. The note will appear in the portal once it has been saved. Send Alert – tick this box if you would like to send an...
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...
Using the Exchequer Integration
...a change to a status as shown below. Close modal Once the change is saved, the integration will push the account into Exchequer. The data you have specified in your...
Configuring the Lead Forensics Integration
...Gold-Vision, score it using touch point scoring and create follow up activities or opportunities for your users in Gold-Vision. Enable Lead Forensics Integration 1. To enable the integration you must...
