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Articles tagged "service_account" returned 212 results.
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Exchequer Integration Overview
...Close modal Sales process Close modal Our integration with Exchequer will allow for the following actions: Create new Exchequer customer from Gold-Vision account Create new Exchequer supplier from Gold-Vision account...
Setting up Products with Time/Unit
Allows you to log time/units against Gold-Vision records linked to Purchased Time / Units. The Log Time functionality is available against an Account, Account Activity, Contact Activity, Opportunity, Opportunity Activity,...
Introduction to Time
...are available in the following areas: Account Account Activity Contact Activity Opportunity Opportunity Activity Project Project Activity Time Features Time feature has been designed to also allow users to record...
What’s New in Gold-Vision 8
...portal that updates from Gold-Vision in real-time to create a external portal for areas including Customer Support and Account Activity management. There is a range of portal templates which you...
Using the Exchequer Integration
Send a Gold-Vision Account to Exchequer You can define the trigger by which an account can be sent to Exchequer as a Customer or Supplier. It could be driven by...
Portal View – Examples
View the Portal When logging on to the portal users will see the Account and / or Activity details as defined when designing your Portal. For more information on how...
Using the Microsoft Dynamics NAV Integration
Push a Gold-Vision Account to Dynamics NAV You can define the trigger by which an account can be sent to Dynamics NAV as a Customer or Vendor. In the example...
Calendar Settings for Gmail
...account created previously in the Primary Email field. 5. Input the users email address for the mailbox into the username field. 6. Input the password of the Service Account into...
Calendar Settings for Office 365
Navigate to Settings→ Users→ Select a User from the list. Close modal 2. Select Actions→ Calendar Settings. Close modal 3. Select Office 365 as the type. 4. Input the users...
Mail Tracking Settings
...they are defined per user. You should include Junk, Outbox and Drafts here. Omit Errors from Log If checked, mail scanning errors are not logged. Disable EWS Impersonate Stops the service...
