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Articles tagged "using_portal" returned 244 results.
Page 7 of 25
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...
Using LiveChat Integration
Introduction When a new Livechat is started Gold-Vision will try to match the visitors’ email address with email addresses in Gold-Vision. If a match is found the integration will display...
Using your Sage 50 Integration
Send a Gold-Vision account to SAGE Pushing a Gold-Vision Account to Sage is based on the alert conditions which have been defined in the Configuration, click here to find out...
Using Secure Notes
Introduction to Secure notes The Secure Notes feature allows a user to create a note with an additional layer of security. The body of the note is recorded in the...
Updates
...for a table it is now possible to have the option yyy/mm/dd as the date format. When using a date field on the X axis for a widget with the...
Using Projects in Gold-Vision
Who is it aimed at? Users managing Projects and Activities in Gold-Vision. What does it cover? We will cover how to create and manage Projects & Activities in Gold-Vision along...
Using Loqate Email Validation
Single Address Validation Open your contact record and click on the Validation icon on the right hand side of your email address field. Close modal Or, similarly on your Lead...
Using the ZoomInfo Integration
In Gold-Vision when creating a new Account, Contact or Lead you can click the What’s Next prompt to import the data from ZoomInfo. Close modal You will then get a...
Easy Navigation Tips
...complete your Activities from your To-Do list. Navigation using Short Codes As well as navigating using the view or global search option, users can also access top level lists by...
Searching and Filtering Lists
...search options such as “greater than…” or “less than…”. Click on the Funnel in the Search box then choose your filter options: Close modal Wild Card Using the wild card...
