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Articles tagged "accounts" returned 79 results.
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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...
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...
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...
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...
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....
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...
Product News
...new Gold-Vision Accounts, Contacts and Leads by copying the URL from ZoomInfo. The release also includes general updates to Reports, Seminar Alerts, Multi Select and lead list views. The Knowledge...
Creating & Editing Sites
By default when a new Account is created and the Primary Address is completed by the user, Gold-Vision will automatically create a Site record in the background. Close modal Note...
Creating & Using Notes
Notes can be created against any item within the Account and are used to record important Account related information. Create a Note Close modal Close modal Note Options Stick –...
