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Articles tagged "user" returned 230 results.
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Configure QuickBooks Online integration
Configure QuickBooks Online integration An Administrator user will need to configure each required module for the integration, the modules available are below: Real-time Modules – which send information from Gold-Vision...
Exchequer Integration Overview
...customer data such as addresses and quote/order information. Reduce user access to Exchequer – If your users can access the information they need within Gold-Vision there is a lesser requirement...
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...
Loqate Email Validation Integration Overview
...and monitor the results in the Validation Centre. Validation options – Set your own rules for length of validation result and which users or teams can validate emails in Gold-Vision...
Configuring Loqate Email Validation
...the Validation Centre. Validation options – Set your own rules for length of validation result and which users or teams can validate emails in Gold-Vision CRM. Setting up the Loqate...
Configuring Modern Authentication for Office 365
How to set up Modern Authentication for Office 365 Pre-Requisites User must have access to Azure Active Directory with Admin permissions. Under Enterprise Applications in Azure AD, Office 365 Exchange...
Mail Tracking Settings for Office 365
Navigate to Settings→ Users (Administrators)→ select a user from the list. Close modal 2. Select Actions→ Mail Tracking Settings. Close modal 3. Select Type Office 365 4. Set the Authentication...
Team Management
...can choose to invite a new User or Select an existing User. Edit/Delete a Team To Edit a team, press the ‘Edit’ button. From here, you will be able to...
Creating An Opportunity
...Security field in combination with the Owner field. Info Public: Record is accessible by all usersTeam: Record is only accessible to the owner of the opportunity as well as users...
Pin to Home Page & Menu
...item template to the user menus as a custom item. Users can enter data against a new item screen but instead of saving it they can pin it to any...
