Using Sites

...a different Site: Info Other than for Account and Contact Records Administrators will have to add the Site field on the screen design of the required item. To find out...

Using Word Mail Merge

Word mail merge can be used to create a personalise Outlook email to a group of recipients using a campaign source You can either create a campaign source and export...

Data

Using Appointments to manage diaries

...the outcomes of your sales meeting by using the Outcome drop down field: Close modal Info Appointment Outcome options can be changed in the Settings area. Filter Apointments View Team’s...

Using a Postman Collection

...Postman software. It has everything to get you started all you need to do is complete the URL, Client ID and Client Secret then you can start using Gold-Vision RestFul...

Using the QuickBooks Online integration

1. Gold-Vision Account to Quickbooks Online Customer Based on the specific Alerts pre-configured, Gold-Vision Accounts can be pushed to QuickBooks Online Customers using different methods: In the example below the...

Configuring Modern Authentication for Office 365

...Office 365 or the recommended version of EWS. User Impersonation must be enabled. This is set against the Mail Tracking settings page and Calendar Synchronization settings page with the field...

Configuring Modern Authentication for Gmail

...Impersonation must be enabled. This is set against the Mail Tracking settings page and Calendar Synchronization settings page with the field name ‘Disable EWS Impersonate’ (field must be unticked). Configure...

Connecting to your ZoomInfo Account

To start syncing data you will need to connect Gold-Vision to your ZoomInfo account. Info You will need a valid ZoomInfo account with access to the Enterprise (Enrichment) APIs. Click...

Managing your Sage 50 integration

...run by a Sage user manually to process jobs and synchronise data between Gold-Vision to SAGE on a basis that suits them. The tool is usually installed on your Sage...