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Articles tagged "Team" returned 105 results.
Page 9 of 11
Microsoft Dynamics NAV Integration Overview
...access Dynamics NAV. Setting up the Microsoft Dynamics NAV Integration If you are interested in setting up a Microsoft Dynamics NAV integration for your business, please contact our Support Team....
QuickBooks Online Integration Overview
...Online, sign up here. Please get in touch with our Support Team or your Account Manager to enable the integration on your Gold-Vision. Once the integration has been enabled you...
Sage 50 Integration Overview
...new to this tool, find out more and sign up here. If you are interested in setting up a Sage 50 integration for your business, please contact our Support Team....
Xero Integration Overview
...you are new to Xero, sign up here. Please get in touch with our Support Team or your Account Manager to enable the integration on your Gold-Vision. Once the integration...
Create a Delegate List
...Export format as Attendees Tip From the Actions Menu you can pin the Delegates list to a Home Page or a Menu so that your team can access it easily...
The Home Page
...page at any time by clicking on the Gold-Vision logo (top left of the screen) or use the View menu. Close modal Info Your Team logo and banner are set...
The New Gold-Vision Home Page
...Home Page making it your Company Notice Board Info Your Team logo and banner are set up in the Team Management options. Speak to your System Administrator to change them....
Updates
...current list option (All, Team, My, Favourite or Dormant). When looking at a Map view, applying additional filters automatically updates the entries on the map Users can see the full...
Role Management
...on the New button Role group Name – Where you enter the name for your Role Group, for example “Sales”, “Support Team”, etc. Roles – This is where you will...
Creating Dashboards
Who is it aimed at? All users, particularly account managers, team leaders and managers to assist with reporting. What does it cover? Creating a home page dashboard made up of...
