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Articles tagged "change" returned 113 results.
Page 9 of 12
Note Alerts
...can be sent from Gold-Vision if there have been any changes to the activity respectively. Example 2 You could be an account manager and want to stay up to...
Updating an Import
...used although this can be changed and updated to use your specific values during the update import process. Close modal Option 2 – Additional Leads If you have been provided...
Price Lists
...set up new currencies please see ‘Financial Entities’. Once you have saved your Price List you will not be able to change the Parent Currency. Editing A Price List Price...
Generating a Token with Postman
...using this tool we create a new request and change our authentication to the type of OAuth 2.0, from this we can generate a new token and use the information...
Configuring the Generic Phone Integration
...the Enabled box Save Tip If you later need to check or change the integration you can do so by under the ‘Manage’ tab of the integrations store front. 2....
Configuring Gmail Calendar Synchronisation – Basic Authentication
...will need to upload the private key you obtained. Click on Test → Should receive ‘Success’. Close modal The users calendar should appear in the Calendar/Folder field. → Save changes....
Configuring Gmail Mail Tracking with Basic Authentication
...‘IMAP v2’, Host Address: imap.gmail.com Mailbox Username/Alias: User’s Gmail email address Mailbox Password: User’s Gmail password Use SSL checkbox: Checked Close modal Remember to Save changes and Test the connection....
Using your Sage 50 Integration
...change is saved, the integration will push the account through to SAGE. The Sage ID will automatically be populated against the Gold-Vision account. Close modal Account data pushed from Gold-Vision...
Managing your Sage 50 integration
...between Gold-Vision and Sage You can then create Triggers and Configure the data as per your business requirements: Close modal The Trigger against the module will let you change the...
Exchequer Integration Overview
...jobs, or create new Exchequer customers, suppliers, quotes, sales orders, and invoices with ease right from Gold-Vision accounts, quotes, or bookings. Intelligent automations Automatically import transaction histories, synchronise exchange rates...
