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Articles tagged "log-time" returned 168 results.
Page 9 of 17
Configure Alerts Introduction
...are met, then an alert can fire Reminder Alert – If an object does not change for a specified amount of time, an alert can fire. Custom Item – “Custom”...
Reminder Alert
...amount of time, or a renewal date is imminent. Close modal Close modal Info Click OK to dismiss your Alerts or Snooze so the reminder appears at a later time/date...
Configure Xero integration
Administrators can update the integration module, edit the field mappings and trigger alerts, also set up the batched modules: Real-time Modules Close modal Edit Mappings Click Edit Mappings then choose...
Exchequer Integration Overview
Close modal From real-time management reporting to accounting on the move, our Exchequer integration offers a range of benefits that will enable you to simplify your processes and strengthen...
Generic Phone Integration Overview
...ensures that calls are made on time, and tasks are completed without wasting time looking for and dialing numbers. Record your call history When the Phone integration is configured, Gold-Vision...
Gmail Integration Overview
...will automatically track and store your emails and calendar appointments into Gold-Vision from any device, at any time. You’re in control Only want to track emails between your Sales team...
Microsoft Outlook Integration Overview
...and calendar synchronisation from any device. It’s likely your sales teams already have Outlook open most of the time – and that they’re pretty happy with using it. Gold-Vision’s integration...
Xero Integration Overview
...consolidated view. Inspect customer and transaction history and create interactive reports in real-time without leaving your CRM. Simple quote creation Create professionally branded quotes using customisable templates in minutes. Simply...
Manage Event Bookings
...more than one Event at the same time. Close modal Add Contacts, Leads or Anonymous Attendees Once your Booking is created select to add either: Contacts – You will be...
Configure Account Page
Once you have installed your Portal it’s now time to Configure your Account Pages Account Pages are designed to display data from your Gold-Vision Accounts, Contacts, Sites & Profiles: Contacts...
