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Search for "Data Management" returned 257 results.

Page 14 of 26

Configure Xero integration

...schedule how often data is imported/exported to and from Xero within the chosen module: Close modal Edit Retrieval Period – how far back you would like data to be imported...

Configuring Custom Integrations

...different mission-critical data and procedures. No matter your requirements, our software development experts will find a solution. Our Special Projects team have previously built integrations that facilitate: Automatic text-message sending...

Configure Dynamics NAV Integration

...Retrieval Period Define the amount of historical data you would like in Gold-Vision as well as how often you would like the data to be synced. Close modal Close modal...

Configuring the Lead Forensics Integration

Overview Lead Forensics is a software that reveals the identity of your anonymous website traffic, and turns them into actionable sales leads. In real-time. You can filter this data into...

Custom Integrations Overview

...organisation uses different tools and has different mission-critical data and procedures. No matter your requirements, our software development experts will find a solution. Our Special Projects team have previously built...

Mailchimp Fuse Integration Overview

...idea, dream, brand, or business, and Mailchimp will help you share it with the world. Mailchimp for Gold-Vision CRM Effortlessly manage your email marketing campaigns and contact data with Gold-Vision’s...

Gold Vision Import Report

A data import may fail due to incorrect mappings or invalid data. If an import fails, a Gold-Vision Import Report can be emailed to the user. The report contains a...

Alert Trace

...trace data stored in the database. Tip Tip: It can be useful to create a test record in your system to test if alerts fire rather than using live data....

Microsoft SharePoint

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Configuring the Microsoft Outlook Integration

...Synchronisation to form a two-way link between Gold-Vision and Outlook Appointment creation and management. Close modal Configure Outlook Integration Configure a service account user for Office 365. For further information...