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How To Setup Product Group Targets
...then enter a Target Value. You will also need to select a Product Group. Close modal Info Product Groups can be set up in Admin Settings under Project Management,...
Note Alerts
...management processes. Close modal When a note is added to the Account, the Last Note Date field is updated Close modal Example 1 An example as to when note alerts...
Managing your Sage 200 Integration
...views available in the Gold-Vision Administration Console to assist with trouble shooting. The implementation team will talk you through these screens during the integration training. Please note that the management...
Configuring Gmail Calendar Synchronisation – Basic Authentication
...two-way link between Gold-Vision and Gmail Appointment creation and management. Configuring your Gmail Integration There are 2 options available when setting up your Gmail integration with Gold-Vision: (Option 1) Create...
Microsoft Outlook Integration Overview
...Outlook Integration Calendar synchronisation – when enabled, Calendar Synchronisation forms a two-way link between Gold-Vision and Outlook Appointment creation and management, so you can see and edit your calendar across...
