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Using the QuickBooks Online integration
...the specific quote. 5. Viewing Quickbooks Online Financial data in Gold-Vision Transaction History To view Transaction History in Gold-Vision access the Account and go to the Transaction History Section. Here...
Configuring DocuSign Integration
...based on the Address Preference field. Close modal Create eSign Document template Setup a Gold-Vision template which may contain Gold-Vision “tags”, which are substituted with the corresponding item data –...
Using Google Mapping
Introduction Gold-Vision’s Google Maps integration allows users to visualise their CRM data in an entirely new way. Customer, supplier and prospect records can now be displayed through an interactive map...
Using the Microsoft Dynamics NAV Integration
...Viewing Dynamics NAV Financial data in Gold-Vision Financial information is pushed into Gold-Vision from Dynamics NAV in the following formats: 1. Fields against the Gold-Vision Account Close modal 2. Dynamics...
Import Contacts from Office 365 into Gold-Vision
...Contacts to select or view. Close modal You can also use the General Search to filter your data for Import Contacts Close modal All Contacts The All contacts view is...
Office 365 Contact Sync Integration Overview
...from O365. Office 365 Contact Sync Integration for Gold-Vision CRM This integration with Office 365 allows users to synchronise contacts across platforms. The following data that is present in...
Administration
User Settings Design Data Global Settings Alerting & Workflow Products, Tax, Currencies Diagnostics & Troubleshooting Gold-Vision API Not sure what to do? Our support team is ready to help Raise...
Create Event Sessions
Create Event Sessions Sessions can be added to Events, for example a training day with workshops/speakers, from the New Icon menu shown below. A Session can help to track who...