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Search for "accounts" returned 81 results.
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Filtering
...the records you need. Basic syntax ?filters=fieldName=value For example, to retrieve accounts created this year: GET {your-url}/api/cosmos/accounts?filters=createdDate=[this year] Combining filters Join multiple conditions with a comma — all conditions must...
Using your Sage 200 integration
...credit memos, in Gold-Vision. This data can be accessed in two ways, either from the top level View menu, or against individual Accounts Transaction History Import The transaction history import...
Managing your Sage 50 integration
...links Integration links define the relationship between the account in Gold-Vision and the Customer in Sage. When accounts are pushed from Gold-Vision into Sage, an integration link is generated for...
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...
Google Mapping Integration Overview
...Explore individual sales person’s accounts, your top paying customers, or this month’s leads – all at the click of a button. Route planning Identify which customers or prospects you need...
Microsoft Outlook Integration Overview
Close modal Gold-Vision’s Outlook integration gives you the ability to sync your favourite email tool with your CRM! Access emails directly from within Gold-Vision and track interactions against Accounts...
Getting Started
...existing items, such as accounts, contacts, leads and opportunities. You will also be able to view any custom menus here, for instance a menu specific to your sales team or...
Portal Management
...determine where data will be pulled from Gold-Vision Choose Account if you want to display data from Accounts, Sites or Profiles or choose Activities if you want to display Gold-Vision...
Configuring Modern Authentication for Gmail
...Service Accounts Close modal 5. Select ‘Create Service Account’ Close modal 6. Under ‘Grant this service account access to project’, set the role to ‘Owner’. 7. Under ‘Keys’ select ‘Create...
ZoomInfo Integration Overview
...to create new Gold-Vision Accounts, Contacts and Leads by coping the URL from ZoomInfo. Benefits of using the ZoomInfo Integration Saves time – Simply paste the URL directly into Gold-Vision...