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Search for "lists" returned 83 results.

Page 7 of 9

Financial Entities

...Financial Entity, the External ID is a unique 3rd party code for integrations. Tip Tip: Financial Entities can be set against Products, Currencies and Price Lists, Accounts, Opportunities and Quotes....

Creating Templates & Template Tags

...output lists in a single template (for example, to have a list of ‘standard’ and ‘optional’ items from one quote). Support image replacement in tables (or in standard field tags)....

Using the Eventbrite Integration

...under the new Account No: Only this Contact will be put under the new Account. Extra Gold-Vision Event Functionality Creating Activities against Events Exporting Lists to create Badges Create Campaigns...

Using the Generic Phone Integration

...from: From most Lists On item Screens From the To Do Close modal Call Record History Gold-Vision records a list of numbers dialled from within the product. Each time you...

Using Google Mapping

...all major lists to allow any geocoded items to be displayed on a map. In order for the map view to be displayed, one geocoded field must be selected to...

Using the Exchequer Integration

...against the Gold-Vision Account Close modal 2. Lists against the Gold-Vision Account Close modal 3. Exchequer Transaction History List This list will display items such as invoices and credit memo’s...

Generic Phone Integration Overview

...Dial from multiple places You can click-to-dial from areas of Gold-Vision that provide a list view, including contacts and To-Do lists. The ability to make calls from your To-Do list...

Google Mapping Integration Overview

...Benefits of our Google Maps Integration Radius filtering – the ability to drill down into your lists by postcode. When used, this feature will refine your search results by showing...

Lead Forensics Integration Overview

...point scoring. 3 Key Benefits of our Lead Forensics Integration A powerful combination – The combination of Gold-Vision’s Touch Point Scoring, lead lists, account, and contact information alongside the ability...

Creating A Chart

Charts, tables and counts, known as Widgets, can be created from lists or Home Pages. Creating A Chart From A List To create a chart from a list, select Report...