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Search for "service_account" returned 211 results.
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Configuring Gmail Calendar Synchronisation – Basic Authentication
...modal Close modal Setup the Service Account and generate Private Key Navigate to ‘Credentials’ → Create Credentials → Click on Service Account Key → enter GoldVision in the Service Account...
User Mail Tracking Setup with Basic Authentication
...Service User account. When an email is tracked, an entire copy of the message and attachment is stored in Gold-Vision and linked to the relevant account and contact or other...
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...
Service Status
UK & Europe Gold-Vision Hosted Service is up and running Last updated 09/05/2025 11:30 Planned Outages for Essential Maintenance: Our systems will be unavailable due to patching during the...
Using Account records
...dormant Accounts can viewed from the Accounts list. Select ‘All’ and then ‘Dormant’. Make Accounts Dormant in bulk To make Account dormant in bulk, go to the Accounts list and...
Simple Time Management
...Log Time for Account Records You can use the Log Time functionality against the Account record if for example you would like to record the time used for Account Management....
Import types
...Note summary or ID. Account Importing accounts only Account name, reference (plus postcode if required). Contact Adding contacts to existing accounts, based on a match to account information. Account name...
Import TPS (Telephone Preference Service ) Data
In Gold-Vision Administrator users can import a of phone numbers that are included on the Telephone Preference Service. This will will prevent users to make phone contact and also to...
Mail Tracking Settings for Gmail
...Set the ‘Authentication Method’ to Gmail Service Account OAuth. Set the ‘Host Address’ to: imap.gmail.com Set the ‘mailbox username’ to the users mailbox address. Set the Gmail Service Account address...
Configure QuickBooks Online integration
...modal 1. Gold-Vision Account -> QuickBooks Online Customer Enable this Module so that Gold-Vision Accounts will be sent to QuickBooks online as Customers Edit Mappings choose which Gold-Vision Account fields...
