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Articles tagged "Name" returned 146 results.
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Changing The Name Of An Item
...have selected the item that you would like to amend, using the Actions button, select Rename. Close modal Amend the name of your item and provide details as to how...
Duplicate Scoring
...40 Similar company name and similar contact name. Score: 35 Matching contact phone number. Score: 40 Matching contact email: Score: 50 Similar company name and matching town. Score: 20 Similar...
Import types
...fields in either object Account name or reference (plus postcode if required) + contact names or email address. If not all rows have contact data, use a separate account and...
Using DocuSign Integration
...need to add the eSign Document details: Close modal Add the file name – this is the name of the document you are sending Add the recipients – click on...
User Mail Tracking Setup with Basic Authentication
...this Type). Office 365 Exchange IMAP v2 Office 365 Set Up Close modal Mailbox Username This is the user’s email address Web Service Username This is the Gold-Vision web service...
Using the Adobe Sign Integration
...file name – this is the name of the document you are sending 4. Add the recipients – Contacts or Users 5. Add the document name – this appears in...
Setting up a service account for Office 365 & Exchange
...menu Adding impersonate permission for Gold-Vision user (where the user is called ‘goldvision’) New-ManagementRoleAssignment -Name:impersonationAssignmentName -Role:ApplicationImpersonation -User:goldvision Configure Exchange 2007 – 2010 In order to scan Exchange mailboxes, the ‘goldvision’...
Using SharePoint Online Integration
...file name in Gold-Vision. Open a Gold-Vision item (eg an Account) Locate the Documents section Click on one of the linked folder names to open the folder Click on the...
Preparing your data
...1, Address 2, Address 3. Spilt Contact Names If First and last names have been stored together they should be in two columns Firstname and lastname. You can do this...
Account Portal Management
...update a job titles or email addresses, when using the Account portal. Click on the Details Page tab. Close modal Default Fields – The Account Name will be displayed by...
