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Articles tagged "calendar" returned 29 results.

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Calendar Synchronisation

...Calendar Synchronisation supports the following third party calendar providers: Microsoft Exchange (2007 or later) Google calendar Office 365 To enable calendar synchronisation you may need to setup a service account:...

Configuring Gmail Calendar Synchronisation – Basic Authentication

Close modal Overview Please note: For information on configuring Gmail Calendar with Modern Authentication, please click here. Gold-Vision allows integration with your Gmail mailbox. Enable Calendar Synchronisation to form a...

Report, Calendar, Map and Flows view

...View is the most popular view in the system and this will display a list of all the items e.g. list of all Contacts in the system Calendar View Lists...

Calendar Settings for Gmail

...the Password field. 7. Optionally, check Import Appointments. 8. Select Fetch Calendars. 9. Select the calendar you want, usually there is only one. 10. Select Test to test the settings....

Calendar Settings for Office 365

...Appointments if you want appointments created in Outlook to be imported to Gold-Vision, otherwise leave this unchecked. 7. Select Fetch Calendars 8. Select the calendar you want, usually there is...

Mail Tracking & Calendar Troubleshooting

...find out if the user mail tracking is setup correctly is to use Mail Tracking Diagnostics under the Settings menu. Here you can perform a mailbox and calendar connection test...

Managing Appointments

...to drag and drop appointments to other dates. Close modal Calendar Synchronisation When you have calendar synchronisation enabled, appointments made in Gold-Vision appear in your calendar (e.g. Outlook or Google...

Gmail Integration Overview

...information discussed. Calendar syncing – Syncing your Gmail Calendar with your Gold-Vision instance allows you to view and manage appointments with contacts from within your CRM. Action centre alerting –...

Microsoft Outlook Integration Overview

...Outlook Integration Calendar synchronisation – when enabled, Calendar Synchronisation forms a two-way link between Gold-Vision and Outlook Appointment creation and management, so you can see and edit your calendar across...

Welcome new customers

...series such as the example below: Close modal Running a Welcome Email Series The series includes a welcome email, an introduction to help and support contact details, an event calendar...