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Articles tagged "change" returned 113 results.
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Setting up a service account for Office 365 & Exchange
...for Exchange Web Services Gold-Vision uses the Exchange Web Services (EWS) to interface with Exchange. If you do not have the Exchange Web Services configured for some reason then the...
Connect Email Design Tool Changes 2023
...new drag and drop templates. How can I prepare? To prepare for these changes, we suggest that new email templates are created using the new drag and drop tool as...
User Mail Tracking Setup with Basic Authentication
...Scan Name (Optional) Facilitates multiple mail tracking processes. Please contact us if you require more information. Exchange Set Up Close modal Exchange Version Select the version associated with your mailbox....
How to use the legacy drag & drop design tool
Warning The legacy drag & drop design tool is retiring on 31st July 2023. For more information on these changes, and how to prepare, please visit this page. If you...
Configuring Modern Authentication for Office 365
...exclusions outside of this rule can be configured separately: User Mail Tracking Setup. This guide covers the different requirements for Office 365, Exchange 2013 to 2019 and Exchange 2007-2010. For...
Using Contact records
...the Contact Record following Account reassign. Click Edit to change any details, such as address, email, telephone, click Save to update changes. Further Account Actions Further actions can be performed...
Mail Tracking & Calendar Troubleshooting
...cause of mail failing to track. Microsoft Exchange to Office 365 Migration If you have migrated your email services from Exchange to Office 365 you will need to perform some...
Portal View – Examples
...click to save. Info Please Note – Changes made in the portal will synchronise and update Gold-Vision. Add Notes in the Portal Contacts can add notes and attachments. These will...
Email Merge Fields
...to set the corresponding field name from CRM. To save changes, click on the Finish Editing option or Save as New Template. Alternatively, to undo changes made, simply click on...
Creating An Opportunity
...Value. Opportunity Base Currency is determined by the User’s Base Currency predefined in the Settings area but it can be changed manually when the Opportunity is created. Click here to...
