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Articles tagged "contact" returned 195 results.
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Import Contacts from Office 365 into Gold-Vision
...or select a number of contacts to update Import Contacts You can also import contacts from office 365, not only sync them. Imported contacts will appear under the imported contacts...
Using Contact records
Close modal Users can easily manage Contacts within Gold-Vision using the action menu against the Contact record Edit a Contact Contact records can be edited by clicking on the Edit...
Office 365 Contact Synchronisation with Gold Vision
...with Office 365 Use the icon or the Action menu as shown Close modal Close modal Synchronise a Contact from the Contacts List View Contacts from the Contact List. To...
Creating Accounts & Contacts
...Primary Contact field has been filled after saving the Account records you have the choice to complete further details for the Contact record. Create A New Contact A Contact...
Using Office 365 Contact Synchronization
...Action menu as shown Close modal Close modal To Synchronise a Contact from the Contacts List View Contacts from the Contact List. To Synchronise a contact simply select from the...
Office 365 Contact Sync Integration Overview
Close modal Gold-Vision’s 365 Contact Synchronisation (O365 Contact Sync) can provide the ability to synchronise contacts from within Gold-Vision to your individual O365 account or enable import of Contacts...
Enabling 365 Contact Synchronisation
Close modal Gold-Vision now has an Office 365 Contact Synchronisation (O365 Contact Sync) add–on which can be enabled per user. This can provide the ability to synchronise contacts from within...
Merging Accounts Or Contacts
Accounts and Contacts can be merged in the Settings area within Data Management and select either Merge Accounts or Merge Contacts. Merge two Accounts or Contacts (a Source and a...
Edit Account and Contact Addresses
Account and Contact address details are held within the Site record. To edit an Account or Contact address details users will have to edit the Site record. From the Account...
Import types
...contact import (rows without contacts will be skipped). Account Contact Full Importing accounts and contact with full data. Includes all user defined fields in account and contact. Account name or...
