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Articles tagged "contacts" returned 100 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...
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...
Creating Accounts & Contacts
...record holds information on people within an Account. Each Account has a Primary Contact. You can add this when you create an Account or update it later. Additional Contacts can...
Account Portal Management
...– allows you make the space visible to contacts with the user roles selected. Editable Roles– allows you make the space editable to contacts with the user roles selected. Restrict...
Using Contact records
...Dormant contacts can be viewed and made live from the View menu in the list of Contacts. Clicking on the Contact will make it live. If you need to change...
Configure Account Page
...contacts with the user roles selected. Editable Roles– allows you make the space editable to contacts with the user roles selected. Restrict Access by Contact ownership – allows you to...
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...
Managing Duplicate Data
...And Contacts Duplicate Accounts and Contacts can be merged in the Settings area For more information please click here. Info You will need to be an Admin to complete this...
Using Office 365 Contact Synchronization
...or unsync up to 50 contacts at one using the multi-select feature. Click “Select” to select multiple contacts to be synchronized at once, once you have selected contacts use the...
Integrations Pricing
...Web Forms Details Price / month Portal Single Account Access Portal Subscription – Single Account Access Cloud Customer 5-9 Users Up to 250 Contacts/ Logins One Portal Space with Account...
