Please note: For information on configuring with Modern Authentication, please click here. Introduction Gold-Vision automatically tracks email (and synchronises Tasks, Appointments and Contacts from MS Exchange) by using a service on the local server to login to users' mailboxes and record messages into the CRM system. The settings for privacy and exclusions outside of this…
Charts, tables and counts, known as Widgets, can be created from lists or Home Pages. Creating A Count From A ListTo create a Count from a list, select Report from the View menu.
The Account main menu enables users to perform different actions to the Account record:
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 Target) and include sub items such as Opportunities and Activities. By checking the 'Delete source after merging' checkbox, you will be left with one record…
Create A New Account An Account is the central record for managing all company information, whether they're customers, prospects, partners or suppliers. New Accounts can quickly be created by using the New Item menu:
DiscountsDiscounts can be applied to individual products using the inline edit feature.
Pre-Requisites Users must be using GSuite including Gmail business email. GSuite must be setup with a company domain. The GSuite user must be an administrator in order to create a service Account. The user must have access to the Google Cloud Platform. The user must have access to the Admin section of the Google Apps Dashboard.
Navigate to Settings→ Users→ Select a User from the list.
Navigate to Settings→ Users (Administrators)→ select a user from the list.