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Articles tagged "emailtracking" returned 12 results.
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Action Centre
Using the Action Centre Recent list Use your Recent list to keep track of where you’ve been and quickly access those items. Use the Action Centre to keep track of...
Correspondence
The Correspondence section in Gold-Vision displays the all emails and notes items for quick visibility of all correspondence for specific Gold-Vision records. To view the Correspondence section on Gold-Vision records...
Mail Tracking
How to track emails in Gold-Vision Emails are tracked in Gold-Vision if any of the conditions below are met: Where a Contact has an email address – emails to and...
Using Account records
Close modal The Account main menu enables users to perform different actions to the Account record: Edit an Account Account records can be edited by clicking on the Edit Icon...
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...
User Mail Tracking Setup with Basic Authentication
Please note: For information on configuring Mail Tracking with Modern Authentication, please click here. Gold-Vision can be setup to automatically track emails (and synchronises Appointments, Contacts and Tasks from Microsoft...
Calendar Settings for Gmail
Navigate to Settings→ Users→ Select a User from the list. Close modal 2. Select Actions→ Calendar Settings. Close modal 3. Select Google as the type. 4. Input the google service...
Configuring Modern Authentication for Office 365
How to set up Modern Authentication for Office 365 Pre-Requisites User must have access to Azure Active Directory with Admin permissions. Under Enterprise Applications in Azure AD, Office 365 Exchange...
Configuring Modern Authentication for Gmail
Pre-Requisites User must have access to Azure Active Directory with Admin permissions. Under Enterprise Applications in Azure AD, Office 365 Exchange online must be present as an Enterprise Application. User...
Mail Tracking Settings for Gmail
Navigate to Settings→ Users→ Select a User from the list. Close modal 2. Select Actions→ Calendar Settings. Close modal 3. Select Type IMAP Set the ‘Type’ to IMAP v2. Set...
