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Articles tagged "emailtracking" returned 13 results.

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Configuring Modern Authentication for Gmail

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.   

Mail Tracking Settings for Gmail

Navigate to Settings→ Users→ Select a User from the list.

Mail Tracking Settings for Office 365

Navigate to Settings→ Users (Administrators)→ select a user from the list.

Calendar Settings for Office 365

Navigate to Settings→ Users→ Select a User from the list.

Calendar Settings for Gmail

Navigate to Settings→ Users→ Select a User from the list.

Setting up a service account for Office 365 & Exchange

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…

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 Exchange, Office 365 or Google) by using a service on the Gold-Vision server to access users' mailboxes and track emails. Click here to find out more…

Using Contact records

Users can easily manage Contacts within Gold-Vision using the action menu against the Contact record

Using Account records

The Account main menu enables users to perform different actions to the Account record: