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Articles tagged "office" returned 5 results.

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Setting up a service account for Office 365 & Exchange

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 rule can be configured separately: User Mail Tracking Setup. This guide covers the…

Outlook Plugin Troubleshooting

If you are having trouble installing or viewing the Outlook plugin for Gold-Vision, please follow the guidance below.  If you are looking for information on how to download and setup the plugin itself please view the main Outlook Plugin page. Outlook Version and Compatibility Please ensure you are running one of the versions of Outlook listed below.…

Mail Tracking & Calendar Troubleshooting

Message Advice (401) UnauthorizedLogin Failed Typically this message indicates that a username or password is incorrect within the mail tracking setup. Most mail tracking configurations require a username and password of an user or service account in order to connect to a mailbox. Review the core Mail Tracking Setup guides to learn how to update this information.…

User Mail Tracking Setup

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 about setting up the Service User account. When an email is tracked, an entire…

Outlook Plugin

The Gold-Vision Add-In tab is available on both the main Outlook ribbon (when looking at Emails or Contacts/People) and within individual email messages. To add a message Gold-Vision, select it within the Inbox (or other folder) or open the item, then click Add Message to Gold-Vision. Note: We aim to offer customers the best and…