Search Results
Articles tagged "outlook" returned 19 results.
Page 1 of 2
Outlook Plugin Troubleshooting
...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. Outlook 2013 Outlook...
Outlook Plugin
...This is why from March 2017, the Outlook 2007 plug-in is no longer supported. Download the Plugin To download the Outlook Add-In, go to https://outlook-plugin.goldvisioncrm.com/setup.exe You can then Save and...
Microsoft Outlook Integration Overview
...or Contacts, whenever and wherever. Outlook Integration for Gold-Vision CRM Whether you use Outlook, Office 365, or Exchange (or a mix of the three), mail server integration guarantees email...
Configuring the Microsoft Outlook Integration
Close modal Overview Gold-Vision allows integration with your Microsoft Outlook mailbox, this enables you to: Automatically link Outlook emails to associated CRM records including Account, Contacts and Activities. Enable Calendar...
User Mail Tracking Setup with Basic Authentication
...Confidential in Outlook 2 = Private – will track all emails except those marked as Confidential in Outlook 3 = Confidential – will track all emails including those marked as...
Campaign stage types
...modal Info You need to be a Connect user to be able to use this feature. Contact your account manager to find out more Outlook To run an Outlook email...
Managing Appointments
...to drag and drop appointments to other dates. Close modal Calendar Synchronisation When you have calendar synchronisation enabled, appointments made in Gold-Vision appear in your calendar (e.g. Outlook or Google...
Mail Tracking
...open a new Outlook email with the email address predefined Close modal 2. From the Actions Menu against the Gold-Vision record select Email Option Close modal Primary Email Actions Close...
Gold-Vision 8 Upgrade Planning
...you are still using Legacy Campaigns Contact Outlook synch Planned for Q4 TPS Import Please speak to your Account Manager if you use the TPS Import Local document storage This...
