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Articles tagged "outlook" returned 19 results.
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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...
Service Status
...an increase in email block rates to Microsoft Outlook Consumer domains which include Hotmail and Outlook domains. Our Engineers are working with Microsoft. We will provide another update in two...
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...
Outlook Plugin
As of March 2017, the Outlook 2007 plug-in is no longer supported. You can now drag and drop emails into Gold-Vision. See Drag Email to CRM for more information on...
Drag email to CRM correspondence
To address recent technical changes to Outlook, we have developed an alternative solution to our existing Outlook Plugin. This allows you to drag emails from you inbox into Gold-Vision against...
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...