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Articles tagged "service_account" returned 2 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…

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…