Search Results
Articles tagged "synchronize_contacts" returned 101 results.
Page 1 of 11
Import Contacts from Office 365 into Gold-Vision
...or select a number of contacts to update Import Contacts You can also import contacts from office 365, not only sync them. Imported contacts will appear under the imported contacts...
Office 365 Contact Synchronisation with Gold Vision
...either synchronized or not via a tick or cross. Tip: You can use the “Synced with Office 365” field to filter your contacts throughout Gold-Vision. Synchronize a single Contact with...
Using Office 365 Contact Synchronization
...or unsync up to 50 contacts at one using the multi-select feature. Click “Select” to select multiple contacts to be synchronized at once, once you have selected contacts use the...
Creating Accounts & Contacts
...record holds information on people within an Account. Each Account has a Primary Contact. You can add this when you create an Account or update it later. Additional Contacts can...
Account Portal Management
...– allows you make the space visible to contacts with the user roles selected. Editable Roles– allows you make the space editable to contacts with the user roles selected. Restrict...
Using Contact records
...Dormant contacts can be viewed and made live from the View menu in the list of Contacts. Clicking on the Contact will make it live. If you need to change...
Configure Account Page
...contacts with the user roles selected. Editable Roles– allows you make the space editable to contacts with the user roles selected. Restrict Access by Contact ownership – allows you to...
Merging Accounts Or Contacts
Accounts and Contacts can be merged in the Settings area within Data Management and select either Merge Accounts or Merge Contacts. Merge two Accounts or Contacts (a Source and a...
QuickBooks Online Integration Overview
...are pushed into QuickBooks Online Contacts: Close modal Sales Process Create Gold-Vision Quotes, add products using a live product picker from QuickBooks Online, then push the quote to QuickBooks Online...
Managing Duplicate Data
...And Contacts Duplicate Accounts and Contacts can be merged in the Settings area For more information please click here. Info You will need to be an Admin to complete this...
