Configuring the Microsoft Outlook Integration


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 Synchronisation to form a two-way link between Gold-Vision and Outlook Appointment creation and management.

Configure Outlook Integration

Gold-Vision Add-in for Outlook

You can install and configure the Gold-Vision Add-in tool to your Outlook main ribbon. This will manually allow users to add messages to Objects in your Gold-Vision and find or create new Contacts. For more information on installation and configuration please visit Outlook Plugin

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