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Articles tagged "users" returned 177 results.
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Configuring Gmail Mail Tracking with Basic Authentication
...Configuring your Gmail Integration Navigate to the Users Settings page to begin the configuration Settings (cog icon) → Users → Select the User → Click ‘Actions’ → Click on ‘Mail...
Using your Sage 50 Integration
...Accounts. Transaction History Import The transaction history import is a standard solution we can enable for integrations if required. Importing transaction history into Gold-Vision allows users to: Utilise Gold-Vision dashboards...
Generic Phone Integration Overview
Close modal The Generic Phone integration allows users to dial numbers from directly within Gold-Vision by simply clicking on them. Generic Phone Integration for Gold-Vision CRM Making a...
Introduction to Marketing
Who is it aimed at? Gold-Vision Marketing users. What does it cover? This webinar has been designed to provide an ‘Introduction for Marketing Users’. We will explain how to create...
Microsoft SharePoint Online Integration Overview
...such as activities and projects, contacts, and accounts. Easy file viewing and editing – Gold-Vision allows users to view a list of files and folders from linked Sharepoint Online folders....
Sage 50 Integration Overview
...CRM and Accounting systems are often purchased and run separately within businesses. By integrating both systems, users are provided with a complete view of your customers from within Gold-Vision. Our...
Xero Integration Overview
...CRM Xero is an Accounting System typically used in small-medium sized businesses. CRM and Accounting systems are often purchased and run separately within businesses. By integrating both systems, users are...
The Home Page
...Click on any Appointment to open it. Notice Board Any notes that your users have chosen to share with all users via the Notice Board are shown at the bottom...
Introduction to e-mail Campaigns
Who is it aimed at? All Gold-Vision users, specifically marketing users. What does it cover? Learn how to segment your data and create campaign sources and add recipients to your...
Introduction to e-mail Campaigns
Who is it aimed at? All Gold-Vision users, specifically marketing users. What does it cover? Learn how to segment your data and create campaign sources and add recipients to your...
