Search Results
Articles tagged "contact_sync" returned 207 results.
Page 11 of 21
Using the Xero Integration
Push a Gold-Vision Account to Xero Contact Based on the company requirements the Gold-Vision Accounts can be pushed to Xero using different methods: In the example below the Account is...
Linking Items
Linking Items Sometimes it is useful to show relationships between items in Gold-Vision. For example a Contact maybe employed by one organisation, but they are working as a contractor for...
Data privacy opt in
...updated against the record in Gold-Vision so that you can easily filter these contacts. Close modal Info You may need to screen design this field onto your contact record screen...
Data Import Tips
...the whole grid. I.E if you are importing Accounts AND Contacts, the Account fields will be highlighted in a different colour to that of the Contact fields. There is a...
Setup GDPR In Gold Vision
...marked as either “Personal” or “Sensitive” within the Screen Designer area in the Settings area. Typically, you will want to configure Contact fields. Close modal Within Field Security you...
Loqate Address Lookup Integration Overview
Close modal Gold-Vision’s integration with Loqate allows you to get the best address data every time. Address verification from Loqate makes adding addresses to accounts and contacts a breeze...
Facebook Integration Overview
...your followers When integrated with Facebook, your CRM can effortlessly allocate touch point scores to accounts, contacts, suppliers, leads and prospects. All of this helps you to understand and measure...
Portal Overview
...The Account Pages are designed to be a self service area where customers can view your Gold-Vision Account (Company) data and create or update information from Contacts, Profiles and Site...
Using Loqate Email Validation
Single Address Validation Open your contact record and click on the Validation icon on the right hand side of your email address field. Close modal Or, similarly on your Lead...
Configuring Loqate Email Validation
...your contacts list make sure your Email field is on screen and you will be able to see icons appearing against your contact email addresses. Screen Design Options For Contacts,...
