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Articles tagged "contact_sync" returned 207 results.
Page 17 of 21
Outlook Plugin
The Gold-Vision Add-In tab is available on both the main Outlook ribbon (when looking at Emails or Contacts/People) and within individual email messages. To add a message Gold-Vision, select it...
Short Codes
...based on the Gold-Vision object. The code will take the first 3 letters of the Gold-Vision object within the prefix. For example account ACC- 3280 contacts CON-187 opportunities OPP-2202. For...
Single Sign On
...which can be done from the options after log in. Once complete you will be activated and can use these credentials to log in to Gold-Vision. Please contact [email protected] so...
Touch Point Rules
...we want to create a Lead so this box is ticked. Close modal Linking When a Touch Point is imported Gold-Vision will try to match the data against Contacts, Accounts...
What Is GDPR? Including Best Practice
...page and any other relating to GDPR created by Esteiro Business Solutions Ltd is only intended to provide general guidance. Please contact a legal representative for any formal legal advice....
How Can I Restrict Access?
...example the sales team may need a different view of an Account to a support team. Setup Account Security On an Account/Contact in the Admin area you can setup User...
Import TPS (Telephone Preference Service ) Data
In Gold-Vision Administrator users can import a of phone numbers that are included on the Telephone Preference Service. This will will prevent users to make phone contact and also to...
Email receipt Alert
...Receipt Alert Condition : Alert if subject matches Activity ref Action: Link by email subject reference Close modal Tip Tip: Set up Email receipt alerts for your key contacts so...
Geo Settings
...area. Once Geocoding has been set up, this screen will show the status of Geocoded items. Close modal Info Please contact [email protected] for assistance with the set up of Geocoding....
Note Alerts
...you that whenever a note your account has been added. Example 3 if you utilize contact activities for your customer support process, you can keep your customer service team...
