Action Centre

Using the Action Centre Recent list Use your Recent list to keep track of where you’ve been and quickly access those items. Use the Action Centre to keep track of...

Linking Items

...Account/Project/Opportunity/Activity – these linked contacts can be included for emailing from that item by selecting Member from the Email area within Actions. Close modal Multi-Select Link Use the Select button...

Gold-Vision 8 Upgrade Planning

...in your version 7. Categories – will be migrated as your version 7. Correspondence – notes and emails. Note – within the screen designer you will need to add the...

Calendar Settings for Gmail

...account created previously in the Primary Email field. 5. Input the users email address for the mailbox into the username field. 6. Input the password of the Service Account into...

Configuring Modern Authentication for Gmail

Pre-Requisites Users must be using GSuite including Gmail business email. GSuite must be setup with a company domain. The GSuite user must be an administrator in order to create a...

Calendar Settings for Office 365

...email address for the mailbox. 5. Select to use OAuth and then select an Existing OAuth connection (and pick the one created in mail tracking process previously). 6. Check Import...

Microsoft Outlook

Configuring the Adobe Sign Integration

...is updated automatically)   Tip Tip: if you don’t add any Adobe tags, depending on how you have set Adobe up, the signature and email tags will automatically be added...

Configuring the Microsoft Outlook Integration

Close modal Overview 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...

Gold-Vision Technical Requirements

...Chrome or Edge To integrate Email & Appointment Tracking you will need Office 365, On-premise Exchange with EWS or GMail Close modal Microsoft announces support for Internet Explorer ends on...