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Articles tagged "accounts" returned 80 results.
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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...
Configuring Gmail Calendar Synchronisation – Basic Authentication
...account and generated a new private key (as per above steps) you will need to obtain the service accounts username: Go to ‘Credentials’ → Manage service accounts → Copy the...
Gmail Integration Overview
...update your accounts with any sent or received communications or new appointments, linking the relevant files to the associated Accounts/Contacts. 3 Key Benefits of our Gmail Integration Correspondence tracking –...
Updates
...only the enabled options Notes have the correct title when added from Action Centre – To Do list Accounts / Contacts When using the advanced options in Screen Design to...
Report, Calendar, Map and Flows view
...Accounts in a Map view. Close modal Clicking on a pin will highlight the Account in the legend. To open the Account record click the Account Icon. Grouping and sub-grouping...
Using Contact records
...from the Accounts list. All dormant Contacts can viewed from the Accounts list go to All then select Dormant When a Contact leaves an organisation, rather than deleting them, from...
Standard Reporting
...of Standard Reports that allow you to report on Accounts, Activities and Projects plus on your Sales Forecasts and History. You can also create your own User Defined Reports to...
User Mail Tracking Setup with Basic Authentication
...Password The password for the user’s email address OR Gmail Third Party App Password – Please see How to Set Up the App Password for Google / Gmail Accounts Use...
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...
Preparing your data
...If you are doing an Accounts and Contacts import you will need to ensure that all the Accounts have a match key (eg Account name and postcode) and all the...