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Articles tagged "accounts" returned 77 results.
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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...
Create a ‘Cherry Picked’ source
...Contacts or Accounts to the source from either the Action menu on the Campaign Source: Close modal Or by clicking on the Add Accounts or Add Contact options in the...
Configuring LiveChat Integration
...Mappings Close modal You can set this for Accounts and Contacts as well as for Leads by searching for Display Mapping in the Settings area. Close modal Accounts and Contacts...
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 –...
Google Mapping Integration Overview
...Explore individual sales person’s accounts, your top paying customers, or this month’s leads – all at the click of a button. Route planning Identify which customers or prospects you need...
Microsoft Outlook Integration Overview
Close modal Gold-Vision’s Outlook integration gives you the ability to sync your favourite email tool with your CRM! Access emails directly from within Gold-Vision and track interactions against Accounts...
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...
Exchequer Integration Overview
...jobs, or create new Exchequer customers, suppliers, quotes, sales orders, and invoices with ease right from Gold-Vision accounts, quotes, or bookings. Intelligent automations Automatically import transaction histories, synchronise exchange rates...
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...
