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Articles tagged "contacts" returned 100 results.
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Import types
...skipped). Account Contact Note Imports accounts and contacts with notes, or adding notes to existing contacts. Account name or reference (plus postcode if required) + contact names or email address....
Microsoft Outlook Integration Overview
...contacts Remove the headache of keeping track of new contacts or leads that are introduced by email with Gold-Vision’s Outlook integration. Create new contacts and leads in CRM, or add...
Monitor And Manage Privacy Data
...necessary. Shows Contacts and Leads whose removal date has passed as well as deleted or dormant Contacts Filter this list as required to bulk erase. Close modal Deleted Items The...
Office 365 Contact Sync Integration Overview
Close modal Gold-Vision’s 365 Contact Synchronisation (O365 Contact Sync) can provide the ability to synchronise contacts from within Gold-Vision to your individual O365 account or enable import of Contacts...
Using the Adobe Sign Integration
...file name – this is the name of the document you are sending 4. Add the recipients – Contacts or Users 5. Add the document name – this appears in...
Getting Started
...existing items, such as accounts, contacts, leads and opportunities. You will also be able to view any custom menus here, for instance a menu specific to your sales team or...
Role Management
Introduction to Role Management Use role management to establish what type of Portal access your Contacts will have when they visit the site. Roles or Group Roles can be assigned...
Updates
...Quotes from a custom menu The Contacts sub list now retains the correct field labels Drop option and numerical fields in a list can show the Stats based on the...
Searching and Filtering Lists
...* or % * or % allows items to be searched when only part of the information is known. Example: Type in – *brown or %brown –> list of Contacts...
Configuring the Eventbrite Integration
...have three options: Single Account One single Gold-Vision Account will hold all unknown Contacts from all Events created via the Eventbrite integration which cannot be matched to an existing Gold-Vision...
