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Articles tagged "using_contact_sync" returned 319 results.
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Creating Accounts & Contacts
...Primary Contact field has been filled after saving the Account records you have the choice to complete further details for the Contact record. Create A New Contact A Contact...
Configuring Gmail Calendar Synchronisation – Basic Authentication
Close modal Overview Please note: For information on configuring Gmail Calendar with Modern Authentication, please click here. Gold-Vision allows integration with your Gmail mailbox. Enable Calendar Synchronisation to form a...
Account Portal Management
...– allows you make the space visible to contacts with the user roles selected. Editable Roles– allows you make the space editable to contacts with the user roles selected. Restrict...
Configure Account Page
...contacts with the user roles selected. Editable Roles– allows you make the space editable to contacts with the user roles selected. Restrict Access by Contact ownership – allows you to...
Gmail Integration Overview
...information discussed. Calendar syncing – Syncing your Gmail Calendar with your Gold-Vision instance allows you to view and manage appointments with contacts from within your CRM. Action centre alerting –...
Updates
...from bar chart created from Product Sales. Users are now able to use US_ID_SUPPORT (Support or Contact Manager) within Contact reports. Parent name now available on widgets that use parent...
Marketing Settings
Marketing Settings can be accessed in the Settings area. Close modal Sync Connect Users option will sync all Gold-Vision users to Gold-Vision Connect. The Sync Connect Campaign Types can be...
Import types
...contact import (rows without contacts will be skipped). Account Contact Full Importing accounts and contact with full data. Includes all user defined fields in account and contact. Account name or...
Duplicate Scoring
...123456 01788 511110 01788 511110 Contact Soundex and Company Soundex Score: Medium Level: Contact Two contact records have the same Contact First Name soundex, Contact Last Name soundex and Company...
