Search Results
Articles tagged "using_contact_sync" returned 319 results.
Page 23 of 32
How Can I Restrict Access?
...example the sales team may need a different view of an Account to a support team. Setup Account Security On an Account/Contact in the Admin area you can setup User...
Import TPS (Telephone Preference Service ) Data
In Gold-Vision Administrator users can import a of phone numbers that are included on the Telephone Preference Service. This will will prevent users to make phone contact and also to...
Email receipt Alert
...Receipt Alert Condition : Alert if subject matches Activity ref Action: Link by email subject reference Close modal Tip Tip: Set up Email receipt alerts for your key contacts so...
Geo Settings
...area. Once Geocoding has been set up, this screen will show the status of Geocoded items. Close modal Info Please contact [email protected] for assistance with the set up of Geocoding....
Note Alerts
...you that whenever a note your account has been added. Example 3 if you utilize contact activities for your customer support process, you can keep your customer service team...
Touch Point Alert
Create an Alert based on a Touch Point score for Account, Contacts or Leads. Example: when a Touch Point score raises over a certain value alert the owner so they...
Requesting an access token
...access to the Client ID and Client Secret and use of the API is subject to a successful application and Acceptable Usage Policy, applications can be made by contacting us....
Support and assistance
...on your integration there may be a requirement for your instance to be covered by ‘Club Support’. For further information, please contact your account manager to discuss your specific needs....
Requesting Access
...use of the API is subject to a successful application which can be found here and confirmation of the Acceptable Usage Policy. Please contact your account manager for further information....
Configuring Custom Integrations
...correct data in both systems automatically and in real-time Setting up a Custom Integration If you are interested in setting up an Custom Integration for your business, please contact our...
