Time Settings

Time can be accessed in the Settings area. As an Administrator you can set the number of hours in a working day, you can select round up or down to...

Campaign Settings

Access your Campaign Settings using the cog wheel at the right-hand side of the display. Close modal Here you can access the options that you setup for your Campaign when...

Mail Tracking & Calendar Troubleshooting

...Service User Account for Office 365 Update User Mail Tracking Settings Also update Calendar sync. Settings   Settings Correct but Email Not Tracking If all settings appear to be correct...

General Settings

User Settings

User Mail Tracking Setup with Basic Authentication

...Settings have been setup in the Settings area. Gold-Vision automatically tracks emails (and synchronises Appointments, Contacts and Tasks from Microsoft Exchange, Office 365 or Google) by using a service on...

Account Portal Management

...when they access the portal. Click the Create button and Save. Close modal The Account Settings tab will be displayed. Page Settings You can amend your Page Properties and user...

Configuring the Generic Phone Integration

...setup step is to configure each user in terms of the selected phone system and any extension settings that are required. Open the Settings menu Click on Users Select a...

Configuring LiveChat Integration

...set up a Pre Chat Survey in LiveChat to collect the email address of chats. This can be found in LiveChat > Settings > Pre-Chat Survey There are five steps...

Updates

...All settings in Document Storage settings now saved. When adding multiple list sections to a screen in the screen designer, it’s now possible to rename the first list section and...