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Articles tagged "calendar" returned 29 results.
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Manage Your Day
...and calendar invites. You can also synchronise with your Outlook or Google calendars and create new appointments from within your CRM. To create a new appointment, click on the +...
What’s New in Gold-Vision 8
...list Alerts Emails Calendar Appointments Close modal Improved Alerting We’ve also made changes to our alerts, making it easier for you to identify key or valued information at a quick...
Configuring the Microsoft Outlook Integration
Close modal Overview Gold-Vision allows integration with your Microsoft Outlook mailbox, this enables you to: Automatically link Outlook emails to associated CRM records including Account, Contacts and Activities. Enable Calendar...
Custom Date Periods
...available to users when the calendar icon is selected on a date field either in a List View or when creating a Report Close modal Tip Tip: Don’t forget to...
Configuring Gmail Mail Tracking with Basic Authentication
...to switch back and forth between multiple screens and devices. This integration will automatically track and store your emails and calendar appointments into Gold-Vision from any device, at any time....
User Configuration
...See ‘User Mail Tracking Setup‘ and ‘Calendar Synchronisation‘ for how to set these up for new users. Configuring User Access There are a selection of check boxes, giving users access...
User Mail Tracking Setup with Basic Authentication
...be set as Confidential. Troubleshooting If you are experiencing issues setting up mail tracking or are not seeing emails in Gold-Vision please visit the Mail Tracking & Calendar Troubleshooting page....
Logs & Log Settings
...covering interactions with Exchange/Google for calendar synchronisation, plus geo-coding services. Logging Settings These settings will usually be changed under the specific direction of Gold-Vision support. Close modal Enabling Warning or...
