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Articles tagged "contact" returned 195 results.
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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...
Role Management
...you like to a Contact, including combinations of the two. Please note the roles assigned to the Contact need to match with the roles assigned to the Pages and/or Sub-lists...
Creating & Editing Sites
...then be edited by the users When a Contact is created, by Default Gold-Vision will assign Primary Site to the Contact record. Users can then assign a different Site to...
Using Privacy Actions in Gold Vision GDPR
...been added for Gold-Vision Marketing. Info If a Contact record is deleted from within the Contact record it can be reinstated in the Admin area. However, data erased in this...
Using DocuSign Integration
...for two-factor authentication: Contact/User valid email address Contact/User valid mobile phone number How to use two-factor authentication When sending your document for signature via the integration: Enable two-factor authentication option...
Configuring the Eventbrite Integration
...Attendee is added to the Booking. Repeat Booking Contact – the Booking Contact is added for each Anonymous Attendee. So if there are four Anonymous Attendees in an Eventbrite order,...
Advanced Templates
...Activity = OPA_ID Gold – Object name e.g. Account = ACCOUNT Contact = CONTACT Project = PROJECT Opportunity = OPPORTUNITY Quote = QUOTE Account Activity = ACCOUNTACTIVITY Contact Activity...
LiveChat Integration Overview
...a customer or a new contact person. Create new items from chats Turn your chats into new leads or contacts and grow your database. Support agents can create a new...
Using the Eventbrite Integration
...this Booking, i.e. when one person booked tickets for multiple people. Re-assigning Contacts Gold-Vision will show the Attendee Name and the Account of the Contact who made the Booking –...
Mail Tracking & Calendar Troubleshooting
...and look for Email Domains field, add the domain if this is missing The Contact Email field is filled in. – Go to the contact record to ensure the email...
