Search Results
Articles tagged "contact_sync" returned 207 results.
Page 3 of 21
User Mail Tracking Setup with Basic Authentication
Please note: For information on configuring Mail Tracking with Modern Authentication, please click here. Gold-Vision can be setup to automatically track emails (and synchronises Appointments, Contacts and Tasks from Microsoft...
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...
Integrations Pricing
...DocuSign See DocuSign Pricing SharePoint See SharePoint Pricing Office 365 Contact Sync See Office 365 pricing Loqate – Address Lookup Sign up for a free Trial Google Analytics Get a...
Xero Integration Overview
...provided with a complete view of your customers from within Gold-Vision. Easy synchronisation Synch Gold-Vison with Xero so you can manage your customers and suppliers from initial inquiry through to...
Managing Duplicate Data
...task. Re-Assigning A Contact To A Different Account Contacts can easily be moved from one Account to another. Close modal Make Contacts Dormant You may want to make a Contact...
Monitor And Manage Privacy Data
...supplementary information. If a Contact requests access to their personal data this can be actioned in the Contact record. The request can then be actioned by person responsible for data...
Microsoft SharePoint Online Integration Overview
...a Gold-Vision integration. Automatic sync When you integrate SharePoint Online with Gold-Vision, whenever a new file or folder is uploaded, viewed, edited, or deleted, it is automatically synchronised between the...
Microsoft Dynamics NAV Integration Overview
Close modal With the Dynamics Nav integration, you can synchronise your customers, products, and quotes with Gold-Vision. Your accounts’ key financial information, such as quote, sales order, credit memo and...
Exchequer Integration Overview
...jobs, or create new Exchequer customers, suppliers, quotes, sales orders, and invoices with ease right from Gold-Vision accounts, quotes, or bookings. Intelligent automations Automatically import transaction histories, synchronise exchange rates...
Sage 200 Integration Overview
Close modal Gold-Vision’s integration with Sage 200 allows you to connect your business processes and synchronise your accounting data. This integration saves you time by eliminating the need to...
