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Articles tagged "using_contact_sync" returned 319 results.
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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...
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...
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...
Using Account records
...address. For more information on how to do this, please visit Using Account and Contact Addresses. Add Notes to an Account Notes can be added to the account record by...
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...
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...
Creating the client using IdentityModel
...Console with the following command: Install-Package IdentityModel or by using the CLI: dotnet add package IdentityModel IdentityModel includes a client library to use with the discovery endpoint. This way you...
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...
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...
QuickBooks Online Integration Overview
...are pushed into QuickBooks Online Contacts: Close modal Sales Process Create Gold-Vision Quotes, add products using a live product picker from QuickBooks Online, then push the quote to QuickBooks Online...
