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Articles tagged "contacts" returned 100 results.
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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...
Report, Calendar, Map and Flows view
...View is the most popular view in the system and this will display a list of all the items e.g. list of all Contacts in the system Calendar View Lists...
Linking Items
...Close modal You can select the item you want to link and then specify the relationship between the items. Close modal Tip Tip: If you have linked contacts to an...
Create a ‘Cherry Picked’ source
...Contacts or Accounts to the source from either the Action menu on the Campaign Source: Close modal Or by clicking on the Add Accounts or Add Contact options in the...
Data privacy opt in
...Connect Gold-Vision integrated with Gold-Vision Connect provides you with a trusted database of opted-in contacts who can easily be identified for ongoing communications. You can add a link to a...
Managing data privacy
...resource, you can use automation to manage the heavy lifting. Automatically Managing Data Privacy Using Marketing Automation, you can set up a simple automated flow to ensure any new contacts...
Power searching
...set to Partner Referral. To achieve this you would use the ! symbol. For example, !Partner referral. BLANK FIELD Example: All contacts where there is no email address. For example, search for [null] NOT BLANK...
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...
Data Import Tips
...the whole grid. I.E if you are importing Accounts AND Contacts, the Account fields will be highlighted in a different colour to that of the Contact fields. There is a...
Preparing your data
...If you are doing an Accounts and Contacts import you will need to ensure that all the Accounts have a match key (eg Account name and postcode) and all the...
