Search Results
Articles tagged "sync" returned 46 results.
Page 4 of 5
Configuring the Microsoft Outlook Integration
...Synchronisation to form a two-way link between Gold-Vision and Outlook Appointment creation and management. Close modal Configure Outlook Integration Configure a service account user for Office 365. For further information...
Configuring Modern Authentication for Office 365
...Office 365 or the recommended version of EWS. User Impersonation must be enabled. This is set against the Mail Tracking settings page and Calendar Synchronization settings page with the field...
Gold-Vision 8 Upgrade Planning
...you are still using Legacy Campaigns Contact Outlook synch Planned for Q4 TPS Import Please speak to your Account Manager if you use the TPS Import Local document storage This...
Connecting to your ZoomInfo Account
To start syncing data you will need to connect Gold-Vision to your ZoomInfo account. Info You will need a valid ZoomInfo account with access to the Enterprise (Enrichment) APIs. Click...
Using Account records
...unlimited numbers of Categories may be added to items. Categories are centrally managed in the Administration Console to ensure that the data is consistent, although they can also synchronise with...
Using Contact records
...Categories may be added to items. Categories are centrally managed in the Administration Console to ensure that the data is consistent, although they can also synchronise with Outlook items as...
Connect reporting
...syncs up with Gold-Vision automatically, allowing you to use it to create Follow-up stages in Gold-Vision campaigns based on the data gathered. Follow-up Stage Activity A follow-up stage could involve...
Preference centre
...When edited, these will automatically synchronise with Gold-Vision Connect allowing you to manage preferences more effectively. Managing Campaign Preferences – Connect Administrator Campaign Preferences can also be managed in Gold-Vision...
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...
Setting up a service account for Office 365 & Exchange
...Impersonation must be enabled. This is set against the Mail Tracking settings page and Calendar Synchronization settings page with the field name ‘Disable EWS Impersonate’ (field must be unticked). Configure...
