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Articles tagged "address-lookup" returned 93 results.
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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...
Single Sign On
...the Register button Register using your main email address (the one you have recorded against your Gold-Vision user) Once registered, you can also set up two factor authentication on this,...
User Configuration
...the new user and confirm the subscription changes. The name and email address of the new user If they require a Professional or Essentials licence What team the new user...
Setting up a service account for Office 365 & Exchange
...in error messages. Before you begin, you will need: The web address for the Exchange Web Services e.g. https://mail.company.com/EWS/Exchange.asmx A username and password to access the above URL The Primary...
Updating an Import
...In both options you will need to select a match key – you could use email address if you are confident that all records have an email address, alternatively you...
Using your Sage 200 integration
...Address Invoice Name Invoice Address Base Net Value Base VAT Value Currency Code Currency Net Value Currency VAT Value Exchange Rate Transaction line information is also imported to Gold-Vision, 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...
Configuring LiveChat Integration
...set up a Pre Chat Survey in LiveChat to collect the email address of chats. This can be found in LiveChat > Settings > Pre-Chat Survey There are five steps...
Configuring Gmail Calendar Synchronisation – Basic Authentication
...symbol → Select settings from the options → Click Calendar and then ‘Shared – Edit Settings’ Close modal Close modal Add the service account email address: e.g. goldvision@gold-vision-168109.iam.gserviceaccount.com Set the...
Configuring Gmail Mail Tracking with Basic Authentication
...Tracking Settings’ Close modal Enter the following values in the fields shown: Type: ‘IMAP v2’, Host Address: imap.gmail.com Mailbox Username/Alias: User’s Gmail email address Mailbox Password: User’s Gmail password Use...
