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Articles tagged "synchronize_contacts" returned 101 results.
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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...
Setup GDPR In Gold Vision
...Privacy Rule. Close modal The rule types available are: Close modal Account Rule This allows you to apply a purpose to Contacts based on the account type (relationship). Select the...
Using the Eventbrite Integration
...this Booking, i.e. when one person booked tickets for multiple people. Re-assigning Contacts Gold-Vision will show the Attendee Name and the Account of the Contact who made the Booking –...
Using DocuSign Integration
...by email when the document has been signed. Tip Tip: If the document is sent to multiple contacts Complete in order tick box will ensure the document is signed in...
Generic Phone Integration Overview
...phone call from within Gold-Vision is quick and easy! Once configured, you can simply click on a phone number linked to one of your accounts or contacts and your phone...
Enable Portal Access
...access to the Portal Enable Portal Access for Contacts Go to the Contact record you want to give access to the Portal Select the Portal Section click on the Edit...
Configure Activity Page
...Activity Type will be automatically selected when your users create activities from the Portal Access – allows you make the space visible to contacts with the user roles selected. Editable...
ZoomInfo Integration Overview
...to create new Gold-Vision Accounts, Contacts and Leads by coping the URL from ZoomInfo. Benefits of using the ZoomInfo Integration Saves time – Simply paste the URL directly into Gold-Vision...
