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Articles tagged "using_contact_sync" returned 319 results.
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Using the Adobe Sign Integration
...file name – this is the name of the document you are sending 4. Add the recipients – Contacts or Users 5. Add the document name – this appears in...
Role Management
...you like to a Contact, including combinations of the two. Please note the roles assigned to the Contact need to match with the roles assigned to the Pages and/or Sub-lists...
Setting up a service account for Office 365 & Exchange
Please note: For information on configuring with Modern Authentication, please click here. Introduction Gold-Vision automatically tracks email (and synchronises Tasks, Appointments and Contacts from MS Exchange) by using a service...
Advanced Templates
...Activity = OPA_ID Gold – Object name e.g. Account = ACCOUNT Contact = CONTACT Project = PROJECT Opportunity = OPPORTUNITY Quote = QUOTE Account Activity = ACCOUNTACTIVITY Contact Activity...
Modern Authentication Overview
Gold-Vision 8 supports Modern Authentication (OAuth 2.0) for Mail Tracking and Calendar Synchronisation. Basic Authentication Vs Modern Authentication Companies that use Active Directory for identity management have relied on Basic...
Configure Dynamics NAV Integration
...actions in Gold-Vision. Close modal Edit Mappings In order to sync field data between Gold-Vision and Dynamics NAV select edit mappings Close modal Edit Alerts Alerts are created so you...
Using LiveChat Integration
...example a new Opportunity or a new Activity. If you use Gold-Vision for Customer Support Teams, your Contact Activities are likely set up as Support Tickets. The Contact Activity can...
Preference centre
Managing Campaign Preferences – Connect Link Using Connect you can add a link to your template that will take contacts to the Preference Centre. From here, every contact can manage...
Creating & Editing Sites
...then be edited by the users When a Contact is created, by Default Gold-Vision will assign Primary Site to the Contact record. Users can then assign a different Site to...
Configuring the Eventbrite Integration
...Attendee is added to the Booking. Repeat Booking Contact – the Booking Contact is added for each Anonymous Attendee. So if there are four Anonymous Attendees in an Eventbrite order,...
