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Articles tagged "access" returned 150 results.
Page 6 of 15
Managing Projects
...Activity Access the Project Activity required then click on the Plus icon and select Appointment: Close modal To find out more about how to create and Manage Appointments please visit...
User Mail Tracking Setup with Basic Authentication
...Exchange, Office 365 or Google) by using a service on the Gold-Vision server to access users’ mailboxes and track emails. Click here to find out more about setting up the...
Importing your Leads
...Lead list you have imported. Adjust the Status, Access and Promotion Mode as required: Close modal List Owner is the user who imported the Leads – this can be changed....
Creating the client using IdentityModel
The token endpoint implements the OAuth 2.0 protocol, and you could use raw HTTP to access it. However, a client library called IdentityModel is available, that encapsulates the protocol interaction...
Enabling 365 Contact Synchronisation
...feature. To gain access to Contact Sync, update User Access Options for your team within the Admin Settings. Close modal Make sure Contact Sync is set to ‘Access’. Close modal...
DocuSign Integration Overview
...easy-to-access location. From purchase agreements and NDA’s, to project and supply chain management, venue bookings, and catering orders – if it needs a signature, and you need to file it,...
Microsoft Outlook Integration Overview
Close modal Gold-Vision’s Outlook integration gives you the ability to sync your favourite email tool with your CRM! Access emails directly from within Gold-Vision and track interactions against Accounts...
Using Secure Notes
...database with encryption so that the data cannot be read if unauthorised database access were to take place. Additional visibility can be configured so that the note can only be...
The New Gold-Vision Home Page
Your New Gold-Vision Home Page The Gold-Vision Home page gives you immediate access to your Activities, Appointments and your company Notice Board, alongside your Dashboards. You can access your Home...
Portal Overview
Launch modal Launch modal Launch modal Launch modal Close modal Overview CRM and Portals are relatively common these days, customers increasingly favour self-service online areas where they can access a...
