Configuring the Microsoft Outlook Integration

Close modal Overview Gold-Vision allows integration with your Microsoft Outlook mailbox, this enables you to: Automatically link Outlook emails to associated CRM records including Account, Contacts and Activities. Enable Calendar...

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...

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...

Configure Xero integration

...2. Contact Pushbacks – enable this so that contact changes made in Xero will be pushed back to Gold-Vision: Close modal 3. Tax Code Import – enable this so that...

Managing data privacy

...with a second email to the contact requesting they update their contact preferences.   Close modal When the contact updates their preferences this data will link straight back to their...

Getting Started

...existing items, such as accounts, contacts, leads and opportunities. You will also be able to view any custom menus here, for instance a menu specific to your sales team or...

Manage Event Bookings

...more than one Event at the same time. Close modal Add Contacts, Leads or Anonymous Attendees Once your Booking is created select to add either: Contacts – You will be...

User Configuration

...area. Close modal Setting up a New User (Cloud) If we host your Gold-Vision in the Cloud please contact our Support Team with the following details so we can setup...

Data

Contact Support

Raise a Support Ticket All requests are logged with our support team and you will receive a response shortly. Raise a ticket Or Contact the Support Team Chat online, send...