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Articles tagged "synchronize_contacts" returned 101 results.
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Create Data Source
...All Records Account Contacts which will include all contacts from the Account associated to that record. Advanced Options will allow you to set whether this data source is to include...
Using the Xero Integration
...pushed to Xero on creation: Close modal The Gold-Vision Account can then be accessed from Xero Contacts list. Close modal Info The mapping applied from Gold-Vision to Xero will depend...
Duplicate Scoring
...are valid (i.e. contain “@”). e.g. “smanderson@gold-vision.com” matches “smanderson@gold-vision.com (duplicate email)” Contact Phones Score: High Level: Contact Two records have the same phone number recorded as either the contact’s main...
Address Lookup
...is updated every day from Royal Mail’s Postcode Address File (PAF®). This is an optional Gold-Vision add-on which assists users when adding new Accounts and Contacts and is offered with...
Introduction to Sites
...now create multiple Sites (addresses / locations) for Accounts or Contacts and these can be assigned independently to different records as listed above. The Site object represents a location/...
Mail Tracking
...with a comma as shown above. Send an Email from Gold-Vision There are different options to send emails from Gold-Vision: 1. Click on the contact’s email address – this will...
Managing Appointments
...as attendees. For example – the Primary Contact. Invite Attendees Close modal Attendees can be added to the appointment when in Edit mode. Attendees can be Users, contacts or Teams...
Using Bulk Replace
...Tip: Lists within Accounts, Contacts, Events, Opportunities, Quotes and Activities can be bulk-replaced. Multi Select – Bulk Update You can multi-select lines to bulk replace field data for those selected...
Add to an existing source
Add to an Existing Source Filter any Gold-Vision or Lead Management list as you require so that only the contacts/accounts you need are left. Go to the Actions menu, select...
Automated Connect campaign
...list. Send to new recipients only – tick this box if you want to ensure that only new contacts added to your campaign source will receive the mail shot. Once...
