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Articles tagged "using_contact_sync" returned 319 results.
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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...
Merging Accounts Or Contacts
Accounts and Contacts can be merged in the Settings area within Data Management and select either Merge Accounts or Merge Contacts. Merge two Accounts or Contacts (a Source and a...
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
...to log into your CRM via your URL. This can be done from any device using your Gold-Vision username and password. Every day starts with your personal Home Page. From...
Letter Campaigns
Using the Letter Media type for a campaign stage enables you to create and print individual, personalised letters to your contacts. Using Contact template tags, you can automatically add the...
Using the Xero Integration
Push a Gold-Vision Account to Xero Contact Based on the company requirements the Gold-Vision Accounts can be pushed to Xero using different methods: In the example below the Account is...
Edit Account and Contact Addresses
Account and Contact address details are held within the Site record. To edit an Account or Contact address details users will have to edit the Site record. From the Account...
LiveChat Integration Overview
...a customer or a new contact person. Create new items from chats Turn your chats into new leads or contacts and grow your database. Support agents can create a new...
Searching and Filtering Lists
...search options such as “greater than…” or “less than…”. Click on the Funnel in the Search box then choose your filter options: Close modal Wild Card Using the wild card...
Using Loqate Email Validation
Single Address Validation Open your contact record and click on the Validation icon on the right hand side of your email address field. Close modal Or, similarly on your Lead...
