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Articles tagged "address" returned 91 results.
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Using Word Mail Merge
...Close modal Step 5 Preview the email Close modal Step 6 Complete the merge Select merge electronic mail. OK Close modal The emails will be sent from your email address....
Item Reports
...For example in an Account Record you can run an Account Summary report which shows Address and Contact details, Opportunities, Activities, Recent Events and Notes. A useful report for a...
Changing The Name Of An Item
...the item is addressed in singular and plural cases. Close modal Tip Tip: It can be useful to amend item names to reflect your business to assist with user engagement....
Downloading the Data Import Tool
...as current user’ and add your Gold-Vision Username and Password → Click Connect. Tip Please use your own Gold-Vision address found in the Lead Management section of the Administration Console,...
Gold Vision Import Report
...field contains a valid address. Close modal Gold-Vision Import Report Email Information Report email will have a heading called ‘Gold-Vision Import Report’. The email may appear in the spam folder...
Office 365 Contact Synchronisation with Gold Vision
...present in Office 365 against a contact can be synced over into Gold-Vision: Name (includes first name and last name) Email Address Mobile Number Site where they are located Postcode...
Preparing your Lead Data
...and email address, or alternatively you may have full Company and Contact details. Check your Data Firstly, decide which fields in the imported list will subsequently be linked to fields...
Configuring the Eventbrite Integration
...address, and then their domain. If a matching Account is not found in Gold-Vision, an “Unknown Attendee Account” will be created, and the new Contact placed under that Account. You...
Using the QuickBooks Online integration
...in QuickBooks Online. Information such as Company name, Business Address and telephone number will be sent from Gold-Vision. Info The mapping applied from Gold-Vision to QuickBooks Online will depend on...
Configuring Google Mapping
...up to 2,000 credits for map lookups and/or directions via Google Maps plus geocoding of up to 2,000 addresses. Additional credits can be added with volume discount applied based on...
