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Articles tagged "single-sign-on" returned 178 results.
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Using the Xero Integration
...pushed from Gold-Vision can be seen on the Contact record in Xero: Close modal Push a Gold-Vision Quote to a Xero Draft Invoice Based on the configuration alerts setup for...
Microsoft Outlook Integration Overview
...on any device, with this seamless integration. Every interaction will be automatically stored in Gold-Vision, saving you valuable time and allowing you to focus on the task at hand. One-click...
Using Office 365 Contact Synchronization
...Sync Contact icon displayed below. This is also available from the Action button also. Close modal Close modal To unsynchronize a Contact with Office 365 Use the icon or the...
Using Lead Forensics Data
Overview Once you have setup the integration, the data feeds into the Touch Points list in Gold-Vision. You can access this list as below : Close modal The Touch Points...
Preparing your data
...in your spreadsheet which you are not worried about importing – delete and remove them before saving. Also remove any blank columns. There should only be one worksheet in the...
Office 365 Contact Synchronisation with Gold Vision
...Office 365 Open the Contact record and click the Sync Contact icon displayed below. This is also available from the Action button also Close modal Close modal Unsynchronize a Contact...
Creating Templates & Template Tags
Introduction Gold-Vision can generate Word documents from almost any item by using predefined Word Template (.dot) files. The template file may contain Gold-Vision “tags” which are substituted with the corresponding...
Overview (web, email, social)
You can view touch points by clicking on the View menu and then selecting Touch Points. You then have the option of filtering the view by All, My, or Team...
Duplicate Scoring
...“Gold Vision (Esteiro)” Company Phone Score: Low Level: Company Two contact records have the same Company Phone Number once spaces and non-numeric characters are removed. The comparison is performed on...
Using stock templates in Connect
Accessing Connect To access Connect, click on the grid icon in Gold-Vision and select Connect: Close modal How to use stock templates Connect comes pre-loaded with a number of email...
