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Articles tagged "using_contact_sync" returned 319 results.
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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...
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...
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...
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...
Configuring DocuSign Integration
...to enable this contact DocuSign Support here. Required prerequisites for two-factor authentication: Contact/User valid email address Contact/User valid mobile phone number Please Note: Gold-Vision integration with DocuSign will use the...
Configure Activity Page
...Roles– allows you make the space editable to contacts with the user roles selected. Restrict Access by Contact ownership – allows you to restrict access only to the Contact of...
Mail Tracking
How to track emails in Gold-Vision Emails are tracked in Gold-Vision if any of the conditions below are met: Where a Contact has an email address – emails to and...
Easy Navigation Tips
...using a suffix or individual items using a short-code in the URL. For example, to access the Contacts list – type in con to your Gold-Vision URL: https://mycompany.goldvisioncrm/con If you...
Using Touch Points
Import Touch Points When a touch point is imported, Gold-Vision will see if the data matches any existing Account, Contact or Lead records. Info The touch point screen will be...
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...
