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Articles tagged "service_account" returned 217 results.
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Mail Tracking Settings
...they are defined per user. You should include Junk, Outbox and Drafts here. Omit Errors from Log If checked, mail scanning errors are not logged. Disable EWS Impersonate Stops the service...
Calendar Settings for Office 365
Navigate to Settings→ Users→ Select a User from the list. Close modal 2. Select Actions→ Calendar Settings. Close modal 3. Select Office 365 as the type. 4. Input the users...
Calendar Settings for Gmail
...account created previously in the Primary Email field. 5. Input the users email address for the mailbox into the username field. 6. Input the password of the Service Account into...
Managing your Leads
...to Promote it to your main Gold-Vision database where it becomes an Account and Contact. Close modal You will have option to create new records (e.g. Account, Contact, Opportunities and...
Configuring Sites
...Field and save your Screen Design changes Close modal Adding Sites Section to the Account Screen Add the Sites Section to your Account screen design so that Users can view,...
Managing Activities
...to an account records alongside their roles by selecting the Add Member option Delete an Activity Account records can be delete by selecting Delete from the Action Menu. Info Please...
How to Configure Portal Account Page
A guide on how to create and configure the Portal Account page...
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...
Introduction to Sites
...Sites if you don’t require this functionality, but the way users update and change Account and Contact addresses has changed, to find our more visit Editing Account and Contact Addresses....
Report, Calendar, Map and Flows view
...Accounts in a Map view. Close modal Clicking on a pin will highlight the Account in the legend. To open the Account record click the Account Icon. Grouping and sub-grouping...
