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Articles tagged "synchronize_contacts" returned 101 results.
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Outlook Plugin
The Gold-Vision Add-In tab is available on both the main Outlook ribbon (when looking at Emails or Contacts/People) and within individual email messages. To add a message Gold-Vision, select it...
Short Codes
...based on the Gold-Vision object. The code will take the first 3 letters of the Gold-Vision object within the prefix. For example account ACC- 3280 contacts CON-187 opportunities OPP-2202. For...
Touch Point Rules
...we want to create a Lead so this box is ticked. Close modal Linking When a Touch Point is imported Gold-Vision will try to match the data against Contacts, Accounts...
Setting up a service account for Office 365 & Exchange
Please note: For information on configuring with Modern Authentication, please click here. Introduction Gold-Vision automatically tracks email (and synchronises Tasks, Appointments and Contacts from MS Exchange) by using a service...
Email receipt Alert
...Receipt Alert Condition : Alert if subject matches Activity ref Action: Link by email subject reference Close modal Tip Tip: Set up Email receipt alerts for your key contacts so...
Mail Tracking Settings
...the email will be tracked. Always – internal emails are always scanned. Tip: Internal mail tracking options will only apply if Gold-Vision users are also present as Contacts in Gold-Vision....
Touch Point Alert
Create an Alert based on a Touch Point score for Account, Contacts or Leads. Example: when a Touch Point score raises over a certain value alert the owner so they...
Using Privacy Actions in Gold Vision GDPR
Info Gold-Vision Administrators, having defined their GDPR policies, will be able to record a purpose against both Leads and Contacts. This purpose will outline the lawful basis and retention period...
Using Loqate Address Lookup
...up for a Loqate account. This is an optional Gold-Vision add-on which assists users when adding new Accounts and Contacts and is offered with flexible payment options. How to use...
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...
