Microsoft Teams Integration

Gold-Vision’s new Microsoft Teams integration brings your meetings and CRM closer together. Schedule and join Teams meetings directly from Gold-Vision records, automatically create contacts from meeting attendees, and get AI-generated meeting summaries pushed straight into notes on the relevant CRM record — no manual write-ups needed. Find out more about what the integration can do or ask your IT team to set it up using the configuration guide, or get in touch to explore Teams messaging via FuseAI.

Bug fixes

• Bulk generated documents now available to download in the Action Centre.
• Lead user defined fields labels displaying correctly.
• Deleted dashboard widgets no longer appear as undefined.
• Xero Integration Transaction History now firing correctly.
• External items can now be iframed into a Gold-Vision dashboard.
• Improvements to calendar synching for legacy Exchange calendars.
• Multi select drop options max output extended.