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Action Centre

Using the Action Centre Recent list Use your Recent list to keep track of where you’ve been and quickly access those items. Use the Action Centre to keep track of...

Correspondence

The Correspondence section in Gold-Vision displays the all emails and notes items for quick visibility of all correspondence for specific Gold-Vision records. To view the Correspondence section on Gold-Vision records...

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...

Using Account records

Close modal The Account main menu enables users to perform different actions to the Account record: Edit an Account Account records can be edited by clicking on the Edit Icon...

Using Contact records

Close modal Users can easily manage Contacts within Gold-Vision using the action menu against the Contact record Edit a Contact Contact records can be edited by clicking on the Edit...

User Mail Tracking Setup with Basic Authentication

Please note: For information on configuring Mail Tracking with Modern Authentication, please click here. Gold-Vision can be setup to automatically track emails (and synchronises Appointments, Contacts and Tasks from Microsoft...

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...

Calendar Settings for Gmail

Navigate to Settings→ Users→ Select a User from the list. Close modal 2. Select Actions→ Calendar Settings. Close modal 3. Select Google as the type. 4. Input the google service...

Configuring Modern Authentication for Office 365

How to set up Modern Authentication for Office 365 Please note: For information on configuring with Modern Authentication, please click here. Introduction Gold-Vision automatically tracks email (and synchronises Tasks, Appointments...

Configuring Modern Authentication for Gmail

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...