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Setting up a service account for Office 365 & Exchange

Introduction Gold-Vision automatically tracks email (and synchronises Tasks, Appointments and Contacts from MS Exchange) by using a service on the local server to login to users' mailboxes and record messages into the CRM system. The settings for privacy and exclusions outside of this rule can be configured separately: User Mail Tracking Setup. This guide covers the…

User Mail Tracking Setup

Gold-Vision can be setup to automatically track emails (and synchronises Appointments, Contacts and Tasks from Microsoft Exchange, Office 365 or Google) by using a service on the Gold-Vision server to access users' mailboxes and track emails. Click here to find out more about setting up the Service User account. When an email is tracked, an entire…

Using Contact records

Users can easily manage Contacts within Gold-Vision using the action menu against the Contact record

Using Account records

The Account main menu enables users to perform different actions to the Account record: 

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 from this Contact will be tracked into Gold-Vision.  By adding an email domain against an Account - emails to and from other people at the…


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 system Administrators have to configure the screen design to add the Correspondence section to the screen. For more information on how to configure this visit…