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Gmail Integration Overview

Gmail Integration for Gold-Vision CRM Centralise your emails and appointments and keep your CRM up to date without having to switch back and forth between multiple screens and devices. This integration will automatically track and store your emails and calendar appointments into Gold-Vision from any device, at any time. You’re in control Only want to…

Configuring Gmail Mail Tracking

Overview Centralise your emails and appointments and keep your CRM up to date without having to switch back and forth between multiple screens and devices. This integration will automatically track and store your emails and calendar appointments into Gold-Vision from any device, at any time. Configuring your Gmail Integration Navigate to the Users Settings page…

Configuring Gmail Calendar Synchronisation

Overview Gold-Vision allows integration with your Gmail mailbox. Enable Calendar Synchronisation to form a two-way link between Gold-Vision and Gmail Appointment creation and management. Configuring your Gmail Integration There are 2 options available when setting up your Gmail integration with Gold-Vision: (Option 1) Create a service account for each user which has permissions to their…

How to Set up the App Password for Google / Gmail Accounts

Gmail accounts will require 2-Step Verification (2SV) set up and an App Password generated in order for the Mail Tracker to successfully connect with a Gmail mailbox. Google Account Setup From the Google Account, select the account Icon (top right-hand-side) Select Manage your Google Account, then Security, then Signing in to Google section Ensure 2SV is set up and…

Logs & Log Settings

Logs Gold-Vision records logs for different areas of the system. These can be accessed within Logs in the Settings area. You can view a Log by selecting the record. The logs relate to the following areas of the system: GoldVision_yyyy_mm_dd.txt - The main Gold-Vision system log, containing information on any UI errors. MailScanner_yyyy_mm_dd.txt - The mail tracking…

SMTP Settings

In order to allow Gold-Vision to send emails a valid SMTP server is required. Gold-Vision sends emails as part of the Alerting module as well as for Note broadcasting. As an Administrators you can access the SMTP Settings within the Settings area. 

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…

Gold-Vision Technical Requirements

Gold-Vision CRM can be hosted on our secure cloud, in your own private cloud or installed on-premises. We understand that each business has different requirements, so the choice is yours.