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Mail Tracking Settings for Gmail
Navigate to Settings→ Users→ Select a User from the list.
Mail Tracking Settings for Office 365
Navigate to Settings→ Users (Administrators)→ select a user from the list.
Configuring Gmail Mail Tracking with Basic Authentication
Overview Please note: For information on configuring Gmail Mail Tracking with Modern Authentication, please click here. 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…
Mail Tracking & Calendar Troubleshooting
Message Advice (401) UnauthorizedLogin Failed Typically this message indicates that a username or password is incorrect within the mail tracking setup. Most mail tracking configurations require a username and password of an user or service account in order to connect to a mailbox. Review the core Mail Tracking Setup guides to learn how to update this information.…
Mail Tracking Settings
Apply MailScan Reset To force the mail scanner to scan back to a specific date, set the date and save. This will affect all users. Email Scan Exclusions Domain names which will be excluded from the mail scan.Format = @domain.com.It is also possible to exclude particular pairs of correspondents – e.g. “@domain.com: fred@mycompany.com” excludes correspondence between…
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 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…
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…
February 2023
Xero Integration Event booking invoices now post into Xero. Contacts When a contact is made dormant, confirmation is displayed with an option to Return to List or Close. Quote List Designer In List Designer - Quotes you now have the option to select Opportunity User Defined Fields. Action Centre The Action Centre - Recent list instantly…
Configuring Modern Authentication for Gmail
Pre-Requisites Users must be using GSuite including Gmail business email. GSuite must be setup with a company domain. The GSuite user must be an administrator in order to create a service Account. The user must have access to the Google Cloud Platform. The user must have access to the Admin section of the Google Apps Dashboard.
Calendar Settings for Office 365
Navigate to Settings→ Users→ Select a User from the list.
