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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...

Outlook Plugin

The Gold-Vision Add-In tab is available on both the main Outlook ribbon (when looking at Emails or Contacts/People) and within individual email messages. To add a message Gold-Vision, select it...

Outlook Plugin Troubleshooting

If you are having trouble installing or viewing the Outlook plugin for Gold-Vision, please follow the guidance below. If you are looking for information on how to download and setup...

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...