Administration

User Settings Design Data Global Settings Alerting & Workflow Products, Tax, Currencies Diagnostics & Troubleshooting Gold-Vision API Not sure what to do? Our support team is ready to help Raise...

Mail Tracking & Calendar Troubleshooting

...the Settings menu Under User & Team Administration select Users Click on a user to open the record From the Actions Menu select Mail Tracking Settings Click the Test button...

Lead capture

...the administration console and choose one or more specific pages that are of interest. Don’t forget to tick the box to create new Leads if they don’t already exist. Step...

User Configuration

...of items. Basic User – A normal user with access to Gold-Vision, but without access to the Administration Console. Visibility of items is controlled by the User Access Options screen,...

Design

Managing your Sage 200 Integration

...views available in the Gold-Vision Administration Console to assist with trouble shooting. The implementation team will talk you through these screens during the integration training. Please note that the management...

Using Account records

...managed in the Administration Console to ensure that the data is consistent, although they can also synchronise with Outlook items as well if the same terminology is used. Typical applications...

Eventbrite Integration Overview

...works within Gold-Vision to aid the management of events, keep track of numbers and bookings, and revenue.   Eventbrite Integration for Gold-Vision CRM Say goodbye to mundane event administration when...

Gold-Vision 8 Upgrade Planning

...Gold-Vision 8. From here, User will be able to access Gold-Vision 8 features as normal Close modal Administration Console Access User will see a default error screen advising them Admin...

Using Contact records

...Categories may be added to items. Categories are centrally managed in the Administration Console to ensure that the data is consistent, although they can also synchronise with Outlook items as...