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

...be obtained by running individual tests against each user. Open the Settings menu Under User & Team Administration select Users Click on a user to open the record From the...

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

Configuring Loqate Address Lookup

...and Licence Key. Open the Settings menu Select Users under User & Team Administration Click on the name of a user to open them Enter Edit Mode by clicking the...

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...

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...

Gold-Vision On-Premise Technical Requirements

...IIS/.Net web application A SQL/Server database A Windows file system document store Security Managing user access rights to the system (In conjunction with a GV administrator) Managing administration access rights...