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Introduction to Sites
Close modal What are Sites? Sites have been introduced as standard functionality in Gold-Vision to offer the ability to use and assign multiple addresses to different Gold-Vision items like: Account...
Undelete Records
Records which have been deleted can be undeleted in the Data Management area of the Settings area Close modal Info Campaigns and Leads can not be undeleted....
Searching and Filtering Lists
Searching Lists Select the column you would like to search for and enter the item description and hit return. The list will then display all records that start with that...
Mobile Device Access
Gold-Vision 8 is fully mobile responsive When accessing the product on a mobile or tablet device the view will scale down accordingly and provide a collapsed version of the information...
Merging Accounts Or Contacts
Accounts and Contacts can be merged in the Settings area within Data Management and select either Merge Accounts or Merge Contacts. Merge two Accounts or Contacts (a Source and a...
Managing Duplicate Data
There are several ways to keep your data clean in Gold-Vision. Click to watch our web clip to see how to manage duplicate data: Duplicate Checking When adding or amending...
Managing Appointments
Schedule Appointments Close modal Each row represents an attendee and the view extends horizontally with the hours of the day. When attendees are added to the appointment the schedule view...
Managing Activities
The Activity main menu enables users to perform different actions to the Activity record Close modal Edit Activities Close modal Close modal The information to update data such as...
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...