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Updates Lists / Menu The Account field called External ID can be added to the Product Sales list You can now create Quick Quotes from a custom menu The Contacts sub list now retains the correct field labels Drop option and numerical fields in a list can show the Stats based on the current list…
Manage Your Day
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Viewing and Uploading Documents
View Documents in Global List Go to View and click on Search Documents, the list of all documents from Gold-Vision will then be displayed
Using The Flows View
The Flows view allows users to see data (for example Projects) in a view showing cards with 'swimming lanes'. Cards can be dragged and dropped in to different lanes.
Assign a Site to Gold-Vision records Sites can be assigned to different Gold-Vision Records. As default Gold-Vision will assign the Primary Site to all new records. Users can then choose a different Site:
Using Contact records
Users can easily manage Contacts within Gold-Vision using the action menu against the Contact record
Using Bulk Replace
Sometimes you might need to update a list of records with the same information, for example, change Account Manager from one user to another user. You can use Bulk Replace rather than having to update records individually.