Updates

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…

Getting Started

Manage Your Day

Want to learn more? We have a collection of web clips dedicated to helping you get to grips with the basics of Gold-Vision in more detail. Click here to watch now

Using Gold-Vision

Administration

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.

Using Sites

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.