Gallery

Gallery sections offer the ability for dedicated, named locations for images and documents to be created. Multiple gallery sections can be added to a screen to create named holding areas...

The Basics

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...

List Stats

Allow users to quickly generate numeric statistics from almost any list They are most useful for quickly totalling numeric columns or discovering the spread of records within a list by...