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Articles tagged "item" returned 132 results.
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Add Web External Items to Dashboards
...saved, the item will appear on your dashboard! Managing External Items Gold-Vision Administrators are able to Add, Edit and Remove External Items from the Settings Menu Settings > External Items...
Linking Items
Linking Items Sometimes it is useful to show relationships between items in Gold-Vision. For example a Contact maybe employed by one organisation, but they are working as a contractor for...
Changing The Name Of An Item
...have selected the item that you would like to amend, using the Actions button, select Rename. Close modal Amend the name of your item and provide details as to how...
Item Reports
Item Reports In-item reports can be run against most items in Gold-Vision. From the actions menu → Run Report Account Account Summary, Activities Gantt Chart Contact Activities Gantt Chart Appointments...
Easy Navigation Tips
...cog at the bottom or from Actions on a list. Close modal Creating New Items Use the New Item menu or click the + button on an item (next to...
Using Account records
...Links to an Account Setting links and relationships between Account records and other Gold-Vision items can be done by clicking the links icon on the Account menu. Select the item...
Pin to Home Page & Menu
...item template to the user menus as a custom item. Users can enter data against a new item screen but instead of saving it they can pin it to any...
Creating Templates & Template Tags
Introduction Gold-Vision can generate Word documents from almost any item by using predefined Word Template (.dot) files. The template file may contain Gold-Vision “tags” which are substituted with the corresponding...
User Access Options
...Access Rights When a user’s team does not have access to a particular item type, all icons and menus to that item type will “disappear” from the Gold-Vision user interface....
Using SharePoint Online Integration
...Online “site” and accessed through the product. The integration is capable of the following:- Automatically create folders in your Sharepoint Online site and link them to Gold-Vision items Allow users...
