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Articles tagged "items" returned 84 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...
Using Account records
...To find out more about how to create templates please visit our Creating A Document From A Template page. Creating new items for an Account Child items can be created...
General Navigation
...Elements, Emails and Landing Pages. Searching You can easily find items using the search field. Simply enter the characters then enter to find items matching all or part of the...
Gold-Vision 8 Upgrade Planning
...be as Gold-Vision 7. All User Defined pages will appear as tabs. The Overview section will show a count of your items. Close modal Warning Header – with all fields...
Managing your Sage 50 integration
...left are Gold-Vision items to be pushed to Sage Items on the right are Sage items to be pushed to Gold-Vision Your bookkeeper or accountant can ensure that uncontrolled Accounts...
Getting Started
...done. There is also an option to broadcast notes via emails or Gold-Vision alert to your team members. Close modal Add new items You can add new items to a...
Easy Navigation Tips
Viewing Lists To view the list of items from your Gold-Vision use the icon to View lists. Close modal Tip Tip: You can create your own menus. Click on the...
Linking Purchased Time
...this functionality, make sure the following items have been screen designed on the required Gold-Vision records: You need to set your Time Settings to define how many hours are in...
Linking Purchased Units
...functionality, make sure the following items have been screen designed on the required Gold-Vision records: Products have been Linked to Purchase Units see Configuring Time page for more details. You...
