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Articles tagged "links" returned 4 results.

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Amending Drop Options

Drop down options can be amended in the User Interface area of the Settings area, either in the Screen Designer or the Drop Downs area. Configure Drop Options

Using Contact records

Users can easily manage Contacts within Gold-Vision using the action menu against the Contact record

Using Account records

The Account main menu enables users to perform different actions to the Account record: 

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 another or One Account in Gold-Vision might be a Head office and other Accounts might be Regional Offices. Links can be created from all Gold-Vision…