Search Results
Articles tagged "relationship" returned 15 results.
Page 1 of 2
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
...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...
Using Contact records
...Contact, select the Relationship then click Add Close modal Info Links relationship options can be predefined by Administrator Users in the Settings area Creating documents from a Contact Document templates...
Amending Drop Options
...in the Special Drop Downs Area. Close modal Tip Tip: LinksLink relationships can be edited in the Drop Downs, for example: Account Relationships. Options can be added, amended or deactivated....
Managing Opportunities
...the opportunity record by clicking Note icon. Click here to find out more about Creating & Using Notes. Add Links to an Opportunity Setting links and relationships between Opportunity...
Using Sites
...Close modal Add Links to a Site Setting links and relationships between Site records and other Gold-Vision items can be done by clicking the links icon on the Site menu....
Managing Quotes
...and relationships between Quote records and other Gold-Vision items can be done by clicking the links icon on the Quote menu. Select the item type that you would like to...
Updates
...in Flow View Social Authentication list displays all authentications for users with access to Settings Privacy Dashboard – Purpose Removal Date displays the correct date Links / Relationship options show...
Manage your Sales Team Introduction
...Close modal Mobile CRM Sell, contact and manage your relationships on the go. Get access to your live CRM information on any device, including integrated data from operational systems Click...
What’s New in Gold-Vision 8
...relationships. Close modal Set up widgets based on key elements that matter to you – with deeper dives into that information available in a single click. Plus, you can customise...
