Changing The Screen Design
The Screen Designer allows you to add, remove and configure, fields, sections and pages on most item screens.
Configuring FieldsFields can be configured to suit your business requirements. Fields can be made mandatory, set for de-duplicating, you can determine which user/team the field should be visible to, which fields are sensitive/personal (for use with GDPR settings – see ‘Using GDPR in Gold-Vision‘). You can configure Drop Down options (see ‘Amending Drop Options‘) and create Highlight Rules.
Setting Fields DefaultsDefaults can be set for certain fields in the system (Text, Numeric and Checkboxes) through the screen design tool. Doing so will allow systems to be configured with certain options pre-filled by default (for example whether to default contact preferences “on” or “off”).
Tip: The Screen Designer is drag and drop, all fields and sections can be easily moved to different places.
Add Field GroupWatch our web clip to see how to add field groups:
Add New PagesNew pages can be added and deleted from Items and pages can be configured and reordered.
Watch our web clip to see how to add pages:
There are a number of options for adding sections. You may not see all options if you are not running the latest version of Gold-Vision.
Watch our web clip to see how to add sections:
Set Team Visibility And RulesPages and Sections can be configured, to only be visible to specific teams and users.
Tip: You can set rules so that specific areas will only show when certain fields are set to specific requirements, for example: Sales Info Section will only show when the Account Type is set to Customer.