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Articles tagged "data" returned 184 results.
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Configuring the Adobe Sign Integration
...from almost any item by using predefined Word Templates (.dot) files. The template file may contain Gold-Vision “tags”, which are substituted with the corresponding item data – for example name...
Gold-Vision Technical Requirements
...chosen location with datacentres in the UK and Canada Class-leading backup, restore & disaster recovery processes Committed to security and quality backed by ISO 27001 accreditation Gold-Vision On-Premise For an-on-premise...
Create Dashboards or Menus for your team
Create Homepage Dashboards or Menus for your team and make them public. This will help to make sure everyone is working from the same sales data. Dashboards can be created...
Creating a Quote
...menu. Financial Entity Financial Entities are a solution primarily to handle Company data sets of a number of financial packages Gold-Vision integrates with (e.g. Sage, Exchequer) Financial Entities can be...
Duplicate Scoring
Lead Management has some advanced deduplication facilities, and checks incoming data for duplication within the imported list, between imports and in Gold-Vision. When duplicates are found, two fields are calculated....
Managing your Leads
...to Promote it to your main Gold-Vision database where it becomes an Account and Contact. Close modal You will have option to create new records (e.g. Account, Contact, Opportunities and...
Creating A Document
...Gold-Vision “tags”, which are substituted with the corresponding item data . Create a Document from Template By clicking on the Template Icon, the Generate Document Screen will appear. Here you...
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...
Managing Activities
The Activity main menu enables users to perform different actions to the Activity record Close modal Edit Activities Close modal Close modal The information to update data such as...
Merging Accounts Or Contacts
Accounts and Contacts can be merged in the Settings area within Data Management and select either Merge Accounts or Merge Contacts. Merge two Accounts or Contacts (a Source and a...
