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Articles tagged "screen design" returned 187 results.
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User Defined Reporting
...Close modal Once defined, users can generate a report by selecting Report from within the Actions Icon. Close modal Using the Report Overview Screen you can select the applicable Details,...
Document alerting
...to be a system admin to create an alert. Head to the settings cog in the top right hand corner of the screen and select configure alerts. Here you will...
Import Contacts from Office 365 into Gold-Vision
...authentication if required, you will be taken the ‘Import Contacts’ screen which will display the below: Import Contacts will be available from the Settings area. Close modal You will be...
Add Widgets to a Home Page Dashboard
...Configure Widget screen and edit the Dashboard or Widget. Remove Click to Remove a Dashboard or Widget. Print To display the Print screen. Download Click to select the format required....
Brand Style
...into colour Groups. If you have already created a colour group then you can assign the colour to that group in the same screen, or you can create a group...
Using the Generic Phone Integration
...it in the box (optional) Save Close modal Making a Call Making a call from within Gold-Vision is quick and easy. Simply find a phone number against a screen, list,...
Manage Your Day
In this guide, we’ll walk you through some simple steps to help make managing your day-to-day tasks much easier, such as activities and appointments, and show you how to quickly...
Updating an Import
...that you can save time by avoiding the need to Map fields and re-design the Lead Management Screen, and you will just have one lead list. Having an Identical Lead...
Managing your Sage 200 Integration
The Gold-Vision to Sage 200 integration is designed to run automatically and therefore the integration itself has little administrative overhead. The configuration of Gold-Vision alerts and frequency of jobs processing,...
Portal Overview
...The Account Pages are designed to be a self service area where customers can view your Gold-Vision Account (Company) data and create or update information from Contacts, Profiles and Site...
