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Articles tagged "users" returned 177 results.
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Using Appointments to manage diaries
...Allows users to see all Sales Appointments by type Close modal Info Appointment Type options can be changed in the Settings area. Set Appointment Outcomes Create reports to measure the...
Address Lookup
...is updated every day from Royal Mail’s Postcode Address File (PAF®). This is an optional Gold-Vision add-on which assists users when adding new Accounts and Contacts and is offered with...
Bulk Document Production
Users can generate documents in bulk from most Gold-Vision lists where the item can already be used to generate documents from a template. The advantage of this functionality is that...
Easy Navigation Tips
...complete your Activities from your To-Do list. Navigation using Short Codes As well as navigating using the view or global search option, users can also access top level lists by...
Using Bulk Replace
...wish to replace and what you want to replace it with. Close modal then click Confirm Info Users can only bulk replace 50 items at a time using Multi Select...
Using Sites
Assign a Site to Gold-Vision records Sites can be assigned to different Gold-Vision Records. As default Gold-Vision will assign the Primary Site to all new records. Users can then choose...
Managing data privacy
...you won’t have to rely on your users to ensure this is maintained (as required under GDPR). An automated campaign might look as follows: Close modal Step 1 Create your...
Introduction to Projects
Gold-Vision fully integrated Project Management module offers a central platform where users can manage the complexities of a project combined with Account, Contact and Sales information that already exists in...
Power searching
Power searching allows users to filter lists with a range of searches such as: ANDSearch Example: filtering Accounts with Industry set to Manufacturing AND in United Kingdom. Here you could filter using...
Creating Templates & Template Tags
...to all users as GVTemplates to allow Gold-Vision access to the Word Template files. The templates folder has sub-folders divided by type of template and item type. See your Gold-Vision...
