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Custom Integrations Overview
...organisation uses different tools and has different mission-critical data and procedures. No matter your requirements, our software development experts will find a solution. Our Special Projects team have previously built...
Google Analytics Integration Overview
...new to Google Analytics, complete the set-up feature using your business’s Google login, or create a free account here. Google Analytics integration for Gold-Vision Connect Understand precisely what’s working –...
Office 365 Contact Sync Integration Overview
...from O365. Office 365 Contact Sync Integration for Gold-Vision CRM This integration with Office 365 allows users to synchronise contacts across platforms. The following data that is present in...
Create An Event
...been selected, use the Preview to see how users will view the details in Event Information. Close modal Tip The Event information can be useful for posting Event Information...
Manage Event Bookings
...Design in Settings. Amend a Booking By default the booking will remain “Unconfirmed” – Your Gold-Vision Administrator can amend this against the Booking Settings if you prefer Bookings to be...
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...
Getting Started
...a menu for account management. When you select an item from the view menu you will be presented with a list that can then be filtered based on your needs....
Portal Management
...preferences. Sites – an area where users can view, update and add new site details for example Delivery or Billing addresses. Profiles – are ideal for managing licensees, warranty details,...
Add Web External Items to Dashboards
...tool if a web link is available. Add a New External Item Open your dashboard and select New Widget and select New External Item. If you have previously uploaded items...
Using Loqate Email Validation
...screen: Close modal And press Yes when asked to if you wish to queue the email address for validation. Close modal To send this email address to be validated. Note...
