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Articles tagged "Upgrading to Gold-Vision 8" returned 356 results.
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Create a Lead List
...or Approval Required. These settings can be amended at anytime. Importing Lead Lists Lists can be imported from a spreadsheet using the Gold-Vision Data Import Tool, see your Gold-Vision...
Viewing & Editing Lists
...column to the left/right Freeze the column Remove the column Close modal Freezing a column We now have the ability to move and freeze columns in Gold-Vision, these columns will...
Creating & Using Notes
...immediate alert to another user(s) Set Reminder – select a date and time Gold-Vision should send you a reminder of this note. Phone Note – An icon of a phone...
Address Lookup
...cost of missed deliveries, and maximise conversions by integrating Loqate’s easy-to-use international address validation service with Gold-Vision. Address look-ups can be set-up as an automated link from your Gold-Vision which...
Configuring Sites
...For more information on how to add Pages and Sections to your item Screen Design please visit Changing the Screen Design page. Adding the Site field to Gold-Vision records Site...
Creating A Document
...or Word Document (.docx) Close modal Output Options Save to File The document will be saved on the Gold-Vision Document Storage. Using Chrome: Click to copy the path and paste...
Creating Appointments
...list. Gold-Vision Reminder Alert If you select a reminder option then all users who have not declined the appointment will receive a Gold-Vision alert at the selected time before the...
Linking Items
...another or another Account in Gold-Vision might be a Head office and other Accounts might be Regional Offices. Links can be created from all Gold-Vision records using the Link icon....
Data privacy opt in
...Connect Gold-Vision integrated with Gold-Vision Connect provides you with a trusted database of opted-in contacts who can easily be identified for ongoing communications. You can add a link to a...
Managing data privacy
...Step 3 Create an automated template in Gold-Vision Connect to manage automated privacy notifications and send them at the required schedule. Close modal Step 4 Create a follow-up stage...
