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Articles tagged "user" returned 230 results.
Page 17 of 23
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...
Standard Reporting
...of Standard Reports that allow you to report on Accounts, Activities and Projects plus on your Sales Forecasts and History. You can also create your own User Defined Reports to...
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...
Changing The Name Of An Item
...the item is addressed in singular and plural cases. Close modal Tip Tip: It can be useful to amend item names to reflect your business to assist with user engagement....
Configure your Lead Screens
...Name Last Name Contact Phone Mobile Email Adding Fields Additional fields can be added to the screen, including the fields on your cvs file and new user defined fields. Fields...
Custom Date Periods
...available to users when the calendar icon is selected on a date field either in a List View or when creating a Report Close modal Tip Tip: Don’t forget to...
Document Storage
...Info Note that both the users and Gold-Vision will require permissions to read and write to this location. Auto-Create Sub-Folders Check the box to auto-create subfolders for new items facility...
Filtering Sublists
When viewing Sublist’s against an Object in Gold-Vision you can set default filters. This will allow users to access relevant information quickly against an item as well as adding extra...
