Profiles

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...

Dashboards & Reports

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,...

Calendar Synchronisation

...are old appointments that you wish to be brought in, the earliest synchronisation date can be reset by you as an Admin, using the date control fields shown above to...

Changing The Name Of An Item

...have selected the item that you would like to amend, using the Actions button, select Rename. Close modal Amend the name of your item and provide details as to how...

Critical Fields

...Fields have to be visible or just on screen? Critical Fields must by on screen, they can be hidden using visibility rules, for example only system admins can see them....

How To Use Reference Numbering

...a Quote using {AC:3}-{#QUO} and ticking Add to Summary. Close modal Info If you have ticked Add to Summary, the reference number will be included when sending an email and...

Lead Scoring

...your leads Add to a Lead Nurture Campaign Re-assign to a Sales Person or promote the Lead in to Gold-Vision. Or using Marketing Automation, alert the Lead owner when a...

Outlook Plugin

...on your domain, you should not need to specify credentials, but if you are using a hosted Gold-Vision setup or your connection to Gold-Vision is through and external address, you...