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Articles tagged "Upgrading to Gold-Vision 8" returned 356 results.
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Setting up Products with Time/Unit
Allows you to log time/units against Gold-Vision records linked to Purchased Time / Units. The Log Time functionality is available against an Account, Account Activity, Contact Activity, Opportunity, Opportunity Activity,...
Managing Projects
...Word document against the Project record for easy access Close modal To find our more about uploading documents to Gold-Vision please visit Viewing and Uploading Documents Create Documents from Templates...
Creating A Gauge Chart
...and visualize in which range the current value is falling. How to create a Gauge Chart From the Gold-Vision list click on Views and then Report Close modal Click Create...
Screen Designer
...a screen. Watch our web clip to see how to add field groups. Adding Pages Close modal Watch our web clip to see how to add pages. Adding Sections There...
Critical Fields
...a user Saves a record where fields have previously been removed, they will see a message explaining that a field is missing. The Gold-Vision Administrator will need to add the...
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...
How To Setup Sales Target
Gold-Vision gives you the ability to setup your own Sales Targets which is a great way to keep your Sales Teams focused and provide an overview on how your business...
How Can I Restrict Access?
There maybe areas of Gold-Vision which don’t need to be viewed by all Gold-Vision users. Screens can be customised per team or based on the item type or status, for...
Advise the customer that their subscription is due
...Object Contact and the relevant template. Close modal You can include links to Gold-Vision items on the template but note that they are only clickable by Gold-Vision users...
