How to use follow up rules

...created, a user can create either an Opportunity, Appointment or a Booking. The count of these created and the value is automatically linked to the Campaign and Campaign Stage. Alternatively,...

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...

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...

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....

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...

Design

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...

Short Codes

...reference numbers if required, especially if Gold-Vision is integrated with a 3rd party system. Provide a more visible and user-friendly reference for launching a record page. Short codes give each...

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...

Email Templates For Alerting

...modal Tip Tip: You can add fields from the relevant Gold-Vision item. You can also add a direct link to the Gold-Vision item (this is only accessible by Gold-Vision users)....