Search Results

Search Results

Articles tagged "Uncategorized" returned 75 results.

Page 2 of 8

Linking Items

Linking Items Sometimes it is useful to show relationships between items in Gold-Vision. For example a Contact maybe employed by one organisation, but they are working as a contractor for...

Introduction to Sites

Close modal What are Sites? Sites have been introduced as standard functionality in Gold-Vision to offer the ability to use and assign multiple addresses to different Gold-Vision items like: Account...

Undelete Records

Records which have been deleted can be undeleted in the Data Management area of the Settings area Close modal Info Campaigns and Leads can not be undeleted....

Edit Account and Contact Addresses

Account and Contact address details are held within the Site record. To edit an Account or Contact address details users will have to edit the Site record. From the Account...

Easy Navigation Tips

Viewing Lists To view the list of items from your Gold-Vision use the icon to View lists. Close modal Tip Tip: You can create your own menus. Click on the...

Creating Appointments

Create a New Appointment Appointments can be created from the New Menu or from the Plus Menu against Account, Contact, Activity, Opportunity and Project records: Close modal Or users can...

Creating A Document

Gold-Vision can generate Word documents from almost any item by using predefined Word Templates (.dot) files. Templates are also used when running letter-based mail campaigns. The template file may contain...

Configuring Sites

Sites are individual records in Gold-Vision which can be screen designed as per specific business requirements. The Sites functionality is available as standard for all users. Screen Design Site Record...

Categorise Your Data

Data can be tagged in Gold-Vision using Categories. Info Categories can be set up in Screen Design. You need to be an Admin to complete this task. To update Categories...

Bulk Document Production

Users can generate documents in bulk from most Gold-Vision lists where the item can already be used to generate documents from a template. The advantage of this functionality is that...