Updates

...field. Activity reports can now be added to the Overview in Account Screen Design and include the Site along the X or Y axis. ‘New’ button removed from Reports list...

Set up your annual reporting

Use Gold-Vision to standardise your reporting for your meetings and collate charts to track progress for the business. Create widgets, tables or counts which are dynamically refreshed using the data...

How Do I Export Data?

You may wish to export data from Gold-Vision, for example to produce a monthly sales report to review with your sales team, this can be done by creating a report,...

Easy Navigation Tips

...cog at the bottom or from Actions on a list. Close modal Creating New Items Use the New Item menu or click the + button on an item (next to...

Creating a Quote

...Sales Reporting, click here to find out more. Quote Currency Gold-Vision supports multi currency options, this enables users to setup sales in different currencies and sales reporting can be created...

Connect reporting

The Reporting tab on a Connect mail shot shows graphical information regarding the tracking data as well as detailed information regarding click-thrus, read dates and times. Close modal This data...

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...

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...

Dashboards & Reports

User Access Options

...Tip Tip: Access to Gold-Vision item types, for example; Opportunities, Projects, Reports, etc., can be restricted by Primary Team in User Access Options within the Settings area. Close modal No...