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Articles tagged "purpose" returned 22 results.
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Managing your Exchequer Integration
...modal Exchequer Product to Gold-Vision Product Close modal Close modal Close modal Transaction History The following values are extracted from Exchequer and inserted into purpose build Gold-Vision Transaction History tables....
Configure Xero integration
...Gold-Vision Account field to be screen designed for this purpose and you will need to enter the field ID in this section : Close modal Managing the Xero Transaction History...
Product Settings
...opportunity, only administrators will be presented with an Open menu option, allowing further editing. The purpose of this is to ensure that historical sales information may be protected – especially...
Product Groups
Gold-Vision has the ability to manage your Product database which can be used for quoting purposes. Products can either be imported or manually created. Info Products can be collated into...
Introduction to Importing Leads
...marketing and lead generation purposes. However, this data may not be in a state of accuracy, structure or completion where it can simply be loaded into the full CRM environment...
Downloading the Data Import Tool
...→ Click Connect. Tip Please use your own Gold-Vision address found in the Lead Management section of the Administration Console, the below screenshot is for information purposes only. Close modal...
Short Codes
Short codes have been built into Gold-Vision to achieve the following purposes: Provide a unique reference number for each item in Gold-Vision. This can be used as an alternative to...
Creating a Project
...be recorded in the Stage History of the Project for analysis and reporting purposes. Activities / Appointments Users can setup a number of Activities and Appointments against the Projects and...
How Can I Use Profiles?
Profiles are records which can be used for multiple purposes. Common uses include contractual data, product specifications, membership and warranty details. Note Profiles are fully configurable and can be renamed...
Categorise Your Data
...filter on from a list. Close modal Tip Tip: Category filtering can be particularly useful when building campaign lists when you are trying to segment your data for marketing purposes....
