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Articles tagged "reports" returned 32 results.
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Using your Sage 200 integration
...Utilise Gold-Vision dashboards for the purpose of generating sales reports sourced from Sage 200 data. Review purchase history for a customer when they make an enquiry. The transaction history import...
Using Gold-Vision
The Basics Sales Campaigns & Connect Profiles Projects & Time Events Reports Portal Not sure what to do? Our support team is ready to help Raise a Support Ticket All...
Add Products To An Event, Session Or Booking
...Reports to any Event sales. Adding Products To A Booking You may have a cost associated with a specific Booking, for example hotel accommodation. This product would be added to...
Event Reporting
Create a Chart or Report Reports can be created from any of the Event lists available. For Sales and forecast reporting you can also use the Product Sales List for...
Gold-Vision 8 Upgrade Planning
...Document section to your individual items. (see Adding Sections below). All existing documents in Gold-Vision 7 will be automatically uploaded. Close modal Lists, reports, dashboards and homepage dashboards will remain...
What’s New in Gold-Vision 8
...customer and transaction histories and create interactive reports in real-time without ever having to leave your CRM. Close modal Sites Sites have been introduced as standard functionality in Gold-Vision to...
Xero Integration Overview
...consolidated view. Inspect customer and transaction history and create interactive reports in real-time without leaving your CRM. Simple quote creation Create professionally branded quotes using customisable templates in minutes. Simply...
Sage 200 Integration Overview
...extra feature of this integration that can be enabled with help from our support team. This tool allows users to create dashboards displaying sales reports and data and review the...
Using your Sage 50 Integration
...for the purpose of generating sales reports sourced from Sage 50 data. Review purchase history for a customer when they make an enquiry. Create a new campaign based on transaction...
Managing your Exchequer Integration
...found highlighted in orange below. Once the data is in Gold-Vision is can be used to produce reports, charts and dashboards Transaction Header Close modal Close modal Close modal Close...
