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Articles tagged "simple" returned 29 results.
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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...
Manage Your Day
In this guide, we’ll walk you through some simple steps to help make managing your day-to-day tasks much easier, such as activities and appointments, and show you how to quickly...
Setup GDPR In Gold Vision
GDPR and data privacy functionality can be setup in Gold-Vision Settings by your Gold-Vision Administrator. There are 3 simple steps for setup: Close modal Privacy Settings Can be set up...
How to create a drag & drop template
...this nice and simple. Creating and copying templates To create a new blank template, select Template from the menu options in the upper righthand corner. From the template library view,...
Landing Page Design
...the Create your own option, or choose from a simple pre-designed layout. Close modal Or use select Themes to select a pre-defined design for your landing page: Close modal Info...
Meta Data
...as drop fields will also return the drop options associated to that field giving you much more information than standard ones. Requesting meta data for an object is simple just...
Homepage
Gold-Vision CRM Get started with CRM with this simple guide. Gold-Vision Marketing All the help you need to create your first campaign with Gold-Vision Marketing. Resources Find upcoming webinars, product...
Import types
...available account activity fields. Account name or Reference/External ID. Activity summary or reference number. Account Contact Basic Importing accounts and contact with only simple information. Does not include user defined...
Power searching
...– BB19 you would put BB1[ ] NUMERIC SEARCHES NUMERIC SEARCHES Tip Tip: Don’t forget about the search helpers at the top of most Gold-Vision lists for simple searching and...
Managing Projects
Users can plan and manager their Projects in Gold-Vision with simple resource allocation, correspondence tracking and powerful reporting. Create Activities/Tasks for a Projects Project Activities can be useful to manage...
