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Articles tagged "standard-reporting" returned 99 results.
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Standardise documentation
Create Proposal documents Create personalised proposals to send out to your customers By clicking on the Template Icon, the Generate Document Screen will appear. Here you will be able to...
Integrations Pricing
Included Integrations Included as standard at no extra cost Integration 3rd Party Pricing Plan Microsoft Outlook See Office 365 pricing Gmail See Workspace Pricing Adobe Sign See Adobe Sign Pricing...
Gold-Vision On-Premise Technical Requirements
...– Info The Minimum supported Windows Operating System is Windows Server Standard 2019. SQL Server Requirements Recommended* 10-50 Users 51-100 Users 100+ Users Operating System Windows Server Standard 2019 –...
Report Settings
...Info If you have a Microsoft SQL Reporting Services installed you can select this as an option to render your reports. If SQL Reporting Services is selected a Report Folder...
Using your Sage 200 integration
...You will build a Gold-Vision quote using standard Gold-Vision functionality. If you have a multi-company Sage integration, you will also need to select the financial entity at the time of...
What’s New in Gold-Vision 8
...Design Tool comes the introduction of a new field type which offers multi-select drop down options as standard. This enhances the quality of the data you can gather at times...
Intro to Lead Management
...your business when capturing new leads. This will assist with qualification and reporting with Lead Management. Import your Leads – You may already have a list either in Excel or...
Touch Points introduction
...simply add a section to their screen design for this reporting – Changing the Screen Design – Adding Sections You can choose to Add Touch Point reporting to either your...
Using your Sage 50 Integration
...Accounts. Transaction History Import The transaction history import is a standard solution we can enable for integrations if required. Importing transaction history into Gold-Vision allows users to: Utilise Gold-Vision dashboards...
Emails Overview
...See Brand Overview for more information on Brands. Email Types Close modal Type – Select the type required – Standard Email, Automated Email or Follow up Email. The Standard Email...
