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Articles tagged "Getting started with Gold-Vision 8" returned 418 results.
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Importing a Collection
...examples to use with your Gold-Vision Close modal 3. From here you can edit the collection and replace the information mentioned earlier and start using the Gold-Vision API. Close modal...
Filtering
Gold-Vision API also supports filtering when performing requests, the below example shows applying a filter on a GET request for an Account. Within our example we use a created date...
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...
Creating A Document
...Gold-Vision “tags”, which are substituted with the corresponding item data . Create a Document from Template By clicking on the Template Icon, the Generate Document Screen will appear. Here you...
Linking Items
...another or another Account in Gold-Vision might be a Head office and other Accounts might be Regional Offices. Links can be created from all Gold-Vision records using the Link icon....
Managing data privacy
...on a repeated schedule which might be the same time each day, or even hourly. Ensure that the New Recipients Only box is ticked. Close modal Info Gold-Vision Campaigns allow...
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...
Creating A Gauge Chart
...users at a glance whether values are falling within an acceptable value or the outside acceptable value. Users can create Gauge Charts from for all areas in Gold-Vision excluding the...
Critical Fields
...be affected in anyway? Alerting not be affected by critical fields. Who defines a critical field or is it configurable? Gold-Vision controls which fields are critical. What happens if a...
Document Storage
Configure Document Storage Document Storage is available within the Settings > Document Storage Gold-Vision can be configured to automatically save documents created from templates to a pre-defined location. Close modal...
