Search Results
Articles tagged "Upgrading to Gold-Vision 8" returned 356 results.
Page 21 of 36
Pin to Home Page & Menu
Home Page Use your Home Page to display frequently used/ viewed Dashboards Click on the Gold-Vision logo (top left of the screen) or use the View menu. Close modal Pin...
Creating Activities & Reminders
...when the due date/ time is reached. Include on Calendar – tick this box if you would like the activity to be added to your Gold-Vision Calendar Owner – Your...
Categorise Your Data
Data can be tagged in Gold-Vision using Categories. Info Categories can be set up in Screen Design. You need to be an Admin to complete this task. To update Categories...
Gallery
...or upload the files against the Gold-Vision record. Close modal Click here to find out how you can Screen Design the Gallery Section on the Gold-Vision records screen. ...
Managing Duplicate Data
There are several ways to keep your data clean in Gold-Vision. Click to watch our web clip to see how to manage duplicate data: Duplicate Checking When adding or amending...
Mobile Device Access
Gold-Vision 8 is fully mobile responsive When accessing the product on a mobile or tablet device the view will scale down accordingly and provide a collapsed version of the information...
Campaign stage types
...campaign, rather than create a campaign stage, you instead create your source in Gold-Vision, then click Actions and Export Recipients to export to csv ready to upload to Microsoft Word...
Connect reporting
...syncs up with Gold-Vision automatically, allowing you to use it to create Follow-up stages in Gold-Vision campaigns based on the data gathered. Follow-up Stage Activity A follow-up stage could involve...
Create a campaign source
Campaign Sources are flexible, reusable lists that can be created for use with Gold-Vision Connect, mail merges or to simply export the data to a CSV file. Close modal Creating...
Managing unsubscribes
Viewing Unsubscribers in Gold-Vision If a contact unsubscribes from a Gold-Vision Connect mail shot, then their Contact record will be automatically updated. You will notice on their contact record that...
