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Articles tagged "Getting started with Gold-Vision 8" returned 418 results.
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Introduction to Projects
Gold-Vision fully integrated Project Management module offers a central platform where users can manage the complexities of a project combined with Account, Contact and Sales information that already exists in...
User Defined Reporting
Whilst there are a number of pre-defined reports available from the Reports section within the View Bar, Gold-Vision’s reporting also allows you to build, generate and manage custom reports from...
Updating an Import
...identify what happens with the data i.e. whether the data should: U Update the record in Gold-Vision I Be inserted D Be deleted By default U, I, D can be...
Add Products To An Event, Session Or Booking
...will be applied to bookings on these sessions only. Tip You will need to ensure your Products have been setup in the Settings – Products area by your Gold-Vision Administrator....
The Basics Part One
Who is it aimed at? All Gold-Vision users. What does it cover? How to login, your home page view, accessing menus, viewing and adding notes, along with navigation and searching...
Role Management
...a special ‘Super User’ role that has access to everything on the portal. Tip Please note names of the pre-existing roles in Gold-Vision are generic and they are not associated...
Create Data Source
...for the run of the email; as the contact being added to the Data Source in Gold-Vision CRM will automatically trigger the immediate send of the Automated Email. Info...
Design Tools and Functionality
...These are created to contain the content blocks placed within them. Settings: The Settings tab allows you to edit the overall structure of your email template, with options including content...
Geo Settings
...area. Once Geocoding has been set up, this screen will show the status of Geocoded items. Close modal Info Please contact support@gold-vision.com for assistance with the set up of Geocoding....
Using the Adobe Sign Integration
...it’s sent 1. Click the Word icon against the required Gold-Vision item. Close modal 2. Select the document template then choose Output as eSign Document. Close modal 3. Add the...
