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Articles tagged "Documents" returned 37 results.
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Introduction to Projects
...different predefined Stages, Documents, Appointments, Correspondence (Emails and Notes), Photo Gallery, Links and Time. Close modal To facilitate the management of a Project, automated workflows can also be designed for...
Managing Activities
...Create Documents from an Activity Use document templates to send a letter or an email to the Contact for the Activity with pre-defined company details completed by clicking the template...
Letter Campaigns
...Contact Save as a Dotx file type Upload the template: In the documents area go the GV Templates folder > Letter > Contact. Click Upload the template or use the...
What’s New in Gold-Vision 8
...decide how many tabs or pages to have, what field sections to include, and whether to add lists, documents or correspondence sections. You also have control over the inclusion of...
Viewing & Editing Lists
...Add on required) Template (Create bulk documents from Templates) Link (Link multiple items) Edit (Edit records in bulk) Delete (Delete records in bulk) See our clip below Close modal...
Portal View – Examples
...Documents section to view Attachments in Settings – Screen Designer – area in Gold-Vision. Close modal The note can be viewed in the Correspondence section. Attachments can be viewed in...
Managing Appointments
...on how to create documents from template can be found here. New Link may be created to link the Activity to another Gold-Vision item from the link button. Further Appointment...
Add Products To An Event, Session Or Booking
...Booking is Confirmed and Closed – Won, the Product price will register as a Product Sale. You can include product price information in your Event template documents. You can generate...
Using Contact records
...Contact, select the Relationship then click Add Close modal Info Links relationship options can be predefined by Administrator Users in the Settings area Creating documents from a Contact Document templates...
Using Sites
...fields can be included in Document Templates. For every Gold-Vision record where Templates are being used to generate Documents, the System Administrators will be required to select the tags for...
