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Articles tagged "Projects" returned 34 results.
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Using The Flows View
The Flows view allows users to see data (for example Projects) in a view showing cards with ‘swimming lanes’. Cards can be dragged and dropped in to different lanes. Create...
Viewing & Reporting-Time / Units
...user entries for that specific record but also for the child records e.g. Time Entries for Projects can be seen in the Time entries List of the Account Close modal...
Linking Purchased Time
...user Allocated or Unallocated Example of Using Time with Paid Services In this example we will see how you can use the Time functionality by log in Time against Projects...
Item Reports
...Appointment Summary Activities N/A Opportunities Activities Gantt Chart, Opportunity Overview Quotes N/A Profiles N/A Projects Activities Gantt Chart, Project Overview Campaigns N/A Events Events Overview, Sessions Booking Planner Tip Tip:...
Standard Reporting
...of Standard Reports that allow you to report on Accounts, Activities and Projects plus on your Sales Forecasts and History. You can also create your own User Defined Reports to...
Microsoft Outlook Integration Overview
...internal emails to projects with no manual work required. Gold-Vision automatically imports or exports contacts, and even matches them with the correct account. Close modal 3 Key Benefits of our...
User Access Options
...Tip Tip: Access to Gold-Vision item types, for example; Opportunities, Projects, Reports, etc., can be restricted by Primary Team in User Access Options within the Settings area. Close modal No...
Import types
...existing accounts. Account name or reference, plus profile summary or unique reference. Project Importing projects to existing accounts. Account name or reference, plus project summary or unique reference. Tip You...
Mail Tracking & Calendar Troubleshooting
...list, especially CC/BCC, for emails addresses or domains that are stored against the account or contact Emails are not automatically linking to Activities, Opportunities, Quotes or Projects Emails will automatically...
Configuring Custom Integrations
...different mission-critical data and procedures. No matter your requirements, our software development experts will find a solution. Our Special Projects team have previously built integrations that facilitate: Automatic text-message sending...
