Search Results
Articles tagged "Uncategorized" returned 75 results.
Page 3 of 8
Address Lookup
What is Address Lookup Address verification from Loqate is the most reliable way to capture accurate address data and ensure data quality in your systems. Increase business efficiency, reduce the...
Action Centre
Using the Action Centre Recent list Use your Recent list to keep track of where you’ve been and quickly access those items. Use the Action Centre to keep track of...
Your To Do & Alerts List
Your To-Do list This shows your Activities when the start date is reached (and they’ve not been completed). Users can open activities from the To Do list complete them or...
Updates
Back to Release Notes – September 2021 Updates Lists / Menu The Account field called External ID can be added to the Product Sales list You can now create Quick...
Creating & Editing Sites
By default when a new Account is created and the Primary Address is completed by the user, Gold-Vision will automatically create a Site record in the background. Close modal Note...
Getting Started
Welcome to Gold-Vision! This getting started guide will help you get to know the fundamentals of your new CRM. Below, we run through some of the key areas and skills...
Manage Your Day
In this guide, we’ll walk you through some simple steps to help make managing your day-to-day tasks much easier, such as activities and appointments, and show you how to quickly...
Administration
User Settings Design Data Global Settings Alerting & Workflow Products, Tax, Currencies Diagnostics & Troubleshooting Gold-Vision API Not sure what to do? Our support team is ready to help Raise...
Using Gold-Vision
The Basics Sales Campaigns & Connect Profiles Projects & Time Events Reports Portal Not sure what to do? Our support team is ready to help Raise a Support Ticket All...
Viewing and Uploading Documents
View Documents in Global List Go to View and click on Search Documents, the list of all documents from Gold-Vision will then be displayed Close modal View Documents Against Records...
