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Articles tagged "item" returned 132 results.
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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...
Creating A Document
Gold-Vision can generate Word documents from almost any item by using predefined Word Templates (.dot) files. Templates are also used when running letter-based mail campaigns. The template file may contain...
On Save Alert
The alert will execute when the user clicks Save on the item, either when the item has been created or updated. Alert Go to Setting click on Configure Alerts, choose...
Using DocuSign 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 Next you will...
Managing your Sage 50 integration
...left are Gold-Vision items to be pushed to Sage Items on the right are Sage items to be pushed to Gold-Vision Your bookkeeper or accountant can ensure that uncontrolled Accounts...
Critical Fields
...critical filed has been removed from an item? Item saves will be unaffected, the item screen will display a warning banner prompting users to ask their administrator to check the...
Managing Activities
...Activity to another Gold-Vision item from the link button Close modal Email from an Activity Email the Contact by clicking on the Activity Contact’s email address Creating new items from...
Using Contact records
...links and relationships between Contact records and other Gold-Vision items can be done by clicking the links icon. Select the item type that you would like to link to the...
Managing Opportunities
...page. Creating new items for an Opportunity Child items can be created for each opportunity record by clicking the Plus icon next to Action Menu Close modal Please see...
Report, Calendar, Map and Flows view
...View is the most popular view in the system and this will display a list of all the items e.g. list of all Contacts in the system Calendar View Lists...
