Search Results
Articles tagged "item-report" returned 188 results.
Page 3 of 19
Category Management
...Toggling the Propagate or other options will not affect existing applied Categories. Categories By Item Type Item Type will allow you to view and manage Categories by item. Close modal...
Using Account records
...Links to an Account Setting links and relationships between Account records and other Gold-Vision items can be done by clicking the links icon on the Account menu. Select the item...
Pin to Home Page & Menu
...item template to the user menus as a custom item. Users can enter data against a new item screen but instead of saving it they can pin it to any...
Creating Templates & Template Tags
Introduction Gold-Vision can generate Word documents from almost any item by using predefined Word Template (.dot) files. The template file may contain Gold-Vision “tags” which are substituted with the corresponding...
Using SharePoint Online Integration
...Online “site” and accessed through the product. The integration is capable of the following:- Automatically create folders in your Sharepoint Online site and link them to Gold-Vision items Allow users...
Getting Started
...A good example of this is opening up your list of accounts and then filtering by industry or account type. Close modal Accessing Items Once you’re in an item, such...
Linking Purchased Time
...this functionality, make sure the following items have been screen designed on the required Gold-Vision records: You need to set your Time Settings to define how many hours are in...
Linking Purchased Units
...functionality, make sure the following items have been screen designed on the required Gold-Vision records: Products have been Linked to Purchase Units see Configuring Time page for more details. You...
Gold-Vision 8 Upgrade Planning
...Document section to your individual items. (see Adding Sections below). All existing documents in Gold-Vision 7 will be automatically uploaded. Close modal Lists, reports, dashboards and homepage dashboards will remain...
Create Dashboards or Menus for your team
...from your Product Sales List, Forecast list, Quotes and Opportunity Lists Create Product Sales Dashboards From the Product Sales list filter the list as required, click Views and Reports...
