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What’s New in Gold-Vision 8
...users to log-in with ease. Close modal Finance integrations We have integrations with a number of popular accounting software options, including Sage, Xero and QuickBooks that will help you take...
Manage Dashboards
...dashboard on your personal Home Page. Close modal Menu Options Click the Ellipsis Icon to view menu options. Close modal Edit Click Edit to access the Edit Dashboard Options....
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...
Linking Purchased Units
This page will show you how to Link Units to Unit Product Sales in Gold-Vision and log units used for this. Prerequisites Before you go ahead and start using this...
Bulk Document Production
...the “Create Individual Documents” option your documents will be visible against the Account Documents Folder. Info When selecting “Create Merged Document” as an output option the document will be stored...
How to use the legacy drag & drop design tool
...and simple. Creating a Drag & Drop Connect Template When you are in the editor you will see that you have a number of options on the right hand side...
Screen Designer
...fields for use with GDPR settings – see ‘Using GDPR in Gold-Vision‘ Configuring drop options for Dropdown fields – See ‘Amending Drop Options‘ and create Highlight Rules Setting Fields Defaults...
Creating Home Page Dashboards
An Introduction to Dashboard Management Dashboard Management enables users to edit, duplicate and share dashboards with teams / users. The Manage Dashboards option also allows you to… Specify which teams...
Email Templates
...Info Visit General Navigation for information on how to use the Search, Folder and Tag options on this list. New Template Create a new template using the New Template button...
Landing Page Templates
Use the Landing Page Templates tab to view or add templates to your brand to be used in your Campaigns. Close modal Info Visit General Navigation for information on how...
