Item Reports

Item Reports In-item reports can be run against most items in Gold-Vision. From the actions menu → Run Report Account Account Summary, Activities Gantt Chart Contact Activities Gantt Chart Appointments...

Power searching

...– BB19 you would put BB1[ ] NUMERIC SEARCHES NUMERIC SEARCHES Tip Tip: Don’t forget about the search helpers at the top of most Gold-Vision lists for simple searching and...

Dashboards & Reports

User Defined Reporting

Whilst there are a number of pre-defined reports available from the Reports section within the View Bar, Gold-Vision’s reporting also allows you to build, generate and manage custom reports from...

How to Set up the App Password for Google / Gmail Accounts

...(Custom Name) > Enter Reference for 3rd party app, eg. Gold-VisionCRM then click GENERATE Close modal Copy the app password for use instead of the mailbox password when setting up...

Amending Drop Options

...and associating the relevant parent drop option. Close modal Configure Special Drop Options A few of Gold-Vision’s drop down fields contain special or restricted values. These can be configured in...

How To Use Reference Numbering

You can configure automatic reference numbers for items within Gold-Vision via Reference Number Settings within the Settings area. Each item type supports an independent ‘expression’, made up of tags, that...

Lead Scoring

...your leads Add to a Lead Nurture Campaign Re-assign to a Sales Person or promote the Lead in to Gold-Vision. Or using Marketing Automation, alert the Lead owner when a...

User Roles

Adding A Member To A Gold-Vision Item For any item you have the option to create a Team and allocate roles for your team members, these can be set up...

Using Standard Paragraphs in Advanced Mode

A Paragraph is a large block of customisable text which can be used within templates when generating documents from Gold-Vision, for example Payment Terms. Add a new Standard Paragraph In...