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Articles tagged "Upgrading to Gold-Vision 8" returned 356 results.
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How Do I Export Data?
You may wish to export data from Gold-Vision, for example to produce a monthly sales report to review with your sales team, this can be done by creating a report,...
Alert Trace
...the All option, Gold-Vision will record information on an item/objects save action, which alerts could fire and whether or not they did so. The Status column will return either Conditions...
Automatic Email to confirm a call has been logged
...Enter the Subject line and body of the email You can add information from Gold-Vision eg the renewal date by adding the item data field from the drop down. Close...
Document alerting
...will need to be a System Administrator to view this within your Gold-Vision. Tip Tip: If the alert is not firing check to make sure it is has been activated....
Geo Settings
...area. Once Geocoding has been set up, this screen will show the status of Geocoded items. Close modal Info Please contact support@gold-vision.com for assistance with the set up of Geocoding....
Import types
...or reference, plus project summary or unique reference. Tip You can also create excel templates of import definitions which will help with mapping your import data to fields in Gold-Vision....
Importing your data
...if your sample import is perfect, you can import your full file. Click the File Field (Source) Cell to map the fields in your CSV file to the Gold-Vision Field...
Note Alerts
...can be sent from Gold-Vision if there have been any changes to the activity respectively. Example 2 You could be an account manager and want to stay up to...
Recent Event Settings
Recent Event Settings can be accessed in the Settings area. As an Administrator you can control the types of ‘recent events’ that Gold-Vision logs. Close modal Info To view recent...
Updating an Import
...your Leads. When the data is cleansed, each row can be flagged as below depending on what needs to happen the the Lead. This will enable the import tool to...
