Search Results
Articles tagged "Administrator" returned 90 results.
Page 4 of 9
Sales Reports
...and PDF file formats. You can also create charts based on the Sales and Forecasts lists and Sales Target Charts based on predefined targets set by your Gold-Vision Administrator Create...
Viewing & Editing Lists
...modal Info Your Administrator can change the default view columns for all users or specific teams. Using the Split Screen Users can use the Split Screen functionality to view the...
Creating & Using Notes
...note. You can access all notes on the noticeboard from the view menu. Close modal Edit Notes Editing options are set by your Gold-Vision Administrator utilizing one of the following...
Configuring Sites
...can customise this by adding additional fields, sections and pages. Note Only Administrators and Configuration Managers can screen design or list design this, in the Settings area. Close modal Tip...
Correspondence
...system Administrators have to configure the screen design to add the Correspondence section to the screen. For more information on how to configure this visit Changing the Screen Design page...
Managing Activities
...note that deleting an item performs just a soft delete. Administrators can un-delete account records from the Settings area . Re-Assign an Activity The Activity can be re-assigned to a...
Managing Appointments
...Calendar) and appointments made directly in your calendar appear in Gold-Vision. Either a two way or one way synchronisation can be set up by your Gold-Vision Administrator. When appointments are...
Managing Duplicate Data
...an Account or Contact, Gold-Vision can run a duplicate check. Close modal Info Your administrator can configure this in the Screen Designer for Accounts and Contacts, by selecting the fields...
Using Bulk Replace
...needs to be on the screen. See your Gold-Vision Administrator if the field is not on the screen and they will be able to add it for you. You can...
Viewing and Uploading Documents
...added by an Administrator user via Screen Design Upload Documents Users can upload documents against Gold-Vision records which can be viewed and downloaded by other users. Go to the documents...
