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Articles tagged "The Basics" returned 386 results.
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Viewing & Reporting-Time / Units
...Unit Entries by User can be viewed in the Time/ Unit Section on the specific Gold-Vision record: Close modal 2. Time/ Unit Entries List on the Gold-Vision Record If the...
Using the Eventbrite Integration
...Gold-Vision will show the Attendee Name and the Account of the Contact who made the Booking – the buyer. By clicking on Open Booking, you view the Attendees linked to...
Configure QuickBooks Online integration
...Alert choose the Alert Condition then set the Alert Action for the Modules and click Save. Click here to find out more about how to set up Alerts. The example...
Duplicate Scoring
...have the same e-mail address. If the address in Gold-Vision contains the text “ (duplicate email)”, this is removed before the comparison. Also, the emails are only compared if they...
Managing Appointments
Schedule Appointments Close modal Each row represents an attendee and the view extends horizontally with the hours of the day. When attendees are added to the appointment the schedule view...
Gold-Vision 8 Upgrade Planning
...the menu, select the visibility and add the items and menus. Close modal Tip Users can create their own menus and pin filtered lists to them. Upgrading to 8 Gold-Vision...
Configuring Time
...Section Close modal The new section will then appear at the bottom of the screen. Change the Section Header to Time Entries and save your Screen Design Close modal Configuring...
Creating a Quote
...– the value of the sale is converted to the system’s Base Currency to allow for reporting. Value – the exact value of the sale in the Base Currency. Please...
How to send an email with Connect
...a preview of the mail shot by entering their email into the Send Preview to text box. Alternatively you can select the Open preview in a new window option to...
Knowledge Hub Courses
...the basics of Gold-Vision CRM and its interface. By the end of the course you will be familiar with Gold-Vision’s homepage setup, how to navigate your way around the system,...
