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Articles tagged "item" returned 132 results.
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Using Bulk Replace
...or delete the items selected. From your list click on Select, tick the items that you want to bulk replace Close modal Click Edit. Close modal Select the field you...
User Configuration
...of items. Basic User – A normal user with access to Gold-Vision, but without access to the Administration Console. Visibility of items is controlled by the User Access Options screen,...
Home Page
...click on the icon required to quickly create new items. Close modal You can also click on the + icon to create new items Close modal You can also...
Managing Quote Products
...your quote you will need to make sure that Products have been set up, click here to find out how. Add Items Icon Close modal Click on the Add Items...
Bulk Document Production
...select either or both: Create Individual Documents – select this option if you would like one file to be created per item and stored against the item’s primary linked folder...
Correspondence
...list view and users can click on each item to view the details Close modal Filtering Correspondence items To quickly find specific notes or emails users can filter the correspondence...
Using LiveChat Integration
...created, click the Refresh button in the chat to display the new information. Close modal Creating Gold-Vision Items There is also the option to create new Gold-Vision items – for...
Updates
...have the name retained without saving the screen prior to adding the next list section. It is now possible to add Tax Code as a column onto the Quote items...
Configuring Sites
...For more information on how to add Pages and Sections to your item Screen Design please visit Changing the Screen Design page. Adding the Site field to Gold-Vision records Site...
Gallery
...for files (for example against a project one gallery could be created for “Site Photos” and another gallery created for “Financial Documents” ). Galleries help keep files organised against items...
