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Articles tagged "map" returned 41 results.
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Create An Event
...like to display. You can also use “Add Assets” to post images and downloadable assets such as Brochures or a map against your Event. Once your Fields and Assets have...
Data Bridge
...look for specific, predefined data in mappings and then add to or update your Gold-Vision system. Close modal One-off or automated Imports Data Bridge jobs can run one-off jobs, or...
Using your Sage 200 integration
...the quote is closed-won to trigger the integration to send the quote to SAGE. Close modal There are also mappings from Gold-Vision to SAGE to demonstrate where the information will...
Gold Vision Import Report
A data import may fail due to incorrect mappings or invalid data. If an import fails, a Gold-Vision Import Report can be emailed to the user. The report contains a...
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 Leads
...Import Download the Gold-Vision Import tool, and switch to the Lead Imports tab. Close modal Start a new import and select your file (see preparing your Data) Map the fields...
Updating an Import
...that you can save time by avoiding the need to Map fields and re-design the Lead Management Screen, and you will just have one lead list. Having an Identical Lead...
Licence Settings
...such as Mapping, you have the option to Register users Gold-Vision. Info If your license is invalid you may have more users enabled than the licence permits. In this case...
Configure your Lead Screens
...mapped to Gold-Vision fields so when the Lead is promoted the data will appear in Gold-Vision. Fields can be Promoted to Accounts, Contacts, Account Activities, Projects and Opportunities Close modal...
Creating Templates & Template Tags
...mapped drive or a web folder. The shared folder is used by the Gold-Vision client when generating document templates from an item. The shared folder must adopt the same sub...
