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Articles tagged "notes" returned 41 results.
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The Home Page
...Click on any Appointment to open it. Notice Board Any notes that your users have chosen to share with all users via the Notice Board are shown at the bottom...
What’s New in Gold-Vision 8
...dial your contacts, update notes with voice memos, create new appointments, upload photos to galleries – the possibilities are endless when you have your CRM in the palm of your...
Managing your Sage 50 integration
...Note Please note that the management of credit notes (plus associated potential stock returns etc.) are beyond the scope of the Gold-Vision integration. The adjustments would therefore be made in...
Managing your Exchequer Integration
...Transaction history is imported for all integrated customers and includes Sales Invoices, Credit Notes, Journal Invoices, Journal Credits, Sales Quotes and Sales Orders. The fields imported as standard can be...
Managing your Sage 200 Integration
...Please note that the management of credit notes (plus associated potential stock returns etc.) are beyond the scope of the Gold-Vision integration. The adjustments would therefore be made in Sage....
Using your Sage 200 integration
...customers and includes Sales Orders, Invoices and Credit Notes, A list of integrated fields is as follows: Account Code Order Number Customer Name Transaction Date Transaction Type Delivery Name Delivery...
Item Reports
...For example in an Account Record you can run an Account Summary report which shows Address and Contact details, Opportunities, Activities, Recent Events and Notes. A useful report for a...
Introduction to Projects
...different predefined Stages, Documents, Appointments, Correspondence (Emails and Notes), Photo Gallery, Links and Time. Close modal To facilitate the management of a Project, automated workflows can also be designed for...
Using Appointments to manage diaries
Keep on top of your Sales by managing your diary through Gold-Vision Configure Appointments to record the following information: Appointment type, Outcomes, Follow up, Meeting notes, Reports. Set Appointment types...
Managing your Leads
...Activities) merge with a duplicate merge with an existing Account Any notes added to the Lead will be promoted as one single note against the Account record. Info Once promoted...
