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Articles tagged "quick-quote" returned 110 results.
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Mail Tracking & Calendar Troubleshooting
...users that are experiencing problems with mail tracking. A good first port of call for looking into mail tracking issues. Mail Tracking Diagnostics Tool The quickest and easiest overview to...
Set up your annual reporting
...sales charts: Setting up Sales Charts Info To capture product sales detail you will need to be using Quotes and Products in Gold-Vision. Use our Creating Quotes help. Tip...
Creating Templates & Template Tags
...from any item that is linked to it (e.g. from a Quote, you can output field data from an Opportunity, Contact or Account) Ability to output a table of data...
Product News
...functionality. April 2023 Introducing Dashboard Management which enables users to edit, duplicate and share dashboards with your teams an users, together with updates including an option to copy quotes multiple...
Creating An Opportunity
...the Actual Closed Date will be automatically filled in with the current date. See how to create Sales Reporting here. If an Opportunity is Closed – Won any open quotes...
Currencies
...select Foreign Currencies from the Admin area. Close modal Local Currency Value Currencies can also be used to display Quote or Opportunity values in the users local currency. To set...
Configure Xero integration
...you can define the action by which an Gold-Vision Account or Quote is pushed into Xero. Click Edit Alert choose the Alert Condition then set the Alert Action for both...
Managing your Exchequer Integration
...Account (Pushback) Close modal Close modal Gold-Vision Quote / Booking to Exchequer Sales Order Close modal Close modal Close modal Gold-Vision Quote / Booking to Exchequer Sales Order Line Close...
Integrations Pricing
...from £80 N/A Xero £50 See Xero pricing QuickBooks Online £50 See QuickBooks Online pricing Sage 50 £50 See Sage 50 pricing Sage 200 £150 See Sage 200 pricing Microsoft...
Getting Started
...click on the tile that says contacts and the list will open. Close modal Correspondence Within a record you will also have a number of options for quick communication. For...
