Sage 50 Integration Overview

...and sales transaction history in Gold-Vision. Avoid duplication of entry between systems – The integration will automatically synchronise customer data such as addresses and sites and even create Sage sales...

Enable Portal Access

Contact Screen Design Access to the Portal is enabled via the Contact record in Gold-Vision. The Administrator user needs to add the Portal Section to the Contact record screen in...

Product News

...Gartner! We’re pleased to kick off 2024 with three new awards from Gartner’s review sites, including GetApp and Software Advice! Introducing The Knowledge Hub Introducing the Knowledge Hub! Gold-Vision’s brand...

Address Lookup

What is Address Lookup Address verification from Loqate is the most reliable way to capture accurate address data and ensure data quality in your systems. Increase business efficiency, reduce the...

Edit Account and Contact Addresses

Account and Contact address details are held within the Site record. To edit an Account or Contact address details users will have to edit the Site record. From the Account...

The Basics

Using Contact records

Close modal Users can easily manage Contacts within Gold-Vision using the action menu against the Contact record Edit a Contact Contact records can be edited by clicking on the Edit...