Categorise Your Data

Data can be tagged in Gold-Vision using Categories. Info Categories can be set up in Screen Design. You need to be an Admin to complete this task. To update Categories...

Managing Duplicate Data

There are several ways to keep your data clean in Gold-Vision. Click to watch our web clip to see how to manage duplicate data: Duplicate Checking When adding or amending...

Data

Meta Data

Sending a request for a Gold-Vision objects meta data allows you to see the fields available for use as well as the data type for that field. Special fields such...

Automated Email

...more about the differences between Static and Live Data Sources. If your chosen Data Source was Live then you can select the Set automation actions button. When contact is added...

The Basics

Data Import

...to download the Data Import Tool together with uploading Account/ Contacts. We will also show how to prepare your data in Excel, mapping fields, match keys and importing leads.  ...

Data privacy opt in

...Connect Gold-Vision integrated with Gold-Vision Connect provides you with a trusted database of opted-in contacts who can easily be identified for ongoing communications. You can add a link to a...

Using your Sage 200 integration

...into Gold-Vision from SAGE in the following formats Sage Customer data is pulled into Gold-Vision Account fields Close modal You can also view Sage transaction data, such as invoices and...

Import types

You will need to select the Import Type depending on the data you are importing Close modal Import Types & Match Keys This table below explains the different types and...