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Articles tagged "items" returned 85 results.
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Introduction to Sites
Close modal What are Sites? Sites have been introduced as standard functionality in Gold-Vision to offer the ability to use and assign multiple addresses to different Gold-Vision items like: Account...
Sales and Forecast Lists
...need to create charts which include data from previous years. Forecast Lists As above by only Open items. Can be changed to show Open & Closed Won together. Note that...
Managing Quotes
...and relationships between Quote records and other Gold-Vision items can be done by clicking the links icon on the Quote menu. Select the item type that you would like to...
Manage Your Day
In this guide, we’ll walk you through some simple steps to help make managing your day-to-day tasks much easier, such as activities and appointments, and show you how to quickly...
User Access Options
...Edit/Delete Rights The Edit option grants the team the ability to view the item and change it, but not to delete. Delete gives the team full control over the items....
Portal Management
...inventory of items and more. Configure Account Page Activity Page Activity pages are designed to display data from your Gold-Vision Account records and all types of Activities including: Account...
Folders
Folders can be added to Campaigns, Emails and Landing Pages to organise and easily find items. Folders are optional and can be set when creating templates, new emails, landing pages,...
Using the Microsoft Dynamics NAV Integration
...NAV Transaction History List This list will display items such as quotes, sales orders, invoices and credit memos for an account. Close modal 3. Dynamics NAV Transaction History Line List...
Tags
Tags are words or key phrases that you can optionally assign when creating new Campaigns, Emails, Generic Emails and Landing Pages to help you find your items. Creating a new...
Using the Exchequer Integration
...against the Gold-Vision Account Close modal 2. Lists against the Gold-Vision Account Close modal 3. Exchequer Transaction History List This list will display items such as invoices and credit memo’s...
