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Articles tagged "pre-defined" returned 171 results.
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Using your Sage 50 Integration
Send a Gold-Vision account to SAGE Pushing a Gold-Vision Account to Sage is based on the alert conditions which have been defined in the Configuration, click here to find out...
Email Merge Fields
...use an expiry date of a subscription or licence key from their profile. These can be taken from previously defined Merge fields against your Brand or set up on the...
Configuring the Adobe Sign Integration
...from almost any item by using predefined Word Templates (.dot) files. The template file may contain Gold-Vision “tags”, which are substituted with the corresponding item data – for example name...
Creating An Opportunity
...Value. Opportunity Base Currency is determined by the User’s Base Currency predefined in the Settings area but it can be changed manually when the Opportunity is created. Click here to...
Managing Quote Products
...modal When selecting Product option the same Pick Product list will be displayed where predefined products from your standard product list can be selected and added to the quote. Tip...
Sales Reports
...and PDF file formats. You can also create charts based on the Sales and Forecasts lists and Sales Target Charts based on predefined targets set by your Gold-Vision Administrator Create...
Creating A Document
Gold-Vision can generate Word documents from almost any item by using predefined Word Templates (.dot) files. Templates are also used when running letter-based mail campaigns. The template file may contain...
Mail Tracking
...open a new Outlook email with the email address predefined Close modal 2. From the Actions Menu against the Gold-Vision record select Email Option Close modal Primary Email Actions Close...
Standard Reporting
Reporting Gold-Vision harnesses the power or the Microsoft SQL Server® database by integrating the free SQL Reporting Services solution. Either choose from the wealth of pre-installed reports, or generate your...
Creating Templates & Template Tags
Introduction Gold-Vision can generate Word documents from almost any item by using predefined Word Template (.dot) files. The template file may contain Gold-Vision “tags” which are substituted with the corresponding...
