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Articles tagged "report" returned 87 results.
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Creating a Project
...be recorded in the Stage History of the Project for analysis and reporting purposes. Activities / Appointments Users can setup a number of Activities and Appointments against the Projects and...
Linking Purchased Time
...to Close – Won Link the Quote to the specific Project Close modal 3. Log your time against the Project 4. View and Report on your purchased and spent Time...
Linking Purchased Units
...Units on the Quote to the specific Opportunity Close modal 3. Log your Spent Units against the Opportunity 4. View and Report on your purchased and spent Units Close modal...
Managing Projects
Users can plan and manager their Projects in Gold-Vision with simple resource allocation, correspondence tracking and powerful reporting. Create Activities/Tasks for a Projects Project Activities can be useful to manage...
Creating A Chart
Charts, tables and counts, known as Widgets, can be created from lists or Home Pages. Creating A Chart From A List To create a chart from a list, select Report...
Creating A Count
Charts, tables and counts, known as Widgets, can be created from lists or Home Pages. Creating A Count From A List To create a Count from a list, select Report...
Creating A Table
Creating A Table From A List To create a Table from a list, select Report from the View menu. Close modal You will then have the following options: Close modal...
Category Management
...searching and can also be used for reporting and for inclusion in Campaigns. Adding A Category New Categories can be set up in the Category Management area. Close modal Once...
Custom Date Periods
...available to users when the calendar icon is selected on a date field either in a List View or when creating a Report Close modal Tip Tip: Don’t forget to...
How To Setup Sales Target
...sales are performing. Targets can be setup for Sales, Leads, Appointments or Activities in Gold-Vision, these can then be used in the reporting area in lists such as Sales, Forecast,...
