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Articles tagged "update" returned 93 results.
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Gold-Vision Technical Requirements
...Close modal Gold-Vision Cloud High availability with automatic updates applied on a regular basis A fully scalable system without the need for new hardware investment Secure systems installed in your...
Creating a Quote
...will be updated with the difference between the Base Price and Base Cost of the products. Click here if you want to know how to setup Products in Gold-Vision. Quote...
Manage your monthly sales meetings
...Meetings Dashboards In the meeting click through to segments of a chart or click on individual items on a list and update records as you go along. Quickly view your...
Managing Opportunities
...Opportunity Actions Add Notes to an Opportunity Notes can be created against an opportunity to record updates and conversations using the Note Icon. Close modal Notes can be added to...
Managing Quote Products
...Close modal Update product details on the same screen by selecting the product line item, make the relevant changes then click Save Close modal Tip Tip: If a product is...
Creating Accounts & Contacts
...record holds information on people within an Account. Each Account has a Primary Contact. You can add this when you create an Account or update it later. Additional Contacts can...
Creating Activities & Reminders
...to the Activity. Note Activities will be linked directly to the item they were created from. Fields that cannot be edited are updated automatically once the Activity is saved....
Address Lookup
...is updated every day from Royal Mail’s Postcode Address File (PAF®). This is an optional Gold-Vision add-on which assists users when adding new Accounts and Contacts and is offered with...
Bulk Document Production
...document generation is complete the job will update to Complete 10. Click on Download or View a copy of the generated document(s) – merged output only If you have chosen...
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...
