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Articles tagged "quick-quote" returned 110 results.
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Using Account records
...How to Create Activities How to Create Appointments How to Create Opportunities and Quotes How to Create Profiles How to Create Projects How to Create Notes How to Create Sites...
Viewing & Reporting-Time / Units
...Sales go to the global list of Tie / Unit entries: Close modal Ensure that one of the column headers is set to Quote Detail and filter so that you...
Financial Entities
...Financial Entity, the External ID is a unique 3rd party code for integrations. Tip Tip: Financial Entities can be set against Products, Currencies and Price Lists, Accounts, Opportunities and Quotes....
Products
...calculate margin on your product sales against a quote. Standard fields are available which you can add to your quote – Margin and Margin Percentage. Product Settings Review the Product...
Sage 50 Integration Overview
...Sage supplier information to linked Gold-Vision account Import Sage product list to Gold-Vision Create new Sage sales order or invoice from Gold-Vision quotes Create new Sage sales order or invoice...
Event Overview
Event, Session and Booking Management Gold-Vision offers streamlined bookings and workflow management with Events. Events can be used for Conferences, training, webinars and much more. Setup simple Events, multi-session events...
Event Marketing
Event, Session and Booking Management Gold-Vision offers streamlined bookings and workflow management with Events. Events can be used for Conferences, training, webinars and much more. Setup simple Events, multi-session events...
The Home Page
...the right hand side. Close modal The icons allow you to go straight to the following options: Edit Due Date Add Note Log Time/Units Complete Pop Out Tip Quickly access...
The New Gold-Vision Home Page
...they will still be available under your main Home Page banner. Close modal Activities View your Overdue and current activities due and quickly amend them Close modal Appointments View your...
Role Management
...to quickly assign multi-level access to a Contact rather than having to assign each individual role to those users. You are able to assign as many roles and groups as...
