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Articles tagged "report" returned 87 results.
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User Access Options
...Tip Tip: Access to Gold-Vision item types, for example; Opportunities, Projects, Reports, etc., can be restricted by Primary Team in User Access Options within the Settings area. Close modal No...
What Is GDPR? Including Best Practice
...and online commercial services aimed at children. There are enhanced requirements for data breaches under the GDPR. You will need to have procedures in place to detect, report and investigate...
Importing your data
...name for your import and click to preview the data before import Close modal Info On completion of the import an Import Report will be emailed to you with a...
Mail Tracking & Calendar Troubleshooting
...Actions Menu select Mail Tracking Settings Click the Test button A message will appear shortly reporting “Unable to Connect to Mailbox“ Open Settings and select Logs Click on the GoldVision8_YYYY-MM-DD...
Using the Generic Phone Integration
...click on a number a record is made. To view and report on a list of calls made please follow the steps below to add the Calls list to your...
Using your Sage 200 integration
...Utilise Gold-Vision dashboards for the purpose of generating sales reports sourced from Sage 200 data. Review purchase history for a customer when they make an enquiry. The transaction history import...
Managing your Exchequer Integration
...found highlighted in orange below. Once the data is in Gold-Vision is can be used to produce reports, charts and dashboards Transaction Header Close modal Close modal Close modal Close...
Using your Sage 50 Integration
...for the purpose of generating sales reports sourced from Sage 50 data. Review purchase history for a customer when they make an enquiry. Create a new campaign based on transaction...
Eventbrite Integration Overview
...campaigns, and your event with ROI analysis and financial reporting. Collaboration – Gold-Vision allows your event planning to be collaborative, with visibility across the board and information at your fingertips...
Exchequer Integration Overview
Close modal From real-time management reporting to accounting on the move, our Exchequer integration offers a range of benefits that will enable you to simplify your processes and strengthen...
