Data

Managing your Exchequer Integration

...Transaction history is imported for all integrated customers and includes Sales Invoices, Credit Notes, Journal Invoices, Journal Credits, Sales Quotes and Sales Orders. The fields imported as standard can be...

Asset Library

...modal Info See Folders or Tags for more information on how to use them with your assets. Import Stock Images Alternatively, you can Import Stock Images. From Pexels: Close modal...

Capture, Manage & Nurture Exhibition Leads

...to also link these to the Touchpoints area and configure scores based on comments or likes on your pages. Close modal Tip Tip: Leads can be imported from excel spreadsheets...

Duplicate Scoring

Lead Management has some advanced deduplication facilities, and checks incoming data for duplication within the imported list, between imports and in Gold-Vision. When duplicates are found, two fields are calculated....

Using Touch Points

Import Touch Points When a touch point is imported, Gold-Vision will see if the data matches any existing Account, Contact or Lead records. Info The touch point screen will be...

Viewing Data Sources

...Folder, Status, Type, Item Type or Created or Updated Date. Your Data Source Folders are also visible: Close modal Use the Plus icon to create a new folder: Close modal...

Creating a Project

...Type This is user defined drop field which can be configured by administrator users in the Screen Design. Here you can define what types of projects you are running as...

Managing Projects

...Creating Appointments Project Stages and Types Administrator users can configure the Project Status and Type drop fields to reflect: the different statuses that your business has for its Projects Close...

Creating Templates & Template Tags

...to all users as GVTemplates to allow Gold-Vision access to the Word Template files. The templates folder has sub-folders divided by type of template and item type. See your Gold-Vision...