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Articles tagged "item-report" returned 188 results.
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Correspondence
...list view and users can click on each item to view the details Close modal Filtering Correspondence items To quickly find specific notes or emails users can filter the correspondence...
Using LiveChat Integration
...created, click the Refresh button in the chat to display the new information. Close modal Creating Gold-Vision Items There is also the option to create new Gold-Vision items – for...
Sales and Forecast Lists
There are dedicated Sales lists available, depending on User Access Options, on the View menu. The purpose of the lists is to allow for listing and reporting on the sales...
Creating a Project
Creating A New Project There are different ways to create Projects in Gold-Vision: Option 1 – from the New Item Menu Click on the Plus icon and select Project: Close...
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...
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 your Sage 50 Integration
...also need to select the financial entity at the time of creating the Quote. You can have different alert criteria to trigger items being pushed into Sage. In the example...
Homepage
...Start course Close modal Gold-Vision Marketing Look out for our Gold-Vision Marketing course coming soon! Close modal Reporting & Dashboards Look out for our Reporting & Dashboards course coming soon!...
Using Appointments to manage diaries
Keep on top of your Sales by managing your diary through Gold-Vision Configure Appointments to record the following information: Appointment type, Outcomes, Follow up, Meeting notes, Reports. Set Appointment types...
Knowledge Hub Courses
...Marketing Look out for our Gold-Vision Marketing course coming soon! Close modal Reporting & Dashboards Look out for our Reporting & Dashboards course coming soon! See the latest release notes...
