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Articles tagged "items" returned 85 results.
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Action Centre
Using the Action Centre Recent list Use your Recent list to keep track of where you’ve been and quickly access those items. Use the Action Centre to keep track of...
Bulk Document Production
...select either or both: Create Individual Documents – select this option if you would like one file to be created per item and stored against the item’s primary linked folder...
Mail Tracking
...Link: link the email to an item in Gold-Vision. Manually add an Email to Gold-Vision Using Outlook Plug in users can manually add emails to Gold-Vision Items. Details...
Managing Duplicate Data
...tab – set the De-Duping checks on new and/or existing items. Close modal Duplicate Report You can run a Report to identify duplicate Accounts and Contacts. Close modal Merging Accounts...
Merging Accounts Or Contacts
...Target) and include sub items such as Opportunities and Activities. By checking the ‘Delete source after merging’ checkbox, you will be left with one record – removing a duplicate without...
Using Sites
...Close modal Add Links to a Site Setting links and relationships between Site records and other Gold-Vision items can be done by clicking the links icon on the Site menu....
Viewing and Uploading Documents
...section and click on the folder you want to upload the file to: Close modal Info Please note that Documents section needs to be screen designed on the items screen...
Setting up Products with Time/Unit
...ahead and start using this functionality, make sure the following items have been screen designed on the required Gold-Vision records: You need to set your Time Settings to define how...
Configuring Time
...following items – Account, Account Activity, Contact Activity, Opportunity, Opportunity Activity, Project or Project Activity . From Settings go to Screen Designer and select the record where you would like...
Using your Sage 200 integration
...select the product and the quantity then click add to build up your Quote Lines. Close modal You can have different alert criteria to trigger items being pushed into Sage....
