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Linking Items
...another or One Account in Gold-Vision might be a Head office and other Accounts might be Regional Offices. Links can be created from all Gold-Vision records using the Link Icon...
Mail Tracking
...Gold-Vision where no contact exists Email domains are entered on the Account Details screen: Close modal Info More than one email domain can be added for an Account by separating...
Managing Appointments
...Actions Close modal Re-Assign an Appointment to another Account – when in Edit mode change the Account. Delete an Appointment this will delete the Appointment from Gold-Vision and from your...
Campaign stage types
...account manager for each recipient. These activities can be viewed against each Account/Contact record, in the main activities list, and against the stage: Close modal Info Each recipient will need...
Calendar Synchronisation
...Calendar Synchronisation supports the following third party calendar providers: Microsoft Exchange (2007 or later) Google calendar Office 365 To enable calendar synchronisation you may need to setup a service account:...
Touch Point Rules
...a linked OnMonitoring or Lead Forensics account If you plan to track your email marketing you need a Gold-Vision Connect account If you wish to use Touch Point categories these...
Data Import Tips
Match Keys The field is used to uniquely identify the object. For example, if Account Name and Postcode checked the import will search for the same Account name and postcode...
Configure Xero integration
...you can define the action by which an Gold-Vision Account or Quote is pushed into Xero. Click Edit Alert choose the Alert Condition then set the Alert Action for both...
Managing your Sage 50 integration
...that has been created in the admin console. For example, if an account is pushed through to sage with a specific account manager, this can create an alert in SAGE....
Microsoft Outlook Integration Overview
...internal emails to projects with no manual work required. Gold-Vision automatically imports or exports contacts, and even matches them with the correct account. Close modal 3 Key Benefits of our...
