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Articles tagged "items" returned 85 results.
Page 8 of 9
Managing Projects
...so that all communications related to each Project or Project Activity can be found in one place Close modal Users can then view each correspondence items replaying to emails –...
Simple Time Management
...functionality, make sure the following items have been screen designed on the required Gold-Vision records: Time Section has been added to the screen design – to find out how to...
Creating A Chart
...drill down to a list view of the items. Info Widgets are dynamic, if a change is made to the list, the charts will automatically refresh. Watch the web clip...
Creating A Gauge Chart
What are Gauge Charts Gauge charts are a special type of Target Chart that measure the performance of Gold-Vision items e.g. Sales against a set goal. These charts are show...
Creating A Table
...the list view. Make available for other users to add. Click on any section of the table to drill down to a list view of the items. Info Widgets are...
Item Reports
Item Reports In-item reports can be run against most items in Gold-Vision. From the actions menu → Run Report Account Account Summary, Activities Gantt Chart Contact Activities Gantt Chart Appointments...
Creating Templates & Template Tags
...output lists in a single template (for example, to have a list of ‘standard’ and ‘optional’ items from one quote). Support image replacement in tables (or in standard field tags)....
Critical Fields
...field(s) back to the screen. Which fields are critical fields in Gold-Vision? All items – Summary (except contact where First Name is a critical field) and Account name Accounts -Primary...
Document Storage
...Info Note that both the users and Gold-Vision will require permissions to read and write to this location. Auto-Create Sub-Folders Check the box to auto-create subfolders for new items facility...
How To Use Reference Numbering
You can configure automatic reference numbers for items within Gold-Vision via Reference Number Settings within the Settings area. Each item type supports an independent ‘expression’, made up of tags, that...
