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Articles tagged "user" returned 230 results.
Page 9 of 23
Single Sign On
What is Single Sign On? Gold-Vision 8 makes use of a more secure Single-Sign-On (SSO) system. Gold-Vision SSO includes Two-Factor Authentication providing the following benefits… Helps the user experience. Provides...
How Can I Restrict Access?
There maybe areas of Gold-Vision which don’t need to be viewed by all Gold-Vision users. Screens can be customised per team or based on the item type or status, for...
Using your Sage 50 Integration
...Accounts. Transaction History Import The transaction history import is a standard solution we can enable for integrations if required. Importing transaction history into Gold-Vision allows users to: Utilise Gold-Vision dashboards...
Calendar Settings for Office 365
Navigate to Settings→ Users→ Select a User from the list. Close modal 2. Select Actions→ Calendar Settings. Close modal 3. Select Office 365 as the type. 4. Input the users...
Teams & security for Sales
...to view these. Public – all users have access Team – only the users in the same team as the owner of the Opportunity have access Private – only the...
Managing Quote Products
...Products Users can manage products using the menu on the Quote Lines section Close modal Select button Enables users to to multi select products for editing or deletion Re-order products...
Managing Activities
The Activity main menu enables users to perform different actions to the Activity record Close modal Edit Activities Close modal Close modal The information to update data such as...
Creating A Gauge Chart
...users at a glance whether values are falling within an acceptable value or the outside acceptable value. Users can create Gauge Charts from for all areas in Gold-Vision excluding the...
Creating A Target Chart
...‘Pipeline vs Forecast’. Close modal You can also create user targets based on the local margin value and margin percentage of quotes from the sales and forecasts lists. You can...
Amending Drop Options
...example; Regions and Territories. In the Screen Designer for an area add a User Defined Drop Field and configure the field, e.g. Regions. Add another User Defined Drop Field, e.g....
