Product News

Introducing the Knowledge Hub! Gold-Vision’s brand new learning and development platform! Accessible via our Help-Site, the Knowledge Hub will be home to a variety of courses which will help new and existing users navigate Gold-Vision modules and functionality.

Introducing Dashboard Management which enables users to edit, duplicate and share dashboards with your teams an users, together with updates including an option to copy quotes multiple times, an inline edit on Quote list contacts, the what’s next settings now includes a ‘Forever option, plus our Webinar schedule and more.

Introducing Gold-Vision enhancements and updates including enhancements to the Action Centre – Recent Events, email tracking privacy setting, additions to the Quote List Designer, Webinar schedule and more.

Introducing Modern Authentication (OAuth 2.0) for Office 365 and Gmail.

Introducing general updates to Gold-Vision including adding notes on the Activities Due Soon on the Homepage, updates to the Action Centre To Do List together with the Global Search improvements , Tips, Webinar schedule and more.

Introducing enhancements to the Gold-Vision  Microsoft Dynamics Nav Integration together with the Action Centre updates, Dashboard and Widget improvements, tips, Webinar schedule and more.

Introducing our new Loqate Email Validation Integration together with the latest updates, tips, and Webinar schedule.

Introducing new product enhancements including adding External Item Links together with a new Multi-Select Link option and resizing widgets & dashboards to any size.

Introducing new product enhancements including a Portal, Event Bookings and Time

Introducing new product enhancements including a new date picker, additional date filter options, improved user interface and more.

New features include Home Page, Secure Notes & Fields plus enhancements and updates to Event Information, Gauge Charts, Lead Management & more

New integration now available for DocuSign allowing you to send documents through Gold-Vision to the relevant people to get them signed electronically

New features include Time, Sites and Webform integration plus enhancements and updates to Short codes, Campaigns and Events.

View recommended requirements for Gold-Vision installation.

How to improve deliverability using Connect

Gold-Vision CRM is not run within an Apache environment

Gold-Vision 8 introduces support for Modern Authentication (OAuth 2.0).

Gold-Vision 7 is considered a retired version due to technologies which are unsupported.