July 2022
Product Enhancements
Microsoft Dynamics Nav Integration Updates
The Microsoft Dynamics Nav Integration has been enhanced:
- Import Microsoft Dynamics Nav Sales Quotes and Sales Orders into Gold-Vision.
- These will appear in the transaction history list alongside Invoices and credit memos and filterable as document types for reporting.
- The Sales Quote Lines and Sales Order Lines will also be available from the Transaction History Lines list.
- View both the Transaction History list and Transaction History Lines data against relevant accounts, use the transaction history data to produce Account widgets and reporting.
- The Frequency of imports is manageable from the Integration Settings menu.
Updates
Action Centre
- New items created now show the record in the Recent menu within the Action Centre.
- Lead call backs for claimed leads now appear in the ‘To Do’ List.
- Reminders set from Notes are visible from Alerts.
- ‘Ok All’ clears all Alerts.
- You can now see all of your Gold-Vision Alerts in a single list by clicking on ‘View All’.
Activities List
- Filtered searches are retained when closing an activity that has been accessed from the activity list.
Accounts
- Searching ‘0’ on a numeric field will now display results where the value is ‘0’ or ‘0.00’
Sales List
- Issues with viewing the Sales List from the View menu is resolved.
Product Sales List
- Products added to event bookings, marked as ‘Closed Won’ now appear in the Product Sales list, view menu.
- When clicking on a cell in a Product Sales table widget, you will be presented with a filtered list of data.
Campaigns
- Event bookings that are linked to Campaign Stages appear on the Bookings tab of the Campaign Stage.
Events
- The Booking ‘Owner’ has been included in the Booking for Events & Event Attendee List.
- Booking State is now available as an optional column heading in the Event Attendee list.
- Bookings for Event main list and sub list within the Events screen now shows more than 50 bookings.
Alerts
- On Save Alerts can be set to auto email the contact for an event attendee by a trigger from the event booking.
- Quote On Save Alerts can now email the account or support manager of the account.
- When you modify an alert in the ‘Configure Alerts’ screen, you can view the modified time in the list view.
Dashboards & Widgets
- Total value in the opportunity list accessed from a chart widget now shows the total of the filtered list.
- It is now possible to delete links from the links sub list accessed from a count widget.
- Sum values in table widgets now showing as integers and not decimals.
Touch Points
- Setting the view for a Touch Point sub list on an account record is now retained when saving the screen designer.
Templates
- When selecting a template, two links are now no longer added to the parent item.
- Setting Product ‘Quantity’ as an integer, this will now appear as an integer in your quote templates.
Data Bridge
- You can include a tax code into the products object when using the Data Bridge import.
- Resolved an issue with Attendee imports for Events and Bookings
