October 2024
Product Enhancements
Gold-Vision Marketing
Data Sources
- You can now combine Contact Activity, Project Activity and Opportunity Activities into a single data source
- Sort by Total Recipients now ordering items correctly
- Create live data sources from lead list user defined fields
- Create a data source where activities are filtered by date completed
- Categories can now be used to create data sources
Landing Page Forms
- Make use of the new Comments box available to Landing Page Forms which will arrive in your CRM as Lead Notes
Gold-Vision CRM
Actions Centre
- Recent actions now showing the correct Icon for item
- The action centre alerts red dot clears with no alerts
Screen Design
- Lead promotion helper now well formed on a smaller screen
- Load the screen designer for all screen item types
Lists
- Filter by currency in the Opportunity List
- Select button on lists containing users no longer allows the deletion of users
- User defined lead list field updating with correct field name in Lead List ‘leads’ sub-list
- Due Date now available in Contacts > Activities sub list
Quotes & Products
- Can now create new or choose an existing Financial Entity when editing a product on a quote
- Manually input cost now pulling through from product picker
- Code field now populating in Quote Item
- Product Group picker loads on Product record
Dashboards/eSign & Emails
- Dashboard edit rights working as expected
- Dashboard scrolling on mobile now displays full length of dashboard
- Move cursor one widget to another keeps resize control
- Adobe eSign integration downloads signed documents
- Gmail emails from Gold-Vision duplicate emails in senders sent items folder
- Can now click links from emails to items linked in email templates even if the user hasn’t already logged into Gold-Vision
- Can now pop out duplicate contacts report without error
