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Search for "Data Management" returned 259 results.
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Mobile Device Access
...screen, presenting a streamlined version of the platform. You’ll have access to the same data, features, and options as on the desktop version—nothing is lost. To use Gold-Vision on your...
Using Bulk Replace
...Tip: Lists within Accounts, Contacts, Events, Opportunities, Quotes and Activities can be bulk-replaced. Multi Select – Bulk Update You can multi-select lines to bulk replace field data for those selected...
Email marketing introduction
Connect is Gold-Vision’s integrated email marketing module, offering all the benefits of a professional high-volume email marketing application without the headaches of managing an extra database. Close modal Info To...
Configuring the Adobe Sign Integration
...almost any item by using predefined Word Templates (.dot) files. The template file may contain Gold-Vision “tags”, which are substituted with the corresponding item data – for example name and...
Gold-Vision Technical Requirements
...chosen location with datacentres in the UK and Canada Class-leading backup, restore & disaster recovery processes Committed to security and quality backed by ISO 27001 accreditation Gold-Vision On-Premise For an-on-premise...
Create Dashboards or Menus for your team
Create Homepage Dashboards or Menus for your team and make them public. This will help to make sure everyone is working from the same sales data. Dashboards can be created...
Creating a Quote
...menu. Financial Entity Financial Entities are a solution primarily to handle Company data sets of a number of financial packages Gold-Vision integrates with (e.g. Sage, Exchequer) Financial Entities can be...
Managing your Leads
...to Promote it to your main Gold-Vision database where it becomes an Account and Contact. Close modal You will have option to create new records (e.g. Account, Contact, Opportunities and...
Creating A Document
...Gold-Vision “tags”, which are substituted with the corresponding item data . Create a Document from Template By clicking on the Template Icon, the Generate Document Screen will appear. Here you...
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...