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Search for "data" returned 203 results.
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Portal Management
...determine where data will be pulled from Gold-Vision Choose Account if you want to display data from Accounts, Sites or Profiles or choose Activities if you want to display Gold-Vision...
Unlocking sales insights with Gold-Vision Dashboards & Reporting
...deep insights into sales performance, pipelines, and forecasts. ✅ Data-Driven Decision Making – Learn how to use reports to identify sales trends, spot opportunities, and address challenges proactively. ✅ Data...
Updates
...zero probability opportunities and not the full list of opportunities. It is now possible to use the Closed-Won State for Quotes as filters for Quote widgets. When date data is...
Unlocking sales insights with Gold-Vision Dashboards & Reporting
...into sales performance, pipelines, and forecasts. ✅ Data-Driven Decision Making – Learn how to use reports to identify sales trends, spot opportunities, and address challenges proactively. ✅ Databridge & Power...
Viewing & Editing Lists
...edit data which belongs to that specific list. For example in a Quotes list users aren’t able to in line edit data from the Opportunity even though the fields are...
List Stats
...Depending on the type of data present you will either be displayed numeric statistics or a question regarding which data to display: Close modal Close modal The data can then...
Creating Templates & Template Tags
...Ability to output any data from within the item the template is from. See more. Advanced Mode Advanced mode offers additional functionality over standard mode, including: Ability to output data...
Mail Tracking Settings
...stored outside of the database (minimising database space usage) in a defined file system location. The locations for the files to be store can be specified as local paths (if...
Google Mapping Integration Overview
...make more efficient use of their time on the road – planning routes in advance or on the go, using real-time data. Map view See your data on a map....
How we keep Gold-Vision secure – insights from our Infrastructure Team
Security and reliability are at the core of Gold-Vision CRM. But how do we ensure your data stays protected, your system remains resilient, and your business can operate with confidence?...
