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How To Setup General Targets
Targets within Gold-Vision are managed in User Targets within Settings area. Setting up a New Target In this screen, you can create a new Target by selecting New within the Actions menu.
June 2022
Product Enhancements
March 2022
Product Enhancements
November 2021
Product Enhancements
Updates
Updates Lists / Menu The Account field called External ID can be added to the Product Sales list You can now create Quick Quotes from a custom menu The Contacts sub list now retains the correct field labels Drop option and numerical fields in a list can show the Stats based on the current list…
September 2021
Product Enhancements Date Picker & Filter Improvements The date picker now has a simple way of selecting ‘Today’ when setting the date. We have also introduced 2 new options when filtering date fields in lists. Users can select Days/Weeks/ Months from Now or before Now. Use these options when creating charts, widgets, reports.
July 2021
Key New Features:
April 2021
Key New Features:
November 2020
Key New Features:
Import Contacts from Office 365 into Gold-Vision
Import Contacts from Office 365 into Gold-Vision The O365 Sychronise Contacts tool will allow you to import Contacts from Outlook. Please check that your Gold-Vision Administrator has enabled your access to “Sync Contacts” against your user. Contacts can be imported from Office 365 either in bulk or for an individual account. Import Contacts from Office 365 for a single…
