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HTML templates

How to use the HTML template editor For those who would rather use the HTML editor to create templates, simply click New and then HTML Editor. This will then open a WYSIWYG tool with access to view and edit the Source code:

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…

Gold-Vision 8 Upgrade Planning

Gold-Vision functionality Legacy Campaigns Please speak to your Account Manager if you are still using Legacy Campaigns Contact Outlook synch Planned for Q4 TPS Import  Please speak to your Account Manager if you use the TPS Import Local document storage This is no longer supported in Gold-Vision 8. Please contact support if you have users…

Adobe Sign Integration Overview

Adobe Sign Integration for Gold-Vision CRM You’ve already made a great first impression – why stop there? Streamline your sales and project management processes with a simple online sign-off process for all your important customer interactions and deliver a quality customer experience. Adobe sign integration allows you to send PDF documents directly from Gold-Vision and…

Standard Reporting

Reporting Gold-Vision harnesses the power or the Microsoft SQL Server® database by integrating the free SQL Reporting Services solution. Either choose from the wealth of pre-installed reports, or generate your own reports simply from any list view in Gold-Vision. Output the results into any of the popular formats (Excel, Word, PDF, XML, HTML, CSV etc.)…

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.

Connect email templates

To access Connect templates, click on the grid icon in Gold-Vision and then click Connect:

Automated Connect campaign

Create an Automated Connect Campaign Setting up a new Automated Connect Campaign always involves these steps: 1. Create one or more Automated Templates in Connect 2. Start the Mail Shot in Connect 3. Set up the automated Campaign in Gold-Vision 4. Run the Stage in Gold-Vision Create Automated Mail Shot Creating an automated mail shot…