Using Sites

...Select the item type that you would like to link to the Site, select the Relationship then click Add: Close modal Using Site Template Tags for Document Production Site address...

Welcome new customers

...Marketing Automation solutions position themselves as a ‘lead only’ tool. The main reason for this is they run inside their own product database, separate to CRM. Once a lead has...

Creating Templates & Template Tags

...that references a standard list or extension/custom list from an item – e.g. in a Quote, a list of products; from an Account, a list of Contacts. Supports multiple table...

Design

GDPR Definitions

...other business software products, will be one element of your GDPR strategy. After completing a GDPR compliance review and formulating a plan it is likely you will need to map...

Monitor And Manage Privacy Data

...the contact or lead in Gold-Vision. It does give you the opportunity to review the data, check the lead or contact are still interested in your products or services or...

Price Lists

Multiple Price Lists can be used with the Quotation and Product areas. You can view and manage Price Lists in the Settings area. Adding A Price List New Price Lists...

Using the Generic Phone Integration

...from: From most Lists On item Screens From the To Do Close modal Call Record History Gold-Vision records a list of numbers dialled from within the product. Each time you...

Configuring Loqate Address Lookup

Overview The Loqate integration is quick and easy to setup and enables users to search for and validate addresses directly from within the product when creating or editing items. In...

Generic Phone Integration Overview

...automatically keeps records of calls made within the product. This allows users to keep track of phone calls made to specific customers, when they were dialled and how long the...