Using Gold-Vision

The Basics

Categorise Your Data

Data can be tagged in Gold-Vision using Categories. 


Categories can be set up in Screen Design. You need to be an Admin to complete this task.

To update Categories against your item click to edit your record and select the Categories you would like to set. Current Categories that are set will appear against “Assigned Categories” you can simply click on the Categories “Available” to add them.

From a Gold-Vision list the categories set are also visible and editable.

Use the Search Helper to click to select multiple Categories to filter on from a list.


Tip: Category filtering can be particularly useful when building campaign lists when you are trying to segment your data for marketing purposes.

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