Using Gold-Vision

The Basics


The Correspondence section in Gold-Vision displays the all emails and notes items for quick visibility of all correspondence for specific Gold-Vision records.

To view the Correspondence section on Gold-Vision records system Administrators have to configure the screen design to add the Correspondence section to the screen. For more information on how to configure this visit Changing the Screen Design page

View Correspondence items

Access the Gold-Vision record and click on the page where the Correspondence section has been added to:
All emails and notes are displayed in a list view and users can click on each item to view the details

Filtering Correspondence items

To quickly find specific notes or emails users can filter the correspondence list using the headers of the section. Type in the Subject field any specific words or filter by date, from/ owner or recipient:

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