Easy Navigation Tips
To view the list of items from your Gold-Vision use the icon to View lists.
Tip: You can create your own menus. Click on the cog at the bottom or from Actions on a list.
Creating New Items
Use the New Item menu or click the + button on an item (next to the Actions menu).
Your Action Centre
Use your Recent list to keep track of where you’ve been and quickly access those items.
Your To-Do list shows your Activities when the start date is reached (and they’ve not been completed).
Alerts are your reminders and you can also see Emails and Appointments.
Tip: You can quickly complete your Activities from your To-Do list.
Navigation using Short CodesAs well as navigating using the view or global search option, users can also access top level lists by using a suffix or individual items using a short-code in the URL. For example, to access the Contacts list – type in con to your Gold-Vision URL: https://mycompany.goldvisioncrm/con If you know the short code for an item, such as an Event or a Project you can add the short code to the URL to go directly to that item: In this example the short code for a Project I want to access is PRJ-6
Recent EventsThe page of an item you last navigated to will be stored in your Recent Events: For example, if you were on the Contacts page of the Project, clicking the item in the Recent Events will take you to the specific page you last accessed https://mycompany.goldvisioncrm/item/PRJ-1?page=contacts
Pages in the Settings area also have their own URL.
You can copy and paste the URL of items to send to colleagues