Using Gold-Vision

The Basics

Easy Navigation Tips

Viewing Lists

To view the list of items from your Gold-Vision use the icon to View lists.

Tip

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

Tip: You can quickly complete your Activities from your To-Do list.

As 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
Typing https://mycompany.goldvisioncrm/item/PRJ-6 will take me directly to that Project Click here to find out more information about short codes 

Recent Events

The 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.

For example:

Tip

You can copy and paste the URL of items to send to colleagues


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