Using Gold-Vision

The Basics

Linking Items

Sometimes it is useful to show relationships between items in Gold-Vision. For example a Contact maybe employed by one organisation, but they are working as a contractor for another or One Account in Gold-Vision might be a Head office and other Accounts might be Regional Offices. Links can be created from all Gold-Vision records using the Link Icon

You can select the item you want to link and then specify the relationship between the items.

Tip

Tip: If you have linked contacts to an Account/Project/Opportunity/Activity – these linked contacts can be included for emailing from that item by selecting Member from the Email area within Actions.

Info

Links or Relationships are set up in the Settings area in the Drop Down section. You need to be an Admin to complete this task.


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