Using Gold-Vision

The Basics

Using Account records

The Account main menu enables users to perform different actions to the Account record: 

Edit an Account

Account records can be edited by clicking on the Edit Icon
Once the account has been edited click Save or Undo
To edit an Account primary address or Billing address you will have to edit the Site address. For more information on how to do this, please visit Using Account and Contact Addresses.

Add Notes to an Account

Notes can be added to the account record by clicking Note icon. Click here to find out more about Creating & Using Notes.

Tip

Tip: Notes can be broadcast via email or alerts to other users.

Add Links to an Account

Setting links and relationships between Account records and other Gold-Vision items can be done by clicking the links icon on the Account menu. Select the item type that you would like to link to the Account, select the Relationship then click Add

Info

Links relationship options can be predefined by Administrator Users in the Settings area

Creating document templates from an Account

Document templates can be created against Account records from the Word icon. To find out more about how to create templates please visit our Creating A Document From A Template page. 

Creating new items for an Account

Child items can be created for each account record by clicking the Plus icon next to action Menu
Please see related articles as below on how to create new items for Accounts :

Further Account Actions

Further actions can be performed at account level from the Action Menu

Add Member to an Account

Different Members can be added to an account records alongside their roles. Please see below how to add members:

Info

Member roles can be predefined by Administrator Users in the Settings area

Delete an Account

Account records can be delete by selecting Delete from the Action Menu.

Info

Please note that deleting an item performs just a soft delete. Administrators can un-delete account records from the Settings area .

Make an Account Dormant

Accounts can be made dormant by clicking the Dormant option in the Action Menu. This action will hide the record from the Accounts list. All dormant Accounts can viewed from the Accounts list go to All then select Dormant

Info

Setting an Account to Dormant will automatically set the Contacts to Dormant

Print

To print an account record select print from the Action Menu

Update Contact Addresses

When the Account Address has been updated the Contacts addresses can be updated in bulk from the Action Menu:

Account Recent events

Users can view recent events against an account if they navigate to the Recent Events page

Account Categories

In addition to user defined fields unlimited numbers of Categories may be added to items. Categories are centrally managed in the Administration Console to ensure that the data is consistent, although they can also synchronise with Outlook items as well if the same terminology is used. Typical applications may be where an organisation has many service lines that may be applied to, say, an Opportunity.

Info

Categories can be recorded against: Contacts, Activities, Appointment, Opportunities, Quotes, Profiles, Projects, Events, Campaigns and Emails.

To find out more about using categories visit the Categorise Your Data page.   

Related articles

Was this article helpful?

Thank you for your feedback