Gold-Vision now provides built in support for logging time against a variety of items. Use the time option against products to sell time against purchases made using quotes.
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We have added a variety of improvements including adding a Site Picker to Quick Quotes, Opportunities, Projects, Profiles, Activities, Campaigns, Seminars and Seminar Sessions.
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Lead management can enable the capture of leads into Gold-Vision. You may already have a web form on your website which captures your lead data. Now you can use our web form integration to capture this data automatically into Gold-Vision.
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Short codes have been built into Gold-Vision to achieve the following purposes:
Improvements to the Campaign's user interface are included in this release to improve usability of Campaign Recipient data. The Campaign Stage type “Standard” as well as the Email Body tab have been removed as these were redundant, it has been replaced with “Other” for future Campaign improvements.
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Updates in this release:
Campaign Source:
Campaign Stage:
Marketing Automation:
Previously known as “Seminars” in Gold-Vision, the item has now been renamed Events by default. The release includes some key changes to the underlying framework of Events to enable integration via API endpoints. This initial phase will manage some of the structural underlying changes without core changes to the screen design or Events view.
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Key scenarios that these changes are intended to support:
Gold-Vision administrators will be able to select how anonymous attendees are assigned to an account. The options will include: a single holding account for all events; a holding account per event
Updates in this release:
Improvements to Appointments and Calendar view are included in this release to improve usability of appointments data on desktop and mobile devices and improved O365 synchronisation with Gold-Vision. The user journey has been improved with added schedule functionality with a more intuitive Calendar View user interface.
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Updates in this release:
Appointments added functionality:
Mobile device improvements:
Calendar and List View improvements:
Note Alerts:
Administration Settings:
Other: