Release-Notes

Gold-Vision Help /
Release-Notes

November 2019

Administration Settings:
[GVCRM-9043] Group labels for alerts display correctly
[GVCRM-9655] Alert configuration screen now shows field names
[GVCRM-9643] Drop option from parent designed onto a child screen does not revert back to null on child screen design save

Campaigns:
[GVCRM-9265] "Campaign Activity Stage" drop down field now available for a contact or account activity
[GVCRM-9355] Campaign Source Recipients can be exported if the source name contains backslashes

Documents & Templates:
[GVCRM-8080] Object links available in email alert template
[GVCRM-9201] Documents can be downloaded if containing ampersand in the name

Lists & Dashboards:
[GVCRM-9238] Column stats in Events available for Attendees 
[GVCRM-9245] Account Manager and Support Manager can be selected to all List Stats
[GVCRM-9250] Widgets can be created with text fields that hold numeric data only
[GVCRM-9266] Reporting - 'No Date' filter can be selected from Widgets and Charts
[GVCRM-9369] Able to inline edit the Contact Field from Activities and Projects lists
[GVCRM-9654] Enhanced user interface: active item is highlighted in a bolder colour from the side list
[GVCRM-9377] Can add "Account Country" or "Account Billing Country" fields to Sales or Forecast lists

Opportunities & Quotes:
[GVCRM-9539] Currency, price list and financial entity are added to the Opportunity and Quote screen as default
[GVCRM-8998] Reassigning an Opportunity from one Account to another moves the sales value potential to the new Account
[GVCRM-9365] Can add Opportunity Value Won / Lost to list design
[GVCRM-9487] Product group available from the Products list

Reporting & Printing:
[GVCRM-8728] Renamed column headings displayed correctly when report is run
[GVCRM-9022] Standard reports now available for all users
[GVCRM-9181] Notes Report now available
[GVCRM-9334] Time and Date on Exported Reports displays correctly 

Activities:
[GVCRM-8786] In an activities list users can see highlight colours on drop downs for activity types

General:
[GVCRM-8988] Mandatory fields honoured by item save validation
[GVCRM-8569] Web links - http / https - available in text field
[GVCRM-8900] Print Notes available including from Correspondence list
[GVCRM-8955] Note window created when users click on a phone link
[GVCRM-9134] Users are notified when the character limit is reached in Notes
[GVCRM-9159] All users can see the Contact Preference Fields
[GVCRM-9311] Select function working correctly whilst in a list
[GVCRM-9551] ‘CC’ field from reply email displays recipients
[GVCRM-9571] Bulk Replace jobs display in the Action Centre
[GVCRM-9609] Notes body searching available from summary column filter




		

October 2019

Sharepoint Integration

The new Sharepoint integration allows for your Gold-Vision documents to be stored and accessed via a Sharepoint "site".
Click here to find out more.

Bulk Document Production

Generate bulk documents from within any list in Gold-Vision and merge to PDF or Word.
Click here to find out more.

Administration Settings:
[GVCRM-8988] Mandatory fields honoured by item save validation 
[GVCRM-9269] 'New Section' screen design on iPhone displaying correctly 
[GVCRM-9325] Azure AD is an option in the New Social Authentication list  
[GVCRM-9319] In Screen Designer users can set visibility rules based on dropdowns for a parent field

Campaigns:
[GVCRM-8744] Recipients can be excluded from Source 
[GVCRM-8902] Recipient count displaying correctly in the Campaign overview
[GVCRM-9002] Users can manually add Recipients to a Source
[GVCRM-9014] Campaigns option is available from the attendee list

Documents & Templates:
[GVCRM-8521] Documents section on iPhone displaying correctly
[GVCRM-9168] Dashboard and Reporting - Lists now refreshing correctly 
[GVCRM-9173] Users of all levels can generate documents
[GVCRM-9301] Upload file size limit default increased to 51mb

Events:
[GVCRM-9150] Parent item available on a Note when broadcast from an Event Booking
[GVCRM-9326] Contact Sub-List in Seminar Bookings now available

Lists & Dashboards:
[GVCRM-8411] Users are able to drill down list filters from list stats 
[GVCRM-9257] Item filter displays correctly from dashboard list view

Opportunities & Quotes:
[GVCRM-9335] Copy Quote - Total tiles displaying correct data
[GVCRM-8634] Inline edit cost is available in quote lines
[GVCRM-9233] Quote - Margin is calculated automatically without need to manually edit/ save 
[GVCRM-9461] Currencies drop option orders the base currency at the top and then alphabetically
[GVCRM-9313] Price Lists default for an account when creating a quote for a project

Reporting & Printing:
[GVCRM-9126] Printing Lists - column widths is respected on the print out
[GVCRM-9332] [null] filter works correctly for user defined reports

General:
[GVCRM-9272] Users can create follow-up activities from activities
[GVCRM-8287] Date and time for notes is visible on mobile mode
[GVCRM-8481] Option to print from Contact record now available 
[GVCRM-9244] Email Tracking - plain text emails are showing
[GVCRM-9288] Action Centre - To Do List & Calendar View display behaving correctly
[GVCRM-9290] Bulk replace functioning correctly
[GVCRM-9413] Details field has the user and time stamp added to it when text is entered
[GVCRM-9395] Creating or viewing a note in Internet Explorer displays a large window for editing the message 




		

Product & Quotes Enhancements

Improved quote product management to enable adding and editing products within a single screen. New tiled overview section is available on the quote screen to display quote value information such as total, discount, tax etc. Product fields are now easily editable where users can expand quote lines and update product information within the same screen and reorder products using drag and drop.
Click here to find out more.

Adobe E-Sign Integration

Now Available in Gold-Vision 8 with process improvements. AdobeSign integration enables users to send and receive documents for online signature directly from Gold-Vision. A new E-Sign section can be added using the screen design tool onto any relevant Gold-Vision item to keep track of sent and received documents. Signed documents are automatically saved on Gold-Vision for further use.
Click here to find out more.

Microsoft Dynamics NAV Integration

Integration now available offering users the ability to synchronise customers, suppliers and transaction history with Gold-Vision and vice versa. Quotes can be pushed to NAV orders/blanket orders/ call-off orders and products can be added in real time from NAV. Accounts’ key financial information is available within Gold-Vision making invoice processing more accurate and efficient.
Click here to find out more.

Phone System Links

Gold-Vision's click-to-dial functionality can now be integrated with third party phone systems that support API or URL-based dialling. Easily enabled from the Integrations Storefront. Please contact us to find out more about integrating your phone system with Gold-Vision.
Click here to find out more.

Single Sign On

New Authentication system, allowing users to login into all Gold-Vision product ranges with one account, adding an extra layer of security with two factor authentication. Support for Active Directory / Azure authentication to use your existing business login for Gold-Vision.
Click here to find out more.

Range of speed improvements are included as part of the 8.9 release including quotes, alerts, campaigns

Administration Settings:
[GVCRM-8333] Field Name Changes in Screen Design in List Design
[GVCRM-9033] Configuring an alert with a dropdown condition 
[GVCRM-9052] New drop option to link relationships 
[GVCRM-9269] Admins can add 'New Sections' directly on iPhone

Lead Management:
[GVCRM-8871] Users can create Leads Charts
[GVCRM-9108] Leads re-assign functionality
[GVCRM-9110] Edit and save of leads
[GVCRM-8173] Duplicates list information now available
[GVCRM-8620] Lead alerts can be deleted

Opportunities & Quotes:
[GVCRM-9114] Products codes displayed in the picker list
[GVCRM-8365] When upgraded from GV7 to GV8 and in-GV8, live updates retain the Base Currency Code and Symbol
[GVCRM-8405] User default base currency reflected in new quotes/quick quotes
[GVCRM-8544] Currency can be manually updated from base for new Opportunities
[GVCRM-9109] Improved Opportunities Flows view 
[GVCRM-9202] Product Groups are available for Quote Lines
[GVCRM-8584] Linking Emails to Opportunities now available
[GVCRM-8637] Contact record can be opened from a Quote
[GVCRM-9089] Quote values now updating in real time
[GVCRM-9327] Users can select a parent opportunity for a quote

Documents:
[GVCRM-8521] User can view the documents section when using an iPhone
[GVCRM-8235] Dormant contact document template creation no longer errors

Campaigns:
[GVCRM-7883] Recipients # is pulled through to campaign
[GVCRM-8536] Marketing recipient, click throughs, and connect preferences available in View menu
[GVCRM-8423] Campaign Stage - Send to New Recipients Only checkbox option displays correct choice
[GVCRM-8744] Users can excluding recipients from a source
[GVCRM-8846] Campaign Stage - Last Sent Date displays the correct date rather than start date
[GVCRM-8843] Lead link now activated from a Campaign source
[GVCRM-8844] Lead campaign defaults to correct recipient type in follow up stage
[GVCRM-8872] Follow up rules now available for Lead Campaigns
[GVCRM-8902] Recipient count displaying in the Campaign overview
[GVCRM-8908] Lead Campaign Sources respect Lead recipients only (not Account or Contact)
[GVCRM-8909] Contacts added to a campaign source now displayed in included column
[GVCRM-8914] Campaign Source Overview section now loads for Lead Sources
[GVCRM-9002] Users can add Recipients to a Source which is included in a Campaign Stage
[GVCRM-9003] Users can create a source from Events
[GVCRM-9014] / [GVCRM-9112] Users can create a campaign source from the attendee list
[GVCRM-9047] From the Recipients list within a Campaign stage, additional column now possible
[GVCRM-9214] Users can create a follow up stage against a campaign created through the quick campaign option
[GVCRM-9258] Lead sources do not display excluded Accounts/Contacts

Reporting & Printing:
Improved printing available
[GVCRM-8481] Users can print Contact information
[GVCRM-8542] Exporting to excel – formatting improvements
[GVCRM-8885] Export to CSV report – date format & currency symbol displaying correctly
[GVCRM-9126] When printing a list the column widths are respected
[GVCRM-9168] Users can refresh lists on a Dashboard and for reporting

General:
[GVCRM-8118] Email - Reply / Reply All / Forward - CC Recipients from previous emails  display in email body
[GVCRM-8287] Notes date and time appear when using a mobile device
[GVCRM-8329] Calendar (top level list) shows appointments in user's timezone
[GVCRM-8560] Default Activities are created as Low priority
[GVCRM-8628] / [GVCRM-9130] Bulk Replace issues now resolved including Categories
[GVCRM-8865] Address copy down button to Billing address now working
[GVCRM-9023] Mandatory fields that are hidden on page load but later become visible prompt for validation
[GVCRM-9244] Plain text emails show against correspondence
[GVCRM-9324] Users can view Appointments by Month when highlighted by Owner
[GVCRM-9251] The Integration third party settings character limit increased from 255 to 500 characters

General improvements for pinning of items & lists across menus and dashboards:
[GVCRM-8598] User can pin new items to custom menus
[GVCRM-8641] Primary contact available in account activities view
[GVCRM-8873] Users can open templates which have been pinned to a menu
[GVCRM-9151] Account field available against a Contact Activity
[GVCRM-9154] Correspondence section: new filter options now added
[GVCRM-9212] Users can create a new widget from a homepage Dashboard




		