• Server-side document production

  Server-side document production is a new feature which switches document production (Templates) from client side using the Active-x control (i.e. run on the user's machine) to server side (i.e. completed on the Gold-Vision server). This carries a number of benefits:

  • Documents can be created in any browser, not just IE.
  • Users do not require Microsoft Word to be installed on their machines to create documents.
  • Documents can be created from any device, including phones and tablets.

  Enabling Server-side document production

  Server-side document production can be enabled (and disabled) via a new option on the User management screen and also by the User in the User Preference record.

  Current Restrictions

  Additional features will be added over successive updates. Please note that as of 6.6, the following restrictions apply,

  • The option to publish a created document to an email body is not available at this point.
  • The option to open a document from the Gold-Vision documents list and then save it directly back to its server location is only available via Internet Explorer on desktop devices.

  More

• A new version of the Outlook plugin will be released with the following features

  • Outlook 2013 Support
  • Support for linking imported email to additional items
    • Accounts / Contacts
    • Activities
    • Projects
    • Opportunities
    • Quotes
    • Profiles

    More

• Gold-Vision 6.6 will support unicode character encoding in most system areas including

  • Data values (fields, lists)
  • Labels
  • Global Names
  • Document Production
  • Dashboarding / Reporting
  • Connect
  • Import
  • Lead Management

Gold-Vision 6.6 will not be installed via LiveUpdate because of the requirements for updating the database to unicode. Instead of LiveUpdate a custom installer has been written.

Minimum Upgrade Version

Users must be using Gold-Vision 6.5.2 in order to run the upgrade installer.

Downloading and Running the Installer

More info

For our Hosted customers, support has been added for WebDAV users to make use of the built-in folder linking.

The WebDAV setup must have a UNC file system access setup that Gold-Vision can access it.

Please contact our Support Team for more information.

A list of minor items is shown below

• Customers can now upload their own logo to the product in the Admin Console under User Interface > General Settings.
• You can disable the note broadcast log under User Interface > General Settings.