FAQ

Dashboards X and y axes in dashboard charts Share dashboards	Reporting Run a report to CSV Include Notes in a report Add columns to a report
GDPR set up How do I set my personal data? How do I create a privacy rule? Do I have to provide a Privacy Notice (Right to be informed) to my existing Contacts and Leads? How do I show I’ve sent a Privacy Notice? Can I automatically email a Privacy Notice?	Data Import How to locate the import tool Data import guide Data import web clips Importing data into lead management guide
Campaigns Log-in to Connect Campaign to those who clicked a link Connect access for non Gold-Vision users Campaigns for leads Campaign sources Follow-up Campaigns Link Opportunities to an existing Campaign Campaign not uploading to Connect Third party email marketing provider How do I print labels from Gold-Vision?	Integrated email marketing using Gold-Vision Connect Benefits of an integrated email marketing platform How can I send a mailshot to request Opt-in? Getting ready for GDPPR:: use our new Opt-In email template How can I manage marketing preferences for my contacts? What do the bounce codes mean? I can't upload a Campaign to Connect
Projects Add multiple Contacts Add colleagues	Events Create name badges Monitor booked places Automated booking reference numbers Event alerting
Marketing Automation Automate single Stage Edit automation settings Measure ROI on automated campaign	Sales Set sales targets for the next financial year Sales pipeline in under 3 minutes Nurture campaigns to convert prospects quicker Use Gold-Vision on the road
Team management Manage Sales Teams Manage Support Teams	Exhibitions Use Google Mapping to find Contacts Add new Leads during exhibitions Use Connect to qualify exhibition leads
Onboarding Configure your Gold-Vision to save time Create an onboarding series for new customers Offer support using LiveChat integration	Leads Get started User-definer fields Duplicate scoring Assign lead to all users I can't see leads New Leads via Touchpoints Lead Nurture
Office ActiveX Controls Outlook Add-in

Top Tips

Campaigns	Dashboards	Reporting
Marketing Automation	Events	More Tips

Dashboards

Don't forget to change the name of the chart before you save it, charts are currently un-editable

Use the Zoom function to change the size of your chart

Drag and drop charts into new positions on your page

Add a custom page, for example an Intranet to your Homepage Dashboard

Lists can also be pinned to a Homepage Dashboard

Reporting

The 'My Reports' list shows your Reports and can include Standard Reports as well as Reports created by other users

my_report

Copy a Report created by a colleague and then edit to meet your requirements

copy

If you have a Report which you need to run regularly, make it a Favorite for easy access.

favorite

More Tips

Searching Tips

Search helpers help users to make use of the Gold-Vision filters that appear at the top of most lists. For text-based searches the user is presented with options such as “starts with…” or “ends with..” and for numeric search options such as “greater than…” or “less than…”.

Where do I find the Search Helpers? They appear in the form of a small magnifier to the inside and to the right of most list filter fields.

How do I use the Search Helpers? Click on the magnifier and select from the options how you would like the list to be filtered.

For the “Any of these words” search does it matter how I separate them? You can either use a SPACE or a COMMA to separate the words, either works.

In a list with numeric values, for example Open Opportunities use the Search Helper to find Opportunities over or under a certain value.

Creating and Using Favorites

Gold-Vision Favorites allow quick access to a list or an item within Gold-Vision. You probably have a list of items that you view on a regular basis. You can save this list as a Gold-Vision Favorite which means that the next time you need to view the items it is just a one click action. Not only can you do this with lists you can also save individual item records as Favorites. This way you build up a Favorites area within your Gold-Vision system which helps you to move easily around those areas that are key to you.

Using The Short Cut Menu

When in a list in Gold-Vision, the short cut menu or mini menu is a quick way to add notes, create new activities, viewing recent events and notes. Simply right click the item (Account, Contact, Activity etc)

For example to quickly add a Category:

Or to add view recent events and notes

Unable to upload a Campaign to Connect

When uploading a campaign to Connect a user might see the following message - ‘You are not a Gold-Vision Connect User’.

If the user is normally able to upload a campaign to Connect but now gets this message, but can otherwise access Connect, via Tools  Gold-Vision Connect, then please try the following:

1. Restart the data transfer service then try to upload the Campaign again.
2. If the same message appears, your IT support provider will need to review the network settings.

Gold-Vision will be using one of the following sets of addresses to communicate with out Connect servers. The variant being used will be stored in the registry on the Gold-Vision server.

http;
http://data.gv-c.com:8080/
http://portal.gv-c.com:8081/

https;
https://portal-svc.gv-c.com/
https://data.gv-c.com/

The Connect Data Service cannot communicate with these Hosted Services and consequently cannot establish if the current user has a user account in Connect.

After establishing which variant is set in the registry, make sure that these url’s are whitelisted on your firewall (and Proxy Server if one is used) to ensure these service endpoints can be reached by your Gold-Vision Connect service.