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Gold-Vision 2008 Administration Console Guide

1. GoldVision 2009 07 31 b 2009 08 03 00 01 14 330216810 Started Gold Schedule 2 5 3499 28630 main processing with ID 330216810 Logging level The various types of log are detailed below Where YYYY MM DD and similar are displayed these represent date and time stamps For lists of time stamped logs usually the last log in each sub list is the latest due to the date stamp format Log files are cleaned up by the mail tracking on a regular basis synchronisation process GoldVisionLog YYYY MM DD These logs are generated by the Gold Vision application and administration console GoldScheduleLog YYY MM DD txt Logs files for the Gold Schedule service that runs mail tracking mail synchronisation and other scheduled items ImportWinService YYY MM DD txt Logs files for the Data Import Service Logging may be enhanced to identify problems Typically these settings will be changed in discussion with Gold Vision support to allow more detailed logging Gold Vision Administration Console Home Uses Interface Settings Users Products Aletting Data Documents LiveUpdate Help Logging Settings Log Error Messages Enabled Log Warning Messages Enabled Disabled This setting wil revert after 24 hours Log Info Messages Enabled Disabled This setting will revert after 24 hours Keep Logs For Days 7 Gold Vision 6 4 Administration Console Guide page 36 of 64 Z GO
2. Global Label Update allows the main Gold Vision items to be renamed This allows the product to be customised to suit your business terminology Each change that has been made using the other options in the User Interface menu is stored This stored dictionary of configuration can be re applied at any point This is typically performed after system upgrades or moves to update the default system layout Running the Global Label Update will update the last known label configurations that were recorded and overwrite any existing labels whether they are the same or not This will also update the layout of screens The Global Label Update screen displays the items that can be renamed and can be accessed from the User Interface menu followed by Global Label Update Make any required changes to the global item names in the Singular Label and Plural Label boxes To begin the global renaming process click the Run Update button Gold Vision Administration Console Home User Interface Settings Users Products Integrations Alerting Data Documents LiveUpdate Help Global Label Update Every change that has been made using the options under the UI Configuration menu is logged This stored dictionary of configuration settings can be re applied at any point This is typically performed after system upgrades or moves to update the default system layout Under normal circumstances the update need only be run when recommended by Gold Vision Support
3. For Activities to all use the same seed 0P Number of Opportunities in a given Account Useful for sales or invoice numbers QUO Number of Quotes in a given Opportunity Useful for sales or invoice numbers SEM Copies the Event ref number Useful for booking or attendee references only 1 BOOK Copies the Event Booking ref number Useful for attendee references only ATT Number of Attendees in the current Booking Only available for certain item types Reference Number Examples e ABC AC 3 would produce ABC 1001 EXA for auto 1000 and Account name Example Company e AC 5 OP QUO would produce Examp 1 2 for the second quote in the first opportunity for Example Company e US would produce JS 005443 for auto 5442 6 digits and User name John Smith e XYZ YT AMD would produce XYZ 081203 for 3rd December 2008 e D MON YY DOY would produce 03FEB2008 034 000321 for 4th February 2008 auto 320 6 digits For each item type define a Reference Expression using the different tags set the number to begin at in the Auto column the next item created will take the next number in sequence after the entered value The Digits field selects the number of digits to enter into the item this applies to number fields only leading zeroes will be entered where relevant i e if the starting number is 100 and 5 digits are set the fir
4. VISIOLF Administration Console Guide Gold Vision 6 4 esteiro business solutions limited West Haddon Grange Yelvertoft Road West Haddon Northamptonshire NN6 7NY tel 44 0 1788 511110 fax 44 0 1788 510861 Support gold vision com www gold vision com Z GOLD m vision Contents Cotes es ixaskuksaEsEuusaFEaMREEPAEESR RE REEEREF ERR UNI unis NREEa RE REP U URKEMM MM E EUM aaa 2 1 The Gold Vision Administration Console ecc eee nennen neun nnn 3 2 User ManagementL ionsis was cuunsuAuuREPXFRREExERWAZEERRVE FF EWREREEEREEFRERRENEFIERKRE REN FER ER FRRM REFER NE 5 Seis VIEW LISSE S sc scacntansnncancosrancbonabacsbsnsnobansvanobsnnnancosbansbonabansbousnobansvanonsnnnanousbansbooabacsnonabont 5 users VIEW DLeSBITIS sasxsakxtaxvibibsbinikiriirikirikiriRirARiARiRRERARGU AGUA URNA RUNE UNUM RURUNEA 8 Seis Team Members Ss aa aa VERD RERO REFERRE VEDI E REO VERD E E EENES 9 Users gt User Access OptiOnS Nn 10 3 User Interface Configuration UE iossasannmann as Fia R Rid R aa RR RR RR RR RR QR RR RH uu 11 User Interface gt Global Label Update sesssssssseesessse nnnm nnne nnns 12 User Interface gt Screen Design Labels and Layouts esssssssseeeeeee nennen nnns 13 User Interface gt List Design Columns and Headinggs eceesseeeeeeeeseeee een nnne 18 User Interface gt Drop Downs ssssssssssen nnn hh heh nha aaa nena hann naa aaa aan nnn
5. When email is sent to a certain recipient When email matches Account Reference When email matches Project Reference When email matches Profile Reference When email matches Opportunity Reference When email matches Quote Reference When email matches Activity Reference When email matches Event Reference When email matches Event Attendee Reference When email matches Event Booking Reference When this item is integrated When this item is not integrated Selecting the relevant item will then add that criteria to the Alert Conditions list and return you to the Alert configuration screen You can then select which field you want to evaluate from the fields of the relevant type and then which criteria you want to check for For dropdown fields as shown below you can select the dropdown option you want to check for Alert Conditions what causes this alert to fire These conditions wil be evalusteg when jess of type Account are cresied or upgatea Alert Mot Set x Mot Set SUPPORT CALL S OPEM SUPPORT PRIORITY TECHNICAL ISSUES m Dropdown Add Condition SUPPORT HOLD CHECK WITH PROJECT MANAGER CHECK WITH ACCOUNT MANAGER CREDIT HOLD Once you selected the option for the first condition you can continue to add further options with the Add Condition button You can remove any conditions Gold Vision 6 4 Administration Console Guide page 49 of 64 P GOLD D VI
6. Update Licence If you have a Gold Vision licence key file please use the form below to apply it to your system Licence File Browse Update e Generate Licence Request To update the licence you are required to send a Licence Request To send a Licence Request to Gold Vision Support please use the option below gt Send Licence Request to Gold Vision Support If there are problems sending the request please send the file manually icence Request File Right click Save As w in a text box for From the Licencing screen browse to the saved file on your local machine and then hit Update to apply the Licence Exceeding the licence limits If the number of users types of user or expiry date is exceeded then access to Gold Vision will be restricted However the Administration Console will still be accessible to make changes to the users or update the licence key Gold Vision 6 4 Administration Console Guide page 34 of 64 j GOLD D VISION Live Update To open the Live Update screen either select Live Update then Check for Updates from the menu or alternatively click the Check for product updates option at the very bottom of the console screen The Live Update screen allows Gold Vision to check and install the latest updates to the product It is recommended that Gold Vision administrators check for updates periodically to ensure that the product is kept up to date Gold Vision Live Update Welcome to the Gold Visi
7. coc is VISION Special Drop Downs There are 3 drop down fields that have hard coded functionality built into the system and are edited in a different manner These are probability Account discount and Lead Management status outcomes fields Special Drop Downs A few of Gold Vision s drop down fields contain special or restricted values These can be configured below Opportunity Probability D E 0 100 Integers only One per line 40 20 n Account Discount 0 100 Numbers only One per line 5 ET Ga ce n Lead Status Outcomes Mo Answer E One per line Invalid Number Do Not Contact Wrong Contact Call Back Mat Interested Call 1 Call 2 n User Interface Page Defaults Administrators can choose on a system wide basis which pages screens open as a default for each item area Click Save to save the changes Gold Vision Administration Console Page Defaults Using this screen you can configure which page is displayed by default when a user opens a Gold Vision item Account Default Page Contact Default Page Opportunity Default Page Details Quote Default Page Details Profile Default Page B Project Default Page Event Default Page User Interface Validation Administrators can choose options for validation checking with New Insert will check when new item created validation and or Update validation will check every time the record is edited and saved Gold Visio
8. icon in the item columns To add or remove the category to individual item areas click on the relevant checkboxes User Interface General Settings There are several user interface settings most are self explanatory Items requiring further explanation are below Note editing three options available No Note Editing Notes cannot be edited Recent notes only by creator Editing allowed by the Note creator up to 24 hours after creation Editing allowed by Creator Notes can always be edited by the creator List Bulk Edit bulk edit allows user to update items en masse select whether this option is available for normal users or system admins and which lists users can bulk edit Gold Vision 6 4 Administration Console Guide page 23 of 64 4 B cor SO VISionm 4 Settings Gold Vision settings can be managed n mnn directly from the Administration Server Settings z Security stration Console Console under the Settings menu sraton conses Gold Schedule Phone Systeme of Gold Vision as well as 1 his quide at amy time by Actreex Controls Reporting A Reporting Settings Mai Tracking Custom Reports SMTP Settings Recent Event Logging Diberships Licencirg i ioggg e Server Settings General global Gold Vision settings e Security Manage the Gold Vision security settings e Gold Schedule Settings Manage Gold Schedule events e g back up Gold Vision e Phone Systems Manage Phone controls e
9. Account Manager other Users in their Team and any additional Users or Teams that have been added as Members Gold Vision may be defaulted to any of these when creating new Accounts Consider the following example One Account is owned by one product team or business division It is a Team Account and visible only to those selected Users Typically this would be where all contact is with the one Team or division Overall Business Managers may be across the groups if they are either Administrators or if they have been given Secondary Membership of those Teams Alternatively an Account may be dealt with by all or several Product Teams or business divisions This is notoriously difficult to manage where there are several databases In this case the Account may be set as Public or additional Teams or Users may be added as Members A New Gold Vision Microsoft Internet Explorer Account v Save Close Account Name Main Phone New Contact Main Fax Primary Contact Phope Web Site Account Manager Not Assigned Alert Not Set Not Assigned Quick Summary Esteiro Relationship Not Set Business Class Not Set Town City Matthew County State Industry Not Set Post Zip Code Account Hierarchy Link Not Set Country Reseller Link Not Set Billing Address J Account Source IN t Set Created By Industry System s Town City County State Zip Postal Code Country It is importan
10. Document for detailed information on setting up SQL Reporting Services Home User Interface Settings Users Products Alething Date Documents LiveUpdate Help Reporting Settings Use the controls below to select how Gold Vision should render reports If you have Microsoft Sql Reporting Services installed then you can select this as an option to render the reports If SQL Reporting Services is selected a Report Folder and Shared Connection need to be configured for Gold Vision s use under the SQL Server Report Manager The Shared Connection field must start with a forward slash Reporting Mode SQL Server Reporting Services 2008 X Report Server URL Root http tomado Reportserver Report Server ASMX Name ReportService2005 asmx Report Folder GVReports Shared Connection IGVData Automatic Date Filters 9 Yes No Test Report Server Select Report hd Reportina Mode Select either Native SQL reporting services i 2000 2005 or SQL Reporting Services 2008 Report Server URL Root If using SRS this should be the base url of the reporting server aa on Repat SENE Server ASMX Name This should be set to UU epon Pia a Folder Report Folder on Report Server Report Server Name of the Gold Vision re a folder Reporting Shared Connection Shared Connection Reports shared connection Reports shared connection path Automatic Date filters This inserts start and end date filters for all reports Gold Vision 6 4 Administration Cons
11. Gold Vision 6 4 Administration Console Guide page 16 of 64 Z GOLD D VISION Parent Option s if the drop down field has been assigned a Parent dropdown then for each dropdown indicate which Parent option would make this option valid In the example above if we were setting the dropdown Option 5 in Dropdown 2 then this field would be set as Product B Drop Paragraph s see also documents section Gold Vision allows you to construct template documents using paragraphs that link to dropdown options For example you may have an introductory letter template document that you change depending on say the industry of the recipient You may construct the relevant paragraphs that are relevant for the different industries and then Gold Vision will insert the relevant paragraph into the document based on the industry dropdown if they have been linked Click the Add button to confirm additional drop option Note the dropdown selection will not be removed from existing records with this option selected Configuring Numeric Fields For Numeric fields users can convert to an integer by simply clicking on the Field Details User Defined 1 Numeric option Details Advanced EE Convert to Integer Screen Label nn clicking on the option to revert back to Field a decimal Type m E Dori Derim Mandatory New Existing The Update button must be pressed whenever t
12. Primary Membership 3 Secondary Membership Team Leader Editing Managing a Team To edit or manage a team click on the team name This appears at the top of each box Editing a User To edit a user or move their primary membership to another team click on their name Adding a Secondary Membership To add a user to a team using secondary membership click the add option that appears next to the team name Removing a Secondary Membership To remove or delete a secondary membership click the delete cross X next to the user in the team Important Note The important impact of adding a user to a team via Primary or Secondary membership is that they will be able to see that team s accounts and sub items under their team lists For more information on security and teams please see Appendix A Team Leaders This relates to Lead Management Team Leaders can re assign leads allocated to the Team There can be more than one Team Leader per team Click View Team Membership as a List and check the box to make someone a Team Leader Gold Vision Administration Console Home User Interface Settings Users Products Integrations Alerting Data Documents LiveUpdate Help Team Members ww A hd ES ww E ww abe ww PS ww Team Name xs N User Name j Email Address NT Account Primary Team J Team Leader E Remove al a al afan All Administrators Andrew Fiendley esteiro ajfiendley 4 Administrators Gol
13. Rate Edit Prices Canadian Dollars CAD CAD 1 78 Edit Prices Euro EUR 1 14 Edit Prices Reseller List A Res 0 66 Edit Prices South African Rand ZAR ZAR 12 79 Edit Prices US DON USD 1 00 Edit Prices Records 1 to 5 of 5 Click on a Base Exchange rate currency to edit Editing a Fore urrency To edit a foreign currency and or change the base price exchange rate click on its name from the list This will open the currency edit screen in a new window Each foreign currency must have a textual name a symbol and also a base exchange rate The base exchange rate is typically the number of units of the foreign currency which is equivalent to one unit of local base currency To save the changes click Save Adding a new Foreign Currency To add a new foreign currency either click the New icon at the top of the screen or select New then Currency from the menu Deleting a Foreign Currency To delete an existing foreign currency open it by clicking on its name and then click the Delete button and confirm Important Note It is important to keep foreign currency exchange rates up to date to ensure that prices are accurate Gold Vision 6 4 Administration Console Guide page 40 of 64 4 i co SO VISION Foreign Currency Prices If you want to view the Prices of all of your Products in a particular currency click the Edit Prices button on the right hand side of the Foreign Currencies list This will allow you to
14. Running this will update the last known screen label and list configurations that were recorded and overwrite any existing settings whether they are the same or not Gold Vision Object Singular Label Plural Label ACCOUNTS Account Accounts ACTIVITIES Activity Activities APPOINTMENTS Appointment Appointments CAMPAIGNS Campaign Campaigns CATEGORIES Category Categories CONTACTS Contact Contacts LEADS Lead Leads MEMBERS Member Members OPPORTUNITIES Opportunity Opportunities PRODUCTS Product Products PROFILES Profile Profiles PROJECTS Project Projects QUOTES Quote Quotes SEMINARS Event Events Important note Global renaming is a significant procedure which will reset and rename a large proportion of screen names and labels throughout the entire product For this reason it is recommended that global renaming is performed during the early stages of implementation and not on an ad hoc basis Gold Vision 6 4 Administration Console Guide page 12 of 64 MEN GOLD si VISION User Interface gt Screen Design Labels and Layouts The Screen Design allows users to configure the layout of Gold Vision screens Selecting the Screen Design option from the User Interface menu will open a list of the configurable items The list will display any items that are currently being configured Gold Vision Administration Console Home User Interface Settings Users Products Integrations Alerting Data Documents LiveUpdate Help Screen D
15. Save Close If you choose to enter the name of the phone system manually you must enter the correct TAPI provider name this is as displayed under Providers under Windows Control Panel gt Phone and Modem options gt Advanced The manual option can be used to configure the phone system if the Gold Vision control is not present or if you are configuring phone systems for use by other users Once a phone system is configured it is then available for users to select from their User Preferences You can view all the available systems from this page Gold Vision 6 4 Administration Console Guide page 28 of 64 A GOLD 77 VISION Settings ActiveX Controls This screen provides the details of ActiveX controls in use Gold Vision Administration Console Home User Interface Settings Users Products Aleiting Data Documents LiveUpdate Heb ActiveX Controls Gold Vision makes use of ActiveX controls to perform certain client side operations such as interfacing with Word or Outlook Gold Vision Control Class ID 52E87C77 C4CF 428C 93D2 83401823F188 Filename GoldVisionControl CAB Control ID GoldVisionCtri Version 5 8 0 7 Gold Vision Mail Control Class ID BD3D7BEF 7B55 4B17 8FCE 00CD33770ADD Filename GoldVisionMailCtrl CAB Control ID GoldVisionMailCtrl Version 5 1 0 9 Settings gt Reporting SQL Reporting Services Report Settings Enter the server report settings in this screen Please see the Technical
16. aaa aa aae nnns 33 Settings gt Recent Events ESSE uusessquseQuva Dex quas qve Qus Quvs QUI pe quine va Dua QUIs dva deve dr dune 33 SCEHNGS e Sel VICCS REEL T ETT ETT TETTE LO TTE TITLED 33 Settings i e sjs PT TUETEEE UUMMM 34 Settings gt Logging gt View LOGS sssssseennnen mnn nnne dene EEE nnn naa aane aar naa naa aaa aan nnn 36 5 Product ManagemenL cos auxuFvusuzs an M usi npa EE KEEuEMFRFA d axE EE MEME EERSE REFERRE Va MERE EMEN ERE 37 Products gt General Settings ssssssssssseeeesssssee nennen nahen naa hann aaa anna nana nnn nn 37 PROGUICES POGUI osos E d UNUM MEM MM MM MM M M M EIE 38 Products gt Product GroupS ssccciakasaatustkasiacribxitrarDlesua dapi edad RdcRi pM RR DIR RR EDUM LIRE PLU ELM ME I M ERE 39 Products gt Foreign Currencles iei bord tied rbd rud rbd bbs dub bp rbd arb dud rb de bo db bubo 40 Products gt uuu anii c Prem 42 Products gt Products FIxed PricES waxssseuabdubEU DENIED DEUEENADINNDNEU DEN i ESRD NNUS 44 musteibie cM dog RM S UU UE 45 ME lr UO e M M 46 Creating and ConnigurinG Ales a bbodiadd bebo tobiRO EDO bedidRu dd edi ob 2 don Cobb on tE 46 Pe Or A 0mm 47 FISKE olere o E NP TET 49 f sadi ries qe MR pH HEU 50 PSE PIPIPIO cceceehceI ero VV En DEP Redd vpn vendre denen dore 50 Aer SEHE ss esso tb MER UO M Obs MEER OEMERS ETETE S M UREETGUES RM MEE MEETS EDDIE RUP US UE CERES M M ERE NME 50 ATUS E NIIT INN TENOR TRIN NU ITUR NUR Ir
17. v v ay An rew rie ndley Administrators v v v Andy Calvert Support Calum Mackay Support aii Charlie Shaw Northern Sales ctshaw esteiro co uk v v v v e Eddie White Support ehwhite esteiro co uk E a9 Gold Admin Administrators i v v v 8 Jiggy Keith Southern Sales v v a9 John George Administrators v v v rA Mark Vernon Support mjvernon esteiro co uk A gt 89 Nikki Bugla Southern Sales nkbuglaGesteiro co uk v 4 v v Russell Jackson Support rjackson esteiro co uk A 8 Sam Berey Northern Sales v v Simon Lang Northern Sales rA va K 14 i gt bt rl Records 1 to 14 of 17 Editing an existing User To edit an existing User click on their name from the list The User edit screen will open in a new window Make any changes necessary and then click Save A detailed description of the user screen fields is explained below User Alison Turney 8 This is a Gold Vision User This is a basic Gold Vision user that has access to the system enabled First Name Alison Middle Name 9 Last Name Turney Email Job Title Phone Department Mobile NT Account esteiro amturney Simple View Menu F Show on User List Primary Team Southern Sales Y Access Preferences 7 Show on AC Managers V User Level Basic User Y Access Mobile F Show on Support List 7 External ID Access Leads V Mobile Password Mail Tracking Detai
18. view and edit particular converted prices in that currency When using Products and Quotes with foreign currencies Gold Vision will automatically exchange the base price for the foreign currency equivalent Whilst convenient this does not always result in an appropriate number Editing the prices for a currency allows to user to specify an exact rounded price for a given product and currency The use of product currency fixed prices is completely optional and can be used on a per product or currency basis Take the example below Example A product Product 1 of price 250 in base currency may convert to 472 49 in US Dollars Whilst accurate this does leave the US Dollar price at a seemingly random amount The solution to this is to edit the Foreign Currency Price for Product 1 in US Dollars for a more rounded value say The screen below shows the Foreign Currency Prices screen in this case for US There are some automatic prices and some fixed prices as indicated Fixed price for this product Calculated exchange price for this product E http tornado page CurrencyPrices amp ItemID ad Foreign Currency Prices US Dollars USD To set a fixed price simply enter it in the box provided To use the auto price set the fixed price to filter and also if you click save Ranges will be saved automatically w Code Product Name Base Curr Price Exchange Rate Discount Fixe
19. ActiveX Controls Review ActiveX controls and versions in use e Reporting Reporting Settings and interface for adding custom reports e Mail Tracking Manage the schedules and settings for mail tracking e SMTP Settings Configure links to an SMTP server which Gold Vision uses to send emails e Recent Event Logging Choose which items you want Gold Vision to log as Recent Events e Services Stop and Start the relevant Gold Vision Server Services without having to work on the server e Licencing Apply and manage Gold Vision user Licences e Logs All Gold Vision system logs Gold Vision 6 4 Administration Console Guide page 24 of 64 GOLD D vision Settings Server Settings Select Settings then Server Settings from the The Global Settings option allows you to set different options for the general running of Gold Vision Gold Vision Administration Console Home User Interface Settings Users Products Aletting Data Documents LiveUpdate Help Server Settings Application Path Root Database Server Name Database Name HTTP Protocol M Web Server Name METEOR Virtual Directory Gold Vision Temp Share Name METEOR GVTemp Proxy Address blank for none Server Settings lo 0000 0000000000000 Settings Security Security in Gold Vision is optional and can be activated or deactivated using this screen The restrictions on access to Gold Vision Accounts and associated items are different for each se
20. EUN NUR TN NUR T OR RR UR Rr nn i RN 51 Emil TembldleSsccssaexem quss dEoUD I MaP EIU PINE EPI EM PMID MEI LIU PIENE ELIMUEEUI NM EM D RN REIR M IR RUD IDEA 51 Fa Data mp n X 52 Dara Merdeuss PREMIERE ERR REMEMBER 52 Data 5 Umdelel BzrasveeeenbvesvEn E E E E E Wan MERE 52 Data gt Apply Script sssssseeseeeeseeen nennen nnn hh nnn hh haa aa aea anna naa aaa aea anna n nnn 52 M DI OCUIIOIN CS P E 54 Documents gt Template Settings ssssssseeeeeeeeeeeeeeehhnmmnnnnnhhaa ase harm aaa ases ann 54 Docipusntsc Terbplate Tad cddsesa bdo ES EN DIAPEEM DIAM OMM D DUM ONU ESDE M DNI MPEG OMM ND DENN DM DUIN E 54 Documents gt Document Storage xici2 ssnsnsnananananananananananananannnananannansnannnansnansnansnansnannnannnannnanne 55 elie leh re VS ease cesses eer eee eee 55 So Help assssasurasssusavRsKPREEFERERERAYERRRRRRPERESESEYPREPRRKRRRSRNSRYRRKRRREPKRERRFIDXERMRERERERUREEIERIERERERUEE 56 Appendix A Team Memberships and Security eorr nennen nnn 57 Appendix B ISO Currency Codes reeeeeeeee eere 60 Appendix C Example Alert Configurations 61 Appendix D Example Mail Tracking by Clients type 62 Redemption CDO nnn eee 62 Exchange We Sel ViICSS sevvcessstucctvevisusevecursctovesssn
21. John Matthew Phil Administrators Executive Managers Records 1 to 12 of 14 Gold Vision 6 4 Administration Console Guide page 59 of 64 P GOLD D VISION Appendix B ISO Currency Codes Gold Vision Foreign Currencies makes use of the standard ISO currency codes These are displayed below for a key set of currencies ISO Code Currency A complete list can be found at http www iso org iso support faqs faqs widely used standards widely used st andards other currency codes currency codes list 1 htm Gold Vision 6 4 Administration Console Guide page 60 of 64 Z GOLD D VISION Appendix C Example Alert Configurations User Scenarios The alerting mechanism is clearly a flexible and powerful one and we anticipate it being used in a great many ways Here are some examples Notify recipient if a new project activity is created It may standard company practice to create Project activities and assign them to relevant colleagues An alert to the owner of an activity when its created will ensure that the colleague is aware of the new item Alert account managers of possible account problems For example an alert might be generated for the account manager of any account who s type is set to ex customer Monitor stuck or Dormant processes For example If an opportunity stays at the same stage for 6 months an activity might be generated for the account manager to review If an activity
22. LD D VISION 5 Product Management Gold Vision contains a product database for use with Quotes The Administration Console can be used to maintain the products vial MN held within the Gold Vision database as well as the Product ico Groups to which they belong Gold Vision products support PUT multi currency at variable and fixed prices as well as tax codes m rie tr eR e Products View and manage a list of Products e Product Groups View and manage Product Groups e Foreign Currencies Manage foreign currencies and exchange rates e Price Lists Configure certain Price lists for specific Accounts e Product Fixed Prices Define optional specific currency or pricelist prices for individual products e Tax Codes View and manage tax codes and rates Products General Settings Gold Vision Administration Console Home Uses Interface Settings ers Products Aleitirx data Jocuments LiveUpdate Hel p Product Settings Lock closed Opportunities for non Admin Yes No Allow list price changes for non Admin 9 Yes O No Base Currency Symbol Base Currency ISO Code Yes when accessing a closed opportunity only administrators will be presented with an Open menu option allowing further editing The purpose of this is to ensure that historical sales information may be protected especially if commissions are involved Lock closed Opportunities for non admin Yes This allows users to change the l
23. SION you don t want using the X icon NB Alert conditions can only be Added or Removed when an Alert is Deactivated Alert Actions When an On Save or Reminder alert fires the resulting Actions can be defined The available actions include Alert via Gold Vision the simplest action this causes an alert to be added to the recipients alert list and the home page Alert pop up page to appear if the user is in Gold Vision Alerts can be directed to owner of the object the Account Manager of the account the object belongs to a specific Gold Vision user or a specific Gold Vision team Send an email For Gold Vision users who are not constantly in the Gold Vision system or where a more formal notification is required an email can be sent This email will contain the text from the alert title and a link to the object that fired the alert Emails can be sent to the owner of the object the Account Manager of the account the object belongs to a specific Gold Vision user a Specific Gold Vision team or a specific email address Changing Data Data in the item that triggered the alert can be altered Creating another item This allows the alert to generate a new object with pre filled in data either inherited from the object or pre set Activities Notes Opportunities or Projects can be created however not all objects are available from every triggering object Changing Parent Data Data in the items parent can be altered Alert F
24. SS 3 x Move this Field i To add this field to the screen dick on an empty Town City x Region x locati j ight i ocation on the screen sections to the right County State x Email Domains x The different types of fields that can be added to the screen design are highlighted in the table below There are 10 fields of each data type except check boxes 24 available these can be viewed from the Available list on the left hand side Gold Vision 6 4 Administration Console Guide page 13 of 64 Z GOLD D VISION Account Screen example Screen default labels Field Default Text Field User Defined 1 Text AC UD1 Drop Down Field User Defined 1 Drop AC UD1 ID Numeric Field User Defined 1 Numeric AC UD1 NUMERIC Date Field User Defined 1 Date AC UD1 DATE Check Box User Defined 1 Check AC UD1 BIT Please note the Field Default will be different depending on the screen being designed The prefix will determine the item type E g AC Account OP Opportunity Making changes using the Screen Design e g Account Screen Adding fields from the Available list Add additional fields to the screen by clicking on the appropriate field from the Available list and clicking on a free space on the screen layout area On Screen displays a list of fields Available currently present on the screen USET Dosen 1 Ten Available displays additional fields that User Defined 2 Text i e User Defined 3 Text can be added to the layout by simply clicki
25. Tooltip IT Telephony Supplier F P NE Frehel ers i E TYPE 2 IT Business Syste 35 Spreadsheet Mc Parent Drop IT Business Syste RSC HeathCheck Hint t IT Outecurced Sue F C5 EN dH Saws amp Marketi k Mandatory New Existing IT Software Devel 7 tac Summary Editable Everyone Details V Item Owner amp Admin Item Chwner s Team amp Admin Ser Top Uni integrated with mhird parby Highlight Administrators Only None Default Hoane Fuead onty Actie Accounts e Parent Option s r A n a Update Drop Paragraph None Defaut Mowe this Field To add this field to the screen dick on an empty Save locaton on th screen secbons Ep the right Details as per the text field however note the Parent Drop option A user may select other dropdown fields in this area to then create a dependency for example Dropdown 1 Product A Dropdown 2 Option 1 Dropdown 2 Option 2 Dropdown 2 Option 3 Product B Dropdown 2 Option 4 Dropdown 2 Option 5 Dropdown 2 Option 6 Summary name of the drop option Details Allows users to record what the field represents Note this will not be displayed on the live system Order After Set the order the drop options appear Highlight set a colour for the drop option from the wide range of available colours Active if set to yes the dropdown will be visible from the dropdown list The current status can be viewed from the Active and In Active boxes
26. a List Design 5 Columns i Columns Select the defauk tab sort heading and sie 9 All Team My Favorite Dormant v Title Name Account lob Title v Email 1 X ntact Phone Edit 596 18 amp 18 amp 18 amp 18 amp 18 amp 5 Exampl Example data example data exa Example data example data exa Example data example data exa Example data example data exa Example data example data exa Exampl Exampl Example data example data exa Example data example data exa Example data example data exa Example data exemple data exa Example data example data exa Exampl Apply Gold Vision List Use this dropdown to select which of the lists you want to configure The options here are the main list e g Account the Home Page list as seen when a user has this list on their homepage and Mobile the list as seen on Gold Vision Mobile Each of these can be configured separately as required List Design Default Columns Select the number of columns you want to see in the list 5 8 are available on most lists You can then select the default columns to be displayed when you open this list The selection can be from any of the fields currently available in the Displayed list Default Sort Order Define the default sort order for the list and the direction to sort The list can be sorted by a field not selected as one of the default columns if required Default List Select the default list to displa
27. a nnn 19 User Interlace gt Page Defaults asusstbwaste d usaba pud d Xd ad R dM Rua br EN CN IdSEdUR UNE DEDE EN DUM 21 User Interface gt ValidablODssscedes suae cua dax Uu n UENIRE M d san EI PDA INA NEI E NEE M IU MU EI E MU MEN NU EE 21 User Interface gt Automatic Reference Numbers sssseeeeeieeienee enhn nanus mh nana mmn nnn nn 22 User Interface gt Categories ssssseeieeiieiecieeeensn menn nanus men uasa sus u aaa eee een nn sees a auus menn nnn 23 User internace gt General SetUlfigs i isis iasiiua inaia iaaa daai ERERERA DI DUELO DODURAODAEREN EAD DE 23 A Settilids ouxksakankEuUEXEKEEREERIEXESCEXAXENRREEREEEEEREREREIGUEREACEXAERERERGE NEREXCEENER EE UN RR EN TENAXRKRE 24 CRIDO Sel VCP Ci INAS TETTE 25 SSNS e SECUN earran rr rr rrr rr errr errr rr rrr rrr rr rr rrr errr rr rrr rrr rrr rrr er rrr DID rrr rrr rrr rrr tr 25 Settings gt Gold Schedule Settings Mail Tracking Exchange Integration ese 27 Settings gt Phone System Integration csssseessssseeeeeeee senem ann nnns 28 SERING gt ACHVEX CODI DIS ossbspeUttoe22na 0p DODENUS Ea5b600 DEEST ER aaa aAa aa a ET ESEREbOD d DEAS E A 29 Settings gt Reporting SQL Reporting Services ssssssssssseeeee nennen aane nnns 29 Sebunds gt Mail Trackin cc EEFEF EVER TEEEEFEEFE EEEE EE REN IMEEM REEF ERE IN TEC WIPE IE RII FI 31 Settings gt SMTP Settings cccccccec cece cece eee eee eee annee aane aan
28. anager Access Leads Checkbox to allow users to access Lead Management The user will also need to be in a Team which has access to Lead Managment Mobile Password Gold Vision mobile may be accessed using Windows authentication or using basic authentication In the later case a password needs to be created Leave blank unless notified by support Mail Tracking Mailbox connection string created automatically by Details entering the Connection type CDO Exchange 2007 Yes Web services IMAP 4 etc Server details and Username Mail Tracking x to scan all folders and sub folders for this user or Folders enter specific folders that you want scanned This is particularly useful for users that receive large volumes of customer data much of which has no value in a CRM system Max Sensitivity Gold Vision mail tracking will obey Outlook mail sensitivity options select the level that Gold Vision shouldn t track Normal Personal Private Confidential Address Lookup Information on postcode lookup for this user The Details exact format of the required information will depend on the postcode lookup software consult Gold Vision support for details Te r oon CNN NNNM mails subject to confidentiality rules J e NN NN Appointments appointments em err eeemeremnenem contacts If mail scanning is enabled for this user scan tasks Disable Mail Disable all mail scanning for this user Manual adding S
29. and backup can take several minutes to complete and also heavily load the server For these such events it is recommended that they are scheduled out of hours to run once a day week Gold Vision Mail Scanner Enabled V Start every mins from 96 00 to 22 00 4 Mon V Tues V Wed V Thur Y Fri V Sat V Sun Mail Scanner Reset Enabled 7 Start on after 09 Aug 2009 at 23 00 00 v Repeat 07 days 00 hours 00 mins summed Re Index Gold Vision Tables Enabled Y Start on after 03 v Aug 2009 v at 22 v 00 v 00 v Repeat 0 v days 00 hours 00 v mins summed Please note that some events such as Re Indexing and Mail Scanner Reset can take several minutes to complete and also heavily load the server For these events it is recommended that they are scheduled to run out of hours once a day week Gold Vision 6 4 Administration Console Guide page 27 of 64 Fae SOLD Msi VISION Settings gt Phone System Integration Gold Vision is compatible with any TAPI phone system The Phones option provides an easy way to configure Gold Vision to work with your phone system especially if it is not on our default TAPI phone system list To use the Phone configuration your TAPI phone should be connected to the client machine you are accessing Gold Vision with Gold Vision Administration Console Home Uses Interface Settings Users Products Aletting Dao Documents LiveUpdate Help Phone Systems Gold Vi
30. can of items is still allowed Email Private by For users that want e mail scanning and attaching to Default relevant Accounts and Contacts but where there is a high proportion of business sensitive correspondence Emails will only be visible to that user plus full Administrators but they may publish the e mail by changing it s status to public Last Scanned Last date the user s mailbox was scanned read NUM only Phone System amp If there is an integrated soft phone system select it Detail fields from the list The other fields allow you to configure international user defaults outside line prefixes and other options recommended Use Word MailMerge functionality for running letter MailMerge campaigns only select if notified by Support International Choose relevant international options for this user Defaults Date format numeric format Default currency used for displaying local Opportunity values and time difference used for adjusting Alerts to user local time Gold Vision 6 4 Administration Console Guide page 7 of 64 Z GOLD D VISION Users gt View Teams To view a list of all Gold Vision teams select Users then View Teams from the main menu To edit a team click on its name this will open a new window with the team edit screen To add a new team please select New then Team from the main menu Important Note Gold Vision team membership has two levels Primary membership represe
31. ce List Exchange Rate Exch Discounted Fixed Price Offset value Offset Percentage Classroom Training Gold Vision 2008 Administration Member Rates USD 1 9 406 125 205 00 201 13 49 52 Classroom Training Gold Vision 2008 Campaigns and Euros EUR 1 47 588 600 00 12 00 2 04 Classroom Training Subscription Fees Member Rates USD 1 9 1805 800 00 1005 00 55 68 Conference Day Delegate Conference Euros EUR 1 47 411 6 425 00 13 40 3 26 Records 1 to 4 of 4 This displays a list of all of the fixed prices across both Foreign Currencies and Price Lists along with any exchange rates the Exchange Discounted price the fixed price that has been set and an offset value and percentage To edit a fixed price click on the Fixed Price within the list New fixed prices can also be added from here You can use the new screen to select the Product you want to fix which currency to set it for and the fixed price Gold Vision Administration Console Windows Internet Explorer New Product Fixed Price Product Classroom Training Gold Vision 2008 Administration and Currency Price List Currency Euros E EUR v Pwed Pres Created Date Updated Date Created By Updated By Save Close Gold Vision 6 4 Administration Console Guide page 44 of 64 Fae SOLD Kd VISION Products gt Tax Codes Each Gold Vision product must be assigned a tax code Tax codes represent the amount of tax which is added to a given item b
32. ck the New icon at the top of the screen or select New then Price List from the menu Deleting a Price List To delete an existing Price List open it by clicking on its name and then click the Delete button and confirm Important Note It is important to keep Price List exchange rates and discount values up to date to ensure that prices are accurate Gold Vision 6 4 Administration Console Guide page 42 of 64 D vision Price List Prices If you want to view the Prices of all of your Products under a particular Price List click the Edit Prices button on the right hand side of the Price Lists list This will allow you to view and edit particular converted prices in that price list When using Products and Quotes with price lists Gold Vision will automatically exchange the base price for the price list equivalent Whilst convenient this does not always result in an appropriate number Editing the prices for a price list allows to user to specify an exact rounded price for a given product and currency The screen below shows the Price List Prices screen in this case for the Members Price List There are some automatic prices and some fixed prices as indicated Calculated price list price for this product Fixed price list price for this product e Gold Vision Administration Console WindoY Price List Prices Member Rates USD To set a fixed price simply enter it in the box provided To use t
33. cuments as they are created The store root path should be a path on or accessible to the Gold Vision server If checked the Auto create sub folders facility will create a sub folder for an account when the Account is created Standard Paragraphs A Paragraph is a large block of customisable text which can be used within templates when generating word documents from Gold Vision There are two options from the Paragraphs menu New Paragraph This will create a new paragraph item shown below The Template Tag field will be what is used to make use of the paragraph in a template You should enter the Tag without any arrow brackets To use the paragraph in a document enter the tag in the usual way e g the below would be terms The Text field contains the text you want to substitute into the word document when the tag is used Its also possible to associate a paragraph with a particular value of a drop down field see the section on configuring drop down options for more details Gold Vision 6 4 Administration Console Guide page 55 of 64 P coo IE VISIOM Gold Vision Administration Console y Home User Interface Settings Users Products Alerting Data Documents LiveUpdate Help Paragraph Standard Payment Summary Standard Payment Template Tag StdPayment Created By Created Date Updated By Updated Date Text Please note Gold Vision implementations are normally paid 5096 of total cost prior to installatio
34. curity status Home User Interface Settings Users Products Aletting Date Documents LiveUpdate Help Security Settings Please set the global security policy for users Gold Vision Account Security X Default Account Security Group Team X Warning Disabling Gold Vision security will allow all Gold Vision users access to all accounts and their associated items If you are uncertain of the implications of enabling or disabling security then consult the Gold Vision Administration Guide or contact support gold vision com for assistance Important Note If unsure about the impact of making security changes please contact Gold Vision support beforehand Security changes take immediate effect For more information on security and teams please see Appendix A Gold Vision 6 4 Administration Console Guide page 25 of 64 Z GOLD D VISION Security Disabled If the security is disabled the only restrictions that apply are 1 On the Gold Vision Administration Console itself a user must have the Access admin console flag set to be able to access the Gold Vision Administration Console 2 Users cannot access the product via the home page or access any Accounts unless they are a registered user of Gold Vision Therefore when security is disabled all users can see all accounts Security Enabled If security has been enabled access to accounts and their child objects is restricted The approach of the security model is twofo
35. d Admin esteiro administrator 4 I 4 Northern Sales Charlie Shaw ctshaw esteiro co uk esteiro ctshaw A v Gold Vision 6 4 Administration Console Guide page 9 of 64 P GOLD D VISION Users gt User Access Options Access to Gold Vision item types Opportunities Projects Reports etc can be restricted by Primary team using the Team Access Options Screen To open this screen select Users then Team Access Options from the menu It may be that certain users or teams do not require access or edit abilities to item types which are irrelevant to them or access editability to these types may be restricted for security or business reasons The access options screen lists your GV teams down the left hand edge Next to each team horizontally is a list of Gold Vision item options To set the access edit delete options modify the relevant checkbox and click Update When a user s team does not have access to a particular item type all icons and menus to that item type will disappear from the Gold Vision user interface If a Team has Access to an item they will be able to View the information but not edit or delete the item The Edit option grants the team the ability to view the item and change it but not to delete Delete gives the team full control over the items The item types are grouped into two main areas Gold Tracker functions and Gold Vision functions You can see the list of teams and the number of members per team Usi
36. d Price Offset Value lgold vision 5 GV5 Gold Vision 5 24 User Licences GV5 MS GV5 R Gold Vision 5 9 User Rental 200 00 1 60 0 00 320 00 0 0 00 385 00 1 60 616 00 595 00 21 00 Gold Vision 5 24 User Maintenance amp S 90 00 1 60 0 00 144 00 135 00 9 00 Records 1 to 3 of 3 Gold Vision 6 4 Administration Console Guide page 41 of 64 Z GOLD D VISION Products gt Price Lists The Gold Vision Quotation and Product system can make use of multiple price lists Any number of price lists with different discount rates can be added to the system To view and manage foreign currencies select Products then Price Lists from the menu Gold Vision Administration Console Home Uses Interface Settings Users Products Aletting Data Documents LiveUpdate Help Price List Distributor Price List Name Distributor Price List Discount 96 30 00 ISO Code GBP Currency Symbol Exchange Rate 1 00 Created Date 2009 08 03 22 50 25 Updated Date Created By Charlie Shaw Updated By Delete Cancel Editing a Price List To edit a price list and or change the base price exchange rate or discount rate click on its name from the list This will open the Price List edit screen in a new window Each Price List must have a textual name a discount value a symbol ISO Code see Appendix C and also a base exchange rate To save the changes click Save Adding a new Price List To add a new price list either cli
37. ditions what causes this alert to fire These congitinns wil be evalusteg when ems af type Account are created or ungated Add Condition Alert Actions What to do when alert conditions are met Add Action This alert has been de activated and therefore will not fire Activate cave Close Once the Alert has been configured it can be Saved and or Activated using the buttons at the bottom of the item Clicking Activate will automatically save the Alert Once an Alert is Activated it will then fire if the conditions are met Activate cave Close The following describes how to configure the Alert Conditions and Actions that will determine when the alert fires and what happens when it does Gold Vision 6 4 Administration Console Guide page 48 of 64 Z GOLD D VISION Alert Conditions When creating On Save and Reminder alerts each will have a defined set of criteria that cause them to fire For an On Save alert these conditions will relate to a value of a field it could be of any type dropdown text numeric checkbox date An Alert can have one or many conditions that need to be met If there are multiple conditions specified then all conditions must be met before the alert will fire For Reminder alerts since these scan the database frequently for changes there is a more constrained list of fields that can be checked These are generally limited to date and status fields To add a condit
38. down selection Finally click Save Product Revenue A Revenue EET Schedule can be established for an individual product To define this click the Revenue button in the Product You can then define the revenue manually by percentage or use the Monthly or Quarterly buttons to split evenly O O NOUA UNB O 0 0 0 0 0 Monthly Quarterly Clear Total 0 Gold Vision 6 4 Administration Console Guide page 38 of 64 GOLD D VISION Products gt Product Groups Product Groups allow products to be categorised and or organised more clearly All products must belong to a group Products can only belong to one group To view a list of product groups select Products then View Product Groups from the menu Editing an existing Product Group To edit an existing product group click on its name from the list The product group edit screen will open in a new window Make any changes necessary and then click Save Gold Vision Administration Console Home Uses Interface Settings Users Products Aleiting Data Documents LiveUpdate Help Product Group Business Systems Consulting Name Business Systems Consulting pan Details Standard Rates June 2003 Type Consultancy Code BSC Product in this Group Product Price Code BSC Bespoke Development 980 00 BSC BD BSC Healthcheck 980 00 BSC HC BSC Implementation Management 980 00 BSC IM BSC Process amp System Improvement 980 00 BSC PI BSC Selection Assista
39. dress Cs Phone Mobile User s contact telephone numbers s These details are useful to set up because they may be used by template documents Domain Username Select the primary team this user belongs to If this Yes user is a Mail Tracker then do not select a team User Level Options are Yes Disabled no access to Gold Vision but this may be useful for including colleagues who are not users but you may wish to shows as owners of items Basic User A normal user with access to Gold Vision but without access to the Administration Console Visibility of items is controlled by the User Access Options screen see section below Configuration Manager This provides access to the configuration options in the Admin Console but still limits your view of data to your own team access rights System Administrator Full administration rights can see all data irrespective of any security that may be active on it and change the rights for all users me 705 NN integrating with other solutions Menu Preferences Preferences if licences available Show on User Checkbox to allow the contact to be included on the O JO O O List user list for ownership of activities opportunities projects etc Show on AC Checkbox to allow the contact to be included on the Managers user list for ownership of Accounts Gold Vision 6 4 Administration Console Guide page 6 of 64 D VISION Support List user list for Support M
40. e Guide page 10 of 64 Z GOLD D VISION 3 User Interface Configuration UI The Gold Vision UI can be fully Gold Vision Administration Console configured to reflect the terminology of your business and how you want to use the product Users Home Welco ion Admini screen Design List Design ide confiquration Standard FP Special Jsers Team Mer This con Page Defaults Validation Reference Numbers Categories Custom Date Periods Global Label Update e General Settings Choose from system wide User interface options e Screen Design Change the layout of screens and configure the names of fields e List Design Update the fields that are searchable on list views configure the default displayed fields and default sort ordering e Drop Downs Alternative drop option editor access relationship dropdowns as well e Page Defaults Choose which page Gold Vision items open on e Validation Set de duplication check options for Accounts and Contacts e Reference Numbers Manage reference numbering for the different Gold Vision items e Categories Set the categories for analysis by item e Global Label Update Change the global names of the Gold Vision items Accounts Contacts etc Gold Vision 6 4 Administration Console Guide page 11 of 64 Z GOLD D VISION User Interface gt Global Label Update
41. esign The Gold Vision screen designer allows you to add remove and configure fields on most item screens Click on a Gold Vision item below to open the screen designer Item Last Modified Type Open By Open Date E Account 14 08 2012 16 20 45 Item Definition Account Activity 14 08 2012 15 16 29 Item Definition Appointment 14 08 2012 15 16 40 Item Definition Campaign 31 07 2012 09 42 54 Item Definition Contact 31 07 2012 10 51 43 Item Definition Contact Activity 20 08 2012 10 54 42 Item Definition ExchequerProduct 12 04 2011 12 03 49 Item Definition EormData 31 07 2012 09 35 45 Item Definition Lead 30 08 2012 13 56 27 Item Definition LeadControl 08 08 2012 11 28 04 Item Definition Opportunity 14 08 2012 10 48 46 Item Definition Opportunity Activity 30 07 2012 09 24 49 Item Definition Product 10 05 2012 14 02 24 Item Definition Profile 28 02 2012 12 12 10 Item Definition Project 10 05 2012 14 02 14 Item Definition Project Activity 03 11 2011 13 47 33 Item Definition Quote 24 04 2012 16 40 55 Item Definition To design an item just click its name in the list The example screen below highlights the layout of the default Account screen within the screen designer The user defined sections of the screen are visible by scrolling down the screen layout section on the right hand side Gold Vision Administration Console Home User Interface Settings Users Products Integrations Alerting Data Documents LiveUpdate Help Screen D
42. esign Account Available Drop Options Advanced Account Name E Screen Label Header 0 000 3 Primary Contact E Account Type 1 i Primary Contact Phone Details Tooltip Account Name x Main Phone x A I com Manager S Primary Contact x Main Fax x a Main Phone Field i 3 Main Fax ret Primary Contact Phone x Web Site x a Site E Parent Drop Account Manager x Alert x A 1 foont Not Set O PimayAddess i I ji ADDRESS_2 m ADDRESS 3 Mandatory New Existing i Details MEET NETTEN Town City r County State je i Primary Address x Quick Summary x Post Zip Code iV Everyone Domno ETIESE ADDRESS_2 A Country Item Owner amp Admin x ug eT NNI Le illi 5 Billing Address E ES ADDRESS_3 x Account Type 2 x BILLING_ADDRESS_2 Town City x x BILLING ADDRESS 3 Until integrated with third party y TowniCity Administrators Only i County State x Sub Industry x County State i i No one Read onl i Post Zip Code Source Zip Postal Code ar P x X Country Administrators hd Country 9X Ready for Exc X OK to Excheqi X Quick Summary Account Type 1 Searchable Drop Down i x x A i Biling Address Security Account Type 2 Update Industry BILLING ADDRESS 2 x Created Info x Sub Industry Y BILLING ADDRE
43. ete records import data or run scripts provided by us without requiring access to the SQL server tools This area also includes settings for Lead Management Documents Configure paragraphs defined blocks of text for use in templates Define your document saving parameters LiveUpdate Run the LiveUpdate process to download and install updates Help Access to Admin Help submit a Support Enquiry access Diagnostics and Product Information Gold Vision 6 4 Administration Console Guide page 4 of 64 GOLD D VISION 2 User Management You will have decided from the Planning and Scoping Session see Project Planning documents who your users are and what access to Gold Vision they require It is also key to establishing security rules and therefore it is one of the first implementation steps d Products Integrations Ale Users Deleted Users as well as providing z j the Gold Vision syst Team Memberships User Access Options Targets Users View Users To view a list of all Gold Vision users select Users then View Users from the main menu Gold Vision Administration Console Home User Interface Settings Users Products Integrations Alerting Data Documents LiveUpdate Help Users Crew Type Name Team v Email Address v Enabled Config Mgr Admin Mobile Access Leads Access All Y qQ Q Q All v All v All v All v All Y 3 Southern Sales
44. g information from the Gold Vision records The screen below shows the layout of the designer Gold Vision Administration Console Home User Interface Settings Users Products Alerting Data Documents LiveUpdate Help Configure Email Template Template Name Demonstration Template Description Demonstration of Template screen Gold Vision Object Account Email Type text v Message Body This template shows how SUMMARY and other fields can be added to the email body Add item data field Account Name hd Add a Gold Vision link to the item Warning Only clickable by Gold Vision users In the message body add the text required you can also add any fields from the relevant Gold Vision item by selecting the appropriate field and clicking Insert You can also add a direct link to the Gold Vision item this is only clickable by Gold Vision users Gold Vision 6 4 Administration Console Guide page 51 of 64 Z GOLD D VISION 7 Data Data gt Database Details Summary screen showing for example database size number of records Data gt Merge iv AM v Done f Trusted sites Protected Mode On Merge allows data and sub items to be merged between two items For example if a duplicate account with a slightly different name has inadvertently been created and used contact email and note information could be merged from the duplicate to the original The facilities are accessed from the Records menu There are three main o
45. he auto price set the fixed price tN sort or filter and also if you click save Changes will be savedw a Code Product Name Base Curr Price Exchange Rate Discount 9 o Q Price Fixed Price Offset Value 144 40 0 3 61 0 Accommodation Conference Venue CS8406 C22R Day Delegate Conference 280 00 1 9 5 505 40 0 0 00 J Day Delegate Lunch 40 00 1 9 5 72 20 0 0 00 Day Delegate Thursday Dinner 50 00 1 9 5 90 25 0 0 00 DB001 Duracell Battery 1 00 1 9 5 1 81 0 0 00 06 13 205 00 201 13 Gold 2008 225 00 4 Gold Vision 2008 Campaigns and GV Co 400 00 1 9 5 722 00 0 00 Gold 2008 225 00 1 9 5 406 13 0 0 00 Gold Subscription Fees 1000 00 1 9 5 1805 00 800 00 1005 00 CT2008CF Vision 2008 Opportunities and Qu 400 00 1 9 T 722 00 0 0 00 Records 1 to 11 of 11 To edit a price list fixed price type in the price you want to set Gold Vision 6 4 Administration Console Guide page 43 of 64 GOLD D vision Products Products Fixed Prices As already discussed against Foreign Currencies and Price Lists you can set Fixed Prices for these items If you want to view all of these fixed prices use the Products Fixed Prices option from the Products menu Product Fixed Prices amp 4 New idi Product Group Product Currency Pri
46. if there is an import running Gold Schedule Gold Vision Import Service Status Running Status Running Gold Vision 6 4 Administration Console Guide page 33 of 64 Pape SOLD E44 VISION Settings gt Licencing To view or update licencing information select Settings then Licencing from the menu The licencing screen shows the current Licence key plus the numbers of licenced users and types The Gold Vision licence can also be updated using this screen Gold Vision Administration Console Home User Interface Settings Users Praducts Integre Gold Vision Licencing C t Li urren ICence Key and Information Customer Key 3BA038F4 A256 4843 BCF5 F781F535335Z2L Customer Key Expires on 05 07 2013 The current user usage and limits are shown below Mail Tracker Users 0 Gold Tracker Users 4 Gold Vision Users 12 40 Licenced User Counts and Limits Total Users 16 40 Mobile Enabled 1 40 Leads Enabled 11 15 Update Licence gt Updating a Licence To update a licence a Licence File is required Request a licence from this screen it will be provided to you via email or download by Gold Vision Support When a licence file is received save it in a convenient location To apply a new licence key use the Update Licence button Gold Vision Administration Console Home User Interface Settings Users Products Alerting Data Documents LiveUpdate Help Gold Vision Licencing
47. il To ctshaw esteiro co uk Settings Recent Events Logging Recent Events are the last 50 events per account You can choose what Gold Vision records as a recent event For example you may not be interested in logging when items were last accessed allowing more space within the 50 events for notes tracked e mails etc Please note that this is not a data filter if you choose to not track these items they will simply not be recorded in the database Gold Vision Administration Console Home Uses Interface Settings Users Products Aleiing Data Documents LiveUpdate Help Recent Event Logging Using this screen you can control the types of recent events that Gold Vision logs Recent events are visible under Accounts Opportunities and Projects as well as under the Home menu When Rems are Accessed y When Rems are Created V When Items are Updated V When Rems are Deleted V v Log Misc Events Settings gt Services You may stop or start the 2 key Gold Vision Server services without having to log directly on to the server from this screen Gold Vision Administration Console Home Uses Interface Settings Users Products Aletting Date Documents LiveUpdate Help Services Gold Vision uses the following services Unless otherwise stated it is important that the services below are Running or Started to ensure Gold Vision works correctly Please note that the Import service may take several minutes to stop
48. ill take you to a screen where you can download and install the import tool on your computer On line help is available directly from this application Gold Vision 6 4 Administration Console Guide page 3 of 64 f 100 Z GOLD D VISION The menu along the top of the Console allows you to access different functions as follows Home returns you to the Welcome Page Gold Vision Administration Console Use Interface Settings Users Products Alerting Data Documents LiveUpdate Help Welcome Page User Interface Much of the configuration is Configuration is accessed from here Screen Design List Design Dropdowns Reference Numbering Categories and Global Label Update Settings This is a more technical area used to set the Gold Vision environment Access to Server settings Security Reporting setup Gold Schedule and Mail tracking settings plus Licencing Live Update and Logs Users Manage Users Teams Team Memberships and User Access Options Products Manage Products Product Groups Foreign Currencies Price Lists and Tax Codes Integrations View and manage integrations with Gold Vision Alerting Configure and View Alerts and workflow processes In earlier versions this may not have been made visible contact Gold Vision support for an updated licence key if required Data These features have been transferred from the Database Administration tool and allow you to merge duplicate records undel
49. ion click eee el This will then ask you to select what type of condition you require as shown below see left screenshot for On Save Alert The exact options may vary depending on the object you chose Reminder Alerts have a different set of Conditions to select from see right screenshot below on save alerts reminder alerts email alerts Ee Gold Vision Administration Console Windows Internet Explo Add On Save Alert Condition When a drop down option is selected When a checkbox is ticked When specific text is entered When any text is entered When a date has passed When a date is due When a numeric range has been reached When a value changes When this item is created When this item is updated When this item is created or updated e Gold Vision Administration Console Windows Internet Explo C Add Reminder Alert Condition When a specified date falls in a given range When a record has not been updated for a given time period When Esteiro Relationship remains unchanged at any value When Business Class remains unchanged at any value When Esteiro Relationship remains unchanged at a specified value When Business Class remains unchanged at a specified value E Gold Vision Administration Console Windows Internet Explo Add Email Alert Condition When email arrives in a certain mailbox When email is received from a certain sender
50. ion document templates are stored The path can be either a UNC path or a web folder There is a user level setting which can be used to over ride this one for individual users Gold Vision templates are usually stored in the Templates sub folder of the program install folder This folder should be shared to all users as GVTemplates to allow Gold Vision access to the Word Template files The templates folder has sub folders divided by type of template and item type Documents gt Template Tags All template tags take the form of a keyword s within two chevrons lt and gt When Gold Vision uses a template to create a document it will replace these tags with the corresponding data This screen allows you to view the list of current template tags for the main Gold Vision objects open as a document to cut and paste required items if you choose Done Jv Trusted sites Protected Mode On a 7 10 gt Gold Vision 6 4 Administration Console Guide page 54 of 64 P GOLD D VISION For example the template text lt CONTACT gt lt ACCOUNT gt lt ADDRESS 1 gt lt ADDRESS2 gt lt CITY gt lt POSTCODE gt Dear Mr LASTNAME Iieseutis lt ACCOUNTMANAGER gt could be used to create the following John Smith XYZ Company Western House 1 Chester Street London SWI 1AB Dear Mr Smith Regards Paul Jones Documents gt Document Storage This screen controls a facility which automatically saves template do
51. iring When an alert fires it will only fire once If the item is edited and saved and the criteria fields are unchanged the alert wi not fire again If however one of the criteria fields changes away from the true condition then changes back at a later date the alert will fire again Alert Status An alert can be either Active which means it will fire if the defined criteria are met or Inactive This allows you to create Alerts without releasing them to the system or to deactivate alerts that are no longer required Gold Vision 6 4 Administration Console Guide page 50 of 64 Fae SOLD E44 VISION Miscellaneous info Nesting and Chaining The flexible alert designer does allow the design of alerts which interact in undesirable ways For example the system would not stop you from designing a pair of alerts which play tug of war with the account type field There are some technical safeguards in object alerts which prevent alerts from looping forever Nonetheless we recommend that alerts should be thought through before implementation View Alerts The View Alerts menu option allows you to see all of the Alerts that are currently Active in the system and those that have been acknowledged or dismissed Email Templates The Email Templates menu option allows you to design email templates which are used when an alert sends emails Templates are specific to Gold Vision object types and are used to send emails containin
52. ist price prior to discount No only the price after discount may be altered by non administrators therefore ensuring that true discounts are measured Allow list price changes for non admin The base currency of the system would tend to be the main operating currency of the business or group Please note that each user can set up their own preferred currency allowing them to view opportunities in their own currencies Base Currency ISO Code See Appendix C for a list of ISO Codes Base Currency Symbol Gold Vision 6 4 Administration Console Guide page 37 of 64 Z GOLD D VISION Products gt Products Select Products then View Products to view the product database Products are listed in group and then name order Click New to add a new product Gold Vision Administration Console Home User Interface Product New Product Group Product Cost Price Code Schedules business systems consulting Business Systems Consulting BSC Bespoke Development 490 00 980 00 BSC BD 0 Business Systems Consulting BSC Healthcheck 490 00 980 00 BSC HC 0 Business Systems Consulting BSC Implementation Management 490 00 980 00 BSC IM 0 Business Systems Consulting BSC Process amp System Improvement 490 00 980 00 BSC PI 0 Business Systems Consulting BSC Selection Assistance 490 00 980 00 BSC SA 0 B BSC Strategy Development 490 00 980 00 BSC SD 0 B Post Implementation Assistance 420 00 840 00 GVI 8 0 Record
53. ld 1 Accounts are assigned to one of three account groups These groups are Public Private and Team The selection of account group is done when creating an Account or by editing an Account and selecting the relevant security level from the Security dropdown menu on the details screen a Public All users can see this account and sub items b Team Only users or team members of the account can see this account and sub items C Private Only the Account Manager can see this account and sub items 2 Individual users are included as members of specific items within Gold Vision Any number of users or teams can be added to any given item Users and teams can only be added and removed by users who have access to the account already Default Level The default level can be set to Public Team or Private This setting reflects the default selected security level when new accounts are created Gold Vision 6 4 Administration Console Guide page 26 of 64 Fae SOLD E47 VISION Settings gt Gold Schedule Settings Mail Tracking Exchange Integration Use this screen to manage the Gold Schedule events Events can be enabled or disabled and their timeframe and frequency adjusted Gold Vision Administration Console Home Uses Interface Settings Users Products Aleiting Data Documents LiveUpdate Help Gold Schedule Settings Use this screen to manage the Gold Schedule events Please note that some events such as indexing
54. ll generally be of the form shown above and the email address will be the users primary SMTP address The username and Gold Vision 6 4 Administration Console Guide page 62 of 64 Fae SOLD E47 VISION password are optional but allow control over who the software attempts to authenticate as IMAP Services Imap is offered by a number of ISP s and mail service providers including Google Mail It is also available as an option for Exchange 2007 and above The IMAP interface will only allow scanning of emails Appoints tasks and contacts are not presented through the interface Mailbox Connection String Connection Type IMAP Server Host Name or IP Address imap gmail com Username Exchange Alias fredsmith g gmail com Password Optional sssesess SSL IMAP Only IMAP requires fairly straightforward information the server address user name and password Remote CDO Library This can be used to access an Exchange server which is not in a common domain or AD structure with the Gold Vision server or is physically separated This is a special order configuration contact Gold Vision support for details Gold Vision 6 4 Administration Console Guide page 63 of 64 GOLD D vision Mailbox Connection String Connection Type Remote CDO Redemption library Server Host Name or IP Address vulcan Username Exchange Alias fredsmith Remote Server Name Optional Hoppity 8000 Save Cancel Much of the information is
55. ls E Scan Emails V Scan Contacts V Mail Tracking Folders B Scan Appointments V Scan Tasks V Max Sensitivity Confidential X Disable Mail Scan F Email Private by Default Address Lookup Details Last Scanned Phone System Not Set Y International Code 44 National Prefix 0 Phone Country UNITED KINGDOM Y International Prefix 00 Outside Line Prefix Template Folder Use Word MailMerge F Date Format default Y Default Currency Base Currency GBP Y Numeric Format Time Difference Hrs The Preferences button allows an administrator to edit a user s homepage options Gold Vision 6 4 Administration Console Guide page 5 of 64 Z GOLD D VISION Deleting a User To delete a User change their User Level to Disabled and transfer Account or Contact ownership using the Replace function see main Gold Vision User Guide This will not remove ownership of items Any users who currently have access to those Accounts will still have access Moving a User between Primary Teams To move a User open the user by clicking on their name then choose a new Primary Team from the drop down selection Finally click Save The User Screen The user screen is the same for new or editing The table below explains each of the fields To save changes please click the Save button Field s Mandator First Middle amp The user s names The middle name is optional Yes Last Names Email User s primary email ad
56. n Administration Console Home Uses Interface Settings Users Products Alerting Data Documents LiveUpdate Help Validation You can configure item de duplication validation using this screen Select how you would like Gold Vision to identify potential duplicates below and click save Accoun t Update Validation None Contact Insert Validation De duplicate using name and email address if Contact Update Validation None Gold Vision 6 4 Administration Console Guide page 21 of 64 Pap SOLD Msi VISION User Interface gt Automatic Reference Numbers All items can be set up have reference numbers attributed to then on creation A number of different tags are available these can be used in combination to create the reference number required Gold Vision Administration Console Home User Interface Settings Users Products Alerting Data Documents LiveUpdate Help Reference Numbers Use this screen to configure automatic reference numbers for Gold Vision items Each item type suports an independent expression made up of tags that defines how the automatic reference is formatted Use the table below to define these expressions by item type There is a list of available tags below plus a few examples Item T
57. n Team Memberships from the menu Gold Vision Administration Console Home User Interface Settings Users Products Integrations Alerting Data Documents LiveUpdate Help Team Memberships Gold Vision teams serve two purposes Firstly they allow for users to be grouped together and secondly they are used for security purposes When an account security group is set to Team it can only be accessed by the account manager the account manager s team plus any members teams which have been given access through the memberships page By adding a Secondary membership for a user to another team the user will be entitled to access the Team accounts owned by members of that team For more information on security and teams please contact support View team memberships as a list Drag and drop users to manage team membeships Primary Membership Secondary Membership 2 Gold Vision Team amp Gold Tracker Team Team Leader Administrators 35 Northern Sales 25 Southern Sales Q Support a Telesales Q Andrew Fiendley Charlie Shaw Alison Turney Andy Calvert 35 Alison Turney X Gold Admin Sam Berey Jiggy Keith Calum Mackay charlie Shaw XX Simon Lang John George Eddie White S Nikki Bugla 2X Steve Hampshire Nikki Bugla Mark Vernon Eddie White X Tim Beresford Russell Jackson Mark Vernon X Usmaan Razaq Charlie Shaw X 5 Sam Berey X 5 Simon Lang X Usmaan Razaq X e
58. n com It is also possible to exclude particular pairs Email Scan Exclusions of correspondents e g domain com fred mycompany com excludes correspondence between fred and anyone in the domain com domain Internal email domains format domain com multiple can be comma separated This is important to prevent tracking of private mail Internal Email Domains Associates a particular user inbox with a Mail Forms Information pre defined mail form Contact Gold Vision support for further details Omit Errors from Log diesen mail scanning errors are not Store Attachments Select where to store the attachments Open Attachments Select method for opening attachments meramal rakna orione Normally it is not desirable to track internal g OP emails but the system does allow for this A Regular expression which is used in conjunction with the when matching expression internal tracking option to track some internal emails Matching Mask The name of a stored procedure which will be run at the end of each mail scan Stored procedure would be custom written for tasks such as email archiving Post Scan procedure Store Attachments In the database is the standard option and holds email attachments in the Gold Vision SQL database The Externally as files option Gold Vision 6 4 Administration Console Guide page 31 of 64 5 B coi SO VISIOM allows these attachments to be stored as real files in the file s
59. n with 5096 balance due 30 days following installation Alternative options can be negotiated including split invoices and payments for software and associated services View Paragraphs This shows a list of the currently configured Paragraphs with their template tags 8 Help The Help menu provides a number of options for assisting you with the administration of Gold Vision e Setup Guide is a link to the Welcome Page e Admin Help is a link to online Gold Vision Administration Help e User Forum is a link to the User forum If you would like to register to be a forum user please call or raise an electronic Support form for our support team e Support Enquiry raise a support enquiry to Gold Vision Support via the Gold Vision website e About Displays the About box for Gold Vision Gold Vision 6 4 Administration Console Guide page 56 of 64 Z GOLD D VISION Appendix A Team Memberships and Security Account Security Security is based on a combination of which areas of Gold Vision a User is entitled to see and whether the User is entitled to access the Account When setting up an Account an Account Manager i e your Account main owner is selected and a security level is selected from the following e Public Accounts are visible to everyone again users only see the items that they are entitled to see e Private Accounts are only visible to the Account Manager and Administrators e Team Accounts are Visible to the
60. nce 980 00 BSC SA BSC Strategy Development 980 00 BSC SD Post Implementation Assistance 840 00 GVI 8 Records 1 to 7 of 7 Adding a new Product Group To add a new product group to the database click the New icon in the top right hand corner or select New followed by Product Group from the menu The new product group screen will open in a new window Enter a Summary plus any other optional details and click Save Deleting a Product Group To delete a product group open it by clicking on its name in the list then click the Delete button and confirm Please note deleting a product group will also delete all products within the group Adding a new Product to a Group To add a new product to the database click the New icon in the top right hand corner or select New followed by Product from the menu The new product screen will open in a new window Enter the product details select a Product Group and click Save Gold Vision 6 4 Administration Console Guide page 39 of 64 Z GOLD D VISION Products gt Foreign Currencies The Gold Vision Quotation and Product system is fully multi currency Any number of foreign currencies with exchange rates can be added to the system To view and manage foreign currencies select Products then Foreign Currencies from the menu Click New to add a currency Gold Vision Administration Console Home Uses Interface Foreign Currencies New Name Currency Symbol ISO Code Exchange
61. ng User Defined 4 Text on the field and dropping the field in to an User Defined 5 Text empty space on the screen User Defined 6 Text User Defined 7 Text Adjusting fields currently on screen Administrators can select the appropriate field from the On screen list and adjust the field position on the Screen Layout using drag and drop functionality Once the displayed field has been selected it will be highlighted in green and can be positioned as required Header The Account Name field is a mandatory field that Main Phone X can not be removed or ALL MES j EL X positioned Primary Contact Phone x Web Site X Account Manager X Alert x Gold Vision 6 4 Administration Console Guide page 14 of 64 Z GOLD D vision Removing existing fields from Screen layout To remove an existing field simply click the red cross on the right hand side of each field This will result in a prompt to confirm the removal Account Mame Main Phone Clicking the red cross Primary Contact Main Fax will remove the field Primary Contact Phone Web Site Account Manager Alert Windows Internet Explorer i 2 Remove this field Configuring fields from the Field Details screen et Det Ur eid 1 Tar on aut wet Ge ue on displayed in the Field Details section Screen Label Screen Label users can configure the Details Tooltip name of the field Details Tooltip shows details of what the field represents this text will be
62. ng the checkbox you can modify access edit or delete abilities across Gold Vision items User Access Options Use this screen to customise Gold Vision access by Team You can configure which areas of the product users have access to including edit and deletion rights Please note that changing options under the Gold Vision section may affect your licencing limits When you are finished click Save to update the changes Gold Tracker amp Gold Vision Git Admin Console Accounts Contacts Emails Activities Appointments Profiles Reports Dashboards Leads Outlook Sync E m M Access V Access V Access V Access V Access V Access V Access V Access V Access V Access V Edit V Edit V Edit V Edit V Edit V Edit V Edit V Edit V Edit V Delete V Delete V Delete V Delete V Delete V Delete V Delete V Delete V Delete Northern Sales 4 V Access V Access V Access V Access V Access V Access V Access V Access V Access V Access V Edit V Edit V Edit V Edit V Edit V Edit V Edit V Edit V Edit V Delete V Delete V Delete V Delete V Delete V Delete V Delete V Delete V Delete Southern Sales 5 V Access V Access V Access V Access V Access V Access V Access V Access V Access V Access V Edit V Edit V Edit V Edit V Edit V Edit V Edit V Edit V Edit V Delete V Delete V Delete V Delete V Delete V Delete V Delete V Delete V Delete Gold Vision 6 4 Administration Consol
63. nts a user s main team However users can be added to multiple teams under what is known as Secondary Membership Users can be a member of many teams The important impact of adding a user to a team via Primary or Secondary membership is that they will be able to see that team s accounts and sub items under their team lists For more information on security and teams please see Appendix A Gold Vision Administration Console Home User Interface Settings Users Products Integrations Alerting Data Documents LiveUpdate Help Teams New Type Summary Details All q 2 Administrators Admin users 3 Northern Sales Gold Vision Northern Sales Team 2 Southern Sales Gold Vision Southern Sales Team a Support Gold Vision Support Team 2 Telesales Telesales Campaigns Team Records 1 to 5 of 5 The Team Edit Screen The team edit screen contains two fields Summary this is the name of the team as it will appear in Gold Vision Details optional notes about this team To add an existing user to the team via Secondary Membership click the Add button and select the user from the list that appears To move a user between teams via Primary Membership edit the user from the main View Users list change their Primary Team and click Save Gold Vision 6 4 Administration Console Guide page 8 of 64 Z GOLD D VISION Users gt Team Memberships A more visual view of user team memberships can be obtained by selecting Users the
64. o save field changes back to the database Applying changes to screens Update Changes to screens will only be registered if the save vpuur is seiecceu irum uie bottom of the Screen Design highlighted below Message from webpage save your layout changes Clicking Close will close displayed to confirm Gold Vision 6 4 Administration Console Guide page 17 of 64 The Save prompt will allow you to screen designer without saving any changes a prompt will be GOLD D VISION User Interface gt List Design Columns and Headings The List Design allows you to configure the items that will be displayed within a list view of Gold Vision information plus the default columns selected and list sort order An additional column can be added to some lists to provide additional searching space The screenshot below shows an example of a configuration screen for Accounts To open the list design screen select User Interface then List Design from the menu then select a Gold Vision item type The following screen will appear this is Contacts Gold Vision Administration Console Home Uses Interface Settings Users Products Alerting Data Documents LiveUpdate Help List Design Contacts Using this screen you can configure the default list that appears to Gold Vision users You can also control the list of options that are available under the Optional Headings for each column Back to list menu Select List ntact op
65. of type support remains open for more than 24 hours an alert to a support manager might be generated The following examples Account on Support Hold Account becoming Customer Support Activity open for more than 5 days Licence Key about to Expire Creating a Project when an Opportunity is Won Gold Vision 6 4 Administration Console Guide page 61 of 64 Fae SOLD E24 VISION Appendix D Example Mail Tracking by Clients type The Mail Scanner in Gold Vision 2009 allows a variety of different mail systems to be scanned The examples below show typical set ups for each type Redemption CDO This is the conventional email setup as used in previous versions of Gold Vision The server name will be an Exchange server and the alias as can be found via the Exchange management console or Active Directory Users and Computers Mailbox Connection String Connection Type CDO Redemption library Server Host Name or IP Address vulcan Username Exchange Alias fred mith Exchange Web Services Mailbox Connection String Connection Type Exchange 2007 Web Service Server Host Name or IP Address https vulcan esteira lacal ews exchange asmx Username Exchange Alias fredsmith volcano com Web Service Username Optional Web Service Password Optional Exchange 2007 and above offer Exchange Web services as an interface This may prove more flexible over distributed networks The EWS configuration path wi
66. ole Guide page 29 of 64 J GOLD da VISION LN Ww Custom Reports Custom reporting files may be created using the SQL Reporting Services Designer tool or may be created by your reporting specialists or by Gold Vision support They may be added to the Gold Vision user interface using the following options Gold Vision Administration Console Home Userlnterface Settings Users Products Alerting Data Documents LiveUpdate Help Custom Reports This screen can be used to add custom RDL reports to the Gold Vision Reports list To upload a new report browse to it below enter a name and system area and click upload The system area is used in line with user access options to limit access based upon Gold Vision item area To prevent Gold Vision from using a Shared SRS Connection when running the report uncheck the Use Shared Connection option Upload Report RDL File Report Name Report Area Accounts Y Use Shared Connection Item Report Upload Existing Reports A AccountLastUpdated rdl 16 07 2009 10 22 31 x El ActivitiesByDateGantt rdl 08 07 2009 14 40 44 x A ActivityDashboard rdl 08 07 2009 15 40 59 x E ActivityNotesSummary rdl 08 07 2009 15 45 22 x A CampaignProgress rdl 08 07 2009 15 51 36 x A DuplicateAccounts rdl 08 07 2009 15 56 30 x A DuplicateContacts rdl 08 07 2009 16 00 03 x A MonthlyPipeline rdl 08 07 2009 16 06 13 x E OpportunitiesLastUpdated rdl 08 07 2009 16 10 48 x E Oppor
67. on Live Update system From here you can dgu all available updates to ensure you are on the latest version Please note that if you have ay C heck for new u pdates wv updates v Check for updates Automatic Notifications When automatic notification is turned on Gold Vision will check if new updates are available shortly after the administration console is loaded If updates are available a reminder will appear linking to them It is recommended that notifications are enabled to ensure Gold Vision is up to date Live Update Notifications Enabled v Enable update notifications Check for updates Click this link to check for updates If updates are available please follow the on screen instructions Turn on update notifications When turned on Gold Vision will check for updates when the Administration Console is loaded and reports to the user if any are available Important Note By default Gold Vision Live Update attempts to access the internet via port 80 on the server If the Gold Vision server uses a proxy server to access the internet the address of the proxy can be configured in the Global Settings Gold Vision 6 4 Administration Console Guide page 35 of 64 Fae SOLD E47 VISION Settings gt Logging gt View Logs To view a list of all Gold Vision logs select Settings then Logging then View Logs from the menu When the Logs page is opened it will look similar to that shown below You can search fo
68. ook View a list of Contacts Appointments and Activities synchronised to Outlook Data gt Lead Management The Lead Management module provides an ideal environment for working on data outside of the main Gold Vision system For example you may wish to keep a number of lists for marketing and lead generation purposes However this data may not be in a state of accuracy structure or completion where it can simply be loaded into the full CRM environment without compromising the existing data and potentially triggering duplicate alerts Typically this data may have come from a source e g web enquiry form exhibition list etc where that data may be incomplete and requiring qualification prior to inclusion in to Gold Vision Please contact your Account Manager or the Lead Management User Guide for more information Gold Vision 6 4 Administration Console Guide page 53 of 64 Z GOLD D VISION 8 Documents Gold Vision can generate Word documents from almost any item by using predefined Word Template dot files Templates are also used when running letter based mail campaigns The template file may contain Gold Vision tags which are substituted with the corresponding item data when this feature is initiated There are several template types which are used depending on the area of the product from which the feature is initiated Documents gt Template Settings This setting determines the default template share in which Gold Vis
69. partment Job ritie CHANGE SERVER NAME Exchange Server E Exchange Alias EXCHANGE ALIAS NT Account ESTEIRODEMO 1l Administrator ecce Basic Access Password Last Scanned Template Folder Phone System Not Set lt Phone Country UNITED KINGDOM v Prefix for outside line International Code 44 International Prefix 00 National Prefix 0 a Non Sales User C Access Preferences v Use Word Mail Merge Disable Mad Sync C Mobile Access 7 Csere Ostete cose Team Access Depending on a User Role you may wish them to see all areas of Gold Vision or restrict their view across the system Unwanted or restricted areas may simply be un ticked for that Team This also has the added benefit of simplifying the users view of Gold Vision unwanted icons and menu options disappear see bottom right screenshot Meo id ir Gol iion d aos w X P w Mtpflecaihost Gold Gold Visi Gk A a adhan Adniritrstion Conso R D g m Use this screen to customise Golf Vision access by Team J Gold Vision Microsoft Internet Explorer je x Team Name Access Options Administratars 0 T Ee scoot a E e 2 3 Peach o dteete H DA sold Vison Admintstrat Managers 2 INN ost Contacts Benais Elate Elagpontnent ess dE hetp iflocshost jackd vmon gol vinions eps Sates Users 2 atow Cete a a Support 2 tow Deine d El 4 E Bese Function
70. ptions here which allow you to merge the following associated items Merge from Account to Account Merge from Contact to Contact To merge items use the Source and Target search lists to locate the parents of the items you want to merge A wildcard can be used to search within the item names Once you have selected the specific items you wish as Source and Target in the lists you can use the check boxes to determine which sub items will be merged Clicking Merge will execute the process Data Undelete If a user with rights to delete items from Gold Vision deletes an item this simply adds a deleted marker to the record s and removes it from the view Administrators may recover these records Select from the menu the relevant item or sub item that you wish to undelete and filter down to the required item Click on the Undelete icon to the right Selecting an item will undelete the sub items for example undeleting an Account will undelete all sub items at the same time Data Apply Script This allows you to run a script provided by Gold Vision Support without requiring direct access to the server and SQL tools Gold Vision 6 4 Administration Console Guide page 52 of 64 P GOLD D VISION Data gt TPS Import Select and upload a TPS Telephone Preference Service file to upload to your Gold Vision Data gt Import Download the Data Import Client Please see your Account Manager for more details Data gt Outl
71. r particular log files by name or the modified date they are shown by default with the most recent first To view a log click on its name The log will be opened in a new window Gold Vision Administration Console Home Uses Interface Settings Users Products Alething Date Documents LiveUpdate Help Logs m GoldScheduleLog_2009 08 03 txt Windows Internet Explorer Ww ey n ttp meteor 3c on Ad J0ldVisionAdmin aspx page openlog amp filename GoldSchedulel p X 9 Googie File File Edit View Favorites Tools Help wim Favorites X i Gold Vision User Forum GJ linkedin Home Outlook Web Access Q v Pager Safety Tools v v n E GoldScheduleLog 2009 08 03 6xt MailScanner_2009 08 03 b GoldVision 2009 08 03 t6 t GoldScheduleLog 2009 08 02 txt GoldScheduleLog 2009 08 03 b t 289128 Started Gold Schedule 2 5 3499 28630 main processing with ID 317289128 Logging level MailScanner 2009 08 02 t 009 08 03 00 00 1 317289128 Event launched Alert Scanner Monitor Alerts with id FABFBA69 BC5F 4924 B25D OBS3EBSD GoldScheduleLog_2009 08 01 b 2009 08 03 00 00 12 317289128 Finished main processing Mul cosner 2000 00 00 Pd 3 00 436624441 AQ 009 08 03 00 436624441 Started Gold Schedule 2 5 3499 28630 main processing with ID 436624441 Logging level GoldScheduleLog 2009 07 31 txt 009 08 03 00 1 Finished main processing MailScanner_2009 07 31 b 2009 08 03 00 01 14 330216810
72. s Gold vis L Gout vis spans 227 amp 0 9052 i ppot tiv L A Ac Lin Recent Evert aa d Arc n Records 1 to 4 of 27 Gold Vision 6 4 Administration Console Guide page 58 of 64 GOLD D vision Account Membership Memberships provide more than a security role Attached members may also be assigned a role so that your Users can see who the relevant users are if they call in for example Naturally the roles are definable by you Carrying on from the previous example Phil is assigned as the Sales Contact for this Account Harrods Ltd Gold Vision Microsoft Internet Explorer m Edit Undo Close Main Phone 44 0 207 7730 1234 e Main Fax G Web Site e Alert Mot Set 9 Account Mame Harrods Ltd Primary Contact James Su Primary Contact Phone 44 0 207 7730 1234 K KA Account Manager Charlie Members v Description Role Created By Owner s Team Please select Gold Vision Microsoft Internet Explorer Administrators Charlie Please select a User or Group below to add to this item Charlie Charlie Cliff Charlie Phil Technical Manager Charlie Owner Member role Sales Contact v Not Set Product Specialist Project Manager Sales Contact Technical Manager Alison Sales Contact Records 1 to 4 of 4 Bill Charlie Cliff Demo Jane
73. s 1 to 7 of 7 Click on a product to open for editing existing Product To edit an existing product click on its name from the list The product edit screen will open in a new window Make any changes necessary and then click Save The Product Screen allows for the inclusion of user defined fields and is editable through the screen designer see page 13 Gold Vision Administration Console Home User Interface Settings Users Products Alerting Da Documents LiveUpdate Help Product BSC IM BSC Implementation Management Name BSC Implementation Management Product Group Business Systems Consulting Base Cost 490 00 Code BSCAM Base Price 980 00 Supplier Esteiro Business Solutions Limited Tax Code S Standard 15 00 x Discount 96 0 00 Created By Charlie Shaw Updated By Charlie Shaw Created Date 2004 01 20 13 02 12 Updated Date 2007 11 26 10 17 51 Uni Adding a new Product To add a new product to the database click the New icon in the top right hand corner or select New followed by Product from the menu The new product screen will open in a new window Enter the product details select a Product Group and click Save Deleting a Product To delete a product open it by clicking on its name in the list then click the Delete button and confirm Moving a Product between Product Groups To move a product between product groups open it by clicking on its name then choose a new Product Group from the drop
74. s process and work flow Very often a business process will require that one person is aware of activities by a colleague in another team or that users need to take actions in response to those activities The Alerting module allows Gold Vision to support such processes This section of the guide explains the key areas of setting up and managing alerts Appendix D contains a number of example alert configurations for common examples Creating and Configuring Alerts Alerting in the Administration Console allows the design Te eH paanan configuration and management of alert definitions To view and configure alerts select Configure Alerts from k the Alerting menu View Alerts This will display a list of the existing Alerts in the system with their Types and Status Those alerts which are Active i e they will fire if the criteria are met are indicated with a V in the Active column New Alerts can be created by clicking the New button at the top right of the list Configure Alerts New Title Type Description Creator Last Modified Active Delete Select a date sar o Support Hold Notifica On Save Alert Account Tim Beresford 16 05 2008 16 02 52 x Support Expiry in 1 Reminder Alert Account Reminder Mark Vernon 16 05 2008 16 03 15 xX New Support Issue Custom Item Mark Vernon 16 05 2008 16 03 30 x Licence Key Expiring Reminder Alert Profile Reminder Mark Vernon 16 05 2008 16 04 10 x Records 1 to 4 of 4 E
75. seen Field Type when you hover over the field on the live Mandatory New Existing screen Editable Field the default label of the file within Iv Everyone the SQL database non editable Titer Owner amp Admin item Owner s Team amp Admin Type type of field e g Text box Drop until Integrated with 3rd Party System Down Date Check box and Number C Administrators only No one Read only Mandatory set the field to be Administrators v mandatory for new or existing items x available for all field types Editable set permissions for editing Move this Field fields available for all field types To move this Field simply drag and drap it on the screen to a new empty location Field Details User Defined 1 Text Advanced options allow users to Width configure the size of the width of each 48 Standard Iv Set field Icon Gold Vision 6 4 Administration Console Guide page 15 of 64 Z GOLD D VISION Configuring Drop Downs In addition to the existing text field options Drop down fields allows users to set the drop options for that field as well as being able to define parent dropdowns i e where the drop options in this field are dependent on drop selections made from the parent dropdown Drop Options Advanced Cre teas M quadrans a A ace Screen Label Active Visible In Active f Unused B usgmess Class IT Web Des gn A us omer r Details
76. sion can be configured to integrate with your phone system A list of existing phone systems is displayed below To add a new system click the new button below To select a phone system for a particular user open the user record from the Users menu Summary Type In Use Number of Users Delete AJI 222 Charlie Address 2 ActiveX Control v 1 x 225 Tim Address 2 ActiveX Control v 1 x 226 Usmaan Address 2 ActiveX Control v 1 x 227 Steve Address 1 ActiveX Control v 1 x 228 Mark Address 2 ActiveX Control v 1 x 229 Jiggy Address 1 ActiveX Control v 1 x 230 Nikki Address 1 Activex Control v 1 x Asterisk ActiveX Control 0 x Avaya IP Office Activex Control 0 x Business Communications Manager ActiveX Control 0 x CallBridge ActiveX Control 0 xX Gold Vision Dial Control Tester ActiveX Control 0 HUD Tapi ActiveX Control 0 x Nortel BCMSO Ext 221 ActiveX Control v 1 x To Add a new Phone System click on Add Phone System The New Phone System window will open You can then either select from the phone systems currently installed on your machine these will be detected automatically by Gold Vision or you can enter the name of the phone system manually Gold Vision Administration Console Windows Internet Explorer m m New Phone System Please enter the name of the new phone system or select it from the list below Select phone system Enter Manually v Enter phone system manually
77. sseatucutsuseuccovessesatueassce tesmsustusemueseeeatemonectneus 62 ugs TP 63 REMO CDO BIBFIEW sioi99359939999299009999099599 599992990 69 99909000 949 00 0099959994 9 9290 00 80 949 9099 099 9 99909 63 Gold Vision 6 4 Administration Console Guide page 2 of 64 Fae SOLD E44 VISION 1 The Gold Vision Administration Console The Gold Vision Administration Console provides the tools to configure Gold Vision to your organisation s requirements and manage ongoing changes You may access the Gold Vision Administration Console from the Gold Vision Tools menu or use Internet Explorer to go to http goldvisionservername gold vision admin The Gold Vision Administration Console is only available for use by authorised Gold Vision administrators Navigating the Gold Vision Administration Console On opening the Gold Vision Administration Console the Welcome screen will be displayed This is designed to provide status information and a logical setup approach for Gold Vision Gold Vision Administration Console Home User Interface Settings Users Products Alerting Data Documents LiveUpdate Help Welcome to the Gold Vision Administration Console This console enables the system wide configuration of Gold Vision as well as providing a number of tools for the maintenance of users and data Please select an option below or from the menu above to begin configuring the Gold Vision sy
78. st number will be 00101 Select New Items if you want the reference number applied select Optional if you want a prompt to add a reference number or not and select Add to Summary to prefix the summary of the new item with the reference number Click Apply to put any changes into place Gold Vision 6 4 Administration Console Guide page 22 of 64 Z GOLD D vision User Interface gt Categories Categories are ideal for the searching and analysis of Gold Vision items They may be assigned to different item areas in Gold Vision so that users do not see irrelevant category options Furthermore they can synchronise with Outlook Categories that match the Gold Vision Categories This allows field based users for example to write notes and categorise their off line Outlook appointment records for synchronisation back into Gold Vision for reporting Add New Category 5 m o o 2 oU D 5 s lt lt lt lt lt ARARAAARA KR A Adding a Category Type a new category description into the category add field Click on the Add button The category will appear in the category list below To add the category to a item areas click on the icon to the left of the item columns To remove the category from a item areas click on the icon to the left of the item columns To add all categories to individual item areas click on the icon in the item columns To remove all categories to individual item areas click on the
79. stem You can reload this guide at any time by selecting Help then Setup Guide from the menu Gold Vision Setup Guide Gold Vision Updates User Management There are updates for Gold Vision Setup Users and Teams Teams Users Team Memberships View Available Updates S User Interface Licencing Configure Global Item Names Screen Design Labels and Layout List Design Columns and Headings Setup Automatic Reference Numbers Configure Categories s System Alerts f S sl p Help Security Configure Gold Vision Account Security Online Hel e User Guides Control Access Area by User Team S sS The Gold Vision licence is up to date No system alerts Integration Mail Tracking Exchange Integration Email Send Settings SMTP SQL Reporting Services Phone System Integration K Documents and Templates Configure Templates Store F Configure Document Store Remote Access Setup Remote Access i Gold Vision Mobile F Data Management Import Data E Merge Accounts Merge Contacts T Product Management Products Product Groups Currencies Price Lists Tax Codes ision Logged on as Charlie Shaw M m J Trusted sites Protected Mode On Please note that data import is managed using a specialist tool Selecting the Import option in the Data menu w
80. t to understand that Gold Vision follows a consistent security model if a User is not given access to a Team Private Account it will be invisible to them This means it will not show up on any of the list screens However if a user tries to create an account with duplicate information then Gold Vision will warn them that there is a potential duplicate Account or Contact and provide the name of the current Account Manager to speak to Gold Vision 6 4 Administration Console Guide page 57 of 64 Z GOLD ted VISION User Teams Users belong to a Primary Team which is used to determine the areas of Gold Vision that they see They may also be attached to additional Teams to gain access to Accounts where that team has membership The Primary Team is visible on the User Record below left and on a Team Memberships view below right In this scenario Phil is a Primary Member of the Support Team but let us assume that he is in a Pre Sales Support Role If security is enabled Accounts that are visible to users in the Sales Team are also visible to Phil gt Gold ision Ad onsole Windows TIBET IG http localhost page UserttItemID 1e44e93d c4e8 4f a z ee meee 2 ORE re Sr pct G 7 hirp fiocalhos jGold MieornivdmindGoidh sionAdmn asp w X Pp WBE Gold Vision Administration Console a D ee Gio First Name Gold Visior Last Name Administrator Primary Team M Email sup Phone 01858 648 030 Mobile De
81. tails Summary Details Head Office Regional Office The search returned no results Parent Organisation Subsidiary or Division Sister Organisation Joint Venture Partner Investor Venture C Investment Company Add Option The options that are currently available in the dropdown menu are shown on the left under Active Options Any options that are not currently being used in the dropdown menu are held under the InActive Options These options are known as Deactivated options To edit an option simply click the Summary name A new window will open shown below and the details can be edited as required The Summary and Details of the dropdown option can be changed and the option can be Deactivated or made active Once any changes have been made click Save to save the details The order of the items ina dropdown e http tornado page DropOption amp ItemID 1875a8d4 f2d2 list can be defined using the Order After option To set the position of an item in a list select the item that you ned want the open item to be placed after EE and save the item Deactivate NO Edit the option details and click Save Summary Head Office Save Close To add a new option to the dropdown menu click the Add Option button and enter details into the fields of the New Option window Click the Save button to store the information Gold Vision 6 4 Administration Console Guide page 20 of 64 A
82. ted by a user Reminder Alert Reminder alert based on a date or state field Custom Item Custom item from the New menu Email Receipt Alert gt Alert on email receipt You can then select which Gold Vision object you wish to create your alert for On Save and Reminder Alerts are available for Accounts Contacts Opportunities Projects Profiles and Activities all types Custom Items can be created for Accounts Opportunities Projects and Activities Gold Vision 6 4 Administration Console Guide page 47 of 64 GOLD D vision Please select an alert template z Back Description Tvpe Account On Save Alert Activity Account On Save Alert Activity Contact On Save Alert Activity Opportunity On Save Alert Activity Project On Save Alert Contact On Save Alert Opportunity On Save Alert Profile On Save Alert Project On Save Alert 9 Records found After selecting the object type you want an Alert for the New Alert screen will open as below This allows you to input an Alert title which will appear if a user is alerted in Gold Vision as the Alert text any Notes then to add conditions and actions to the Alert Gold ision Administration Console Windows Internet Explorer Configure Alert Insert Title Here Alert Type Account On Save Creates by Tim Beresford on 16 05 2008 Alert Text Account on Support Hold Th displayed fo user when alert Ares Notes Account Alert Con
83. the same as for the CDO Redemption client but the remote server will have the actual mail scanner component installed on it The last line of the configuration shows the remote server name and port number The remote component would need to be installed and configured on the remote server Gold Vision 6 4 Administration Console Guide page 64 of 64
84. ton as appropriate If the item needs to be moved more than one place just click the move button again User Interface gt Drop Downs This functionality duplicates the functionality available from within the screen designer but is useful when making changes to a number of dropdown options at once or where you want to edit Link Relationship dropdowns which are not displayed on screens To configure drop down items select User Interface then Drop Downs from the menu The Drop Downs section opens a list of all of the dropdown menus in Gold Vision similar to that shown below The list shows the screen label of the field its reference the details and the item it belongs to To edit a particular dropdown menu click its name in the list Screen Label Reference Code Home Uses Interact Documents LiveUpdate Heb Drop Downs Details Reference Account Alert AC_FLAG Industry Account Industry AC_INDUSTRY Key Account Level Account Type 3 AC_LABEL Hierarchy Account Type 4 AC_LEVEL Account Relationships Account Relationships AC_RELATIONSHIPS Account Source Account Source AC_SOURCE Gold Vision Item Name Gold Vision 6 4 Administration Console Guide page 19 of 64 I coo is VISION A screen similar to that below will open In this example the window shows the Account Relationship dropdown options Select an option from the list to edit or move it Active Options Inactive Options Summary De
85. tunitiesNextActivity rdl 08 07 2009 16 18 26 x A OpportunitiesOverview rdl 08 07 2009 16 43 29 x A OpportunitiesRecentEvents rdl 08 07 2009 16 51 11 x amp ProjectOverview rdl 08 07 2009 16 53 55 x amp ProjectsLastUpdated rdl 08 07 2009 16 59 33 x A SalesByMonth rdl 08 07 2009 17 02 59 x al SalesConversions rdl 21 07 2009 14 00 25 x Ea SeminarOverview rdl 08 07 2009 17 12 16 x Gold Vision 6 4 Administration Console Guide page 30 of 64 Z GOLD b vision Settings Mail Tracking This screen provides the details of the main Mail tracking options Gold Vision Administration Console Home Uses Interface Settings Users Products Alerting Data Documents LiveUpdate Help Mail Tracking Settings The settings below are global controls for the mail tracking process In addition to these settings mail tracking integration must be configured per user under the Users section Apply MailScan Reset Select a date E Email Scan Exclusions janetmrob aol com Internal Email Domains esteiro co uk gold vision com rsteiro co ul Mail forms information Store Attachments In the database Externally as files Open Attachments Through browser HTTP Using temp share UNC Internal mail tracking option Never Matching mask Post Scan Procedure Apply MailScan Reset To force the mail scanner to scan back to a PP l specific date set it here and save Domain names which will be excluded from the mail scan Format domai
86. xisting Alerts can be edited from this screen by clicking the Alert title to open it up Alerts can be deleted from this list by clicking the X icon on the right hand side Gold Vision 6 4 Administration Console Guide page 46 of 64 P GOLD D VISION Types of Alert There are 4 types of Alerts that can be configured i On Save Alert When a Gold Vision item is saved if specified criteria are met then an alert can fire ii Reminder Alert If an object does not change for a specified amount of time an alert can fire iii Custom Item Custom items can be added to the homepage New menu resulting in the creation of a certain object with defined fields already set iv Email Receipt Alert Alert which will fire when emails are received which meet certain criteria In addition to this there are also Note Reminders which can be set when creating a note and will alert the creator of the note at the relevant point and Due Date Alerts for Activities which will alert the Owner of the Activity at the time and date as set in the Due Date field These two types of Alert can only be created through the Gold Vision user interface When a new Alert is created you will be presented with the choice of which type of Alert you want to create from the three choices above see screenshot below Click on the type of Alert required to proceed New Alert Please select an Alert type On Save Alert 7 When an item is added or edi
87. y from either All Team My Favourites or Dormant the latter only for Accounts and Contacts Column Widths Click on the or buttons to increase or decrease the relative widths of the columns on this list Gold Vision 6 4 Administration Console Guide page 18 of 64 MEM co M4 VISION Home Uses Interface Settings Users Products Alerting Dats Documents LiveUpdate Help List Design Contacts Using this screen you can configure the default list that appears to Gold Vision users You can also control the list of options that are available under the Optional Headings for each column Back to list meny Select List ntact hd Optional Column Headings Not displayed Displayed Tite Name Account Job Title 3il Preferred 00 TG Email 1 Contact Phone l 3 3 Esteiro Relationship Optional Column Headings Shows which fields are available for selection and searching on in this list You have two lists Displayed and Not Displayed The items highlighted in red are the default fields that will be displayed when viewing information in a list view These will be as selected above Update the items between the Not displayed and Displayed lists by selecting an item and clicking either the Add Selected or Remove buttons The item will move across to the other list In the Displayed list items can be arranged to appear in a specific order To move an item up or down the list select it and click the Up or Down but
88. y default when creating quotations To view a list of tax codes select Products then Tax Codes from the menu If tax codes are not required are exempt or are zero rated then there are appropriate tax codes for this Gold Vision Administration Console Home Uses Interface Settings Users Products Aletting Dates Documents LiveUpdate Help Tax Codes New Summary Short Code Tax Percentage Exempt E 0 00 N A N 0 00 Zero Standard Z 0 00 Records 1 to 4 of 4 Modifying an existing tax code Click on the name of the tax code in the list to open the edit screen Make and required changes and click Save Adding a new tax code To add a new tax code either click the New icon at the top of the screen or select New then Tax Code from the menu Enter a summary description a short code and a percentage from O to 100 Deleting a tax code To delete a tax code open it by clicking on its name in the list then click the Delete button and confirm Please Note Do not delete all tax codes or it will not be possible to add and manage products Gold Vision 6 4 Administration Console Guide page 45 of 64 P GOLD D VISION 6 Alerting N B The Gold Vision Alerting module is not enabled by default on installation of Gold Vision Please contact Gold Vision Support to discuss your requirements and get the functionality enabled Gold Vision s alerting functionality is designed to integrate Gold Vision more closely with a client s busines
89. ype Reference Number Expression Auto Digits Accounts ii 0 6 Enabled Optional Add to Summary Activities Account i 1 6 Enabled Optional Z Add to Summary Activities Contact i 6153 E V Enabled Optional V Add to Summary Activities Opportunity 0 6 Enabled Optional Add to Summary Activities Project 0 6 Enabled Optional Z Add to Summary Campaigns 0 6 JEnabled Z Optional Z Add to Summary Contacts il 0 6 Enabled Optional Event Attendees SEM BOOK ATT 0 6 V Enabled Optional Event Bookings 1122 6 V Enabled Optional Events i 0 6 Enabled Optional E Add to Summary Opportunities 0 6 Enabled Optional Add to Summary Profiles 0 6 Enabled Optional Add to Summary Projects xi 0 6 Enabled Optional Add to Summary Quotes 4XOP 4QUOY AC 5 1291 E V Enabled Optional V Add to Summary Reference Number Tags Auto number based upon auto 1 AC n First n characters of Account name 1 5 US User initials TM Team initials D Day 2 digit number DAY Day name first 3 characters DOY Day of Year 3 digit number M Month 2 digit number MON Month name first 3 characters Y Year 2 digit number excluding century YY Year 4 digit number including century H Hour 2 digit number 24 hour clock N Minute 2 digit number S Second 2 digit number 1 AC Auto number from the parent Account ACT
90. ystem The Subsequent values should then be entered as the local on the server and remote for the user locations of the attachment location e g c program files Esteiro GVAttachments and SERVER GVAttachments Internal mail tracking options These will only apply if Gold Vision users are also present as Contacts in Gold Vision e Never Default option Emails which are purely internal to the company are not tracked e When matching expression mask If the email subject matches the regular expression below the email will be tracked e Always internal emails are always scanned Gold Vision 6 4 Administration Console Guide page 32 of 64 Papp SOLD E44 VISION Settings gt SMTP Settings Gold Vision uses an existing SMTP server when it needs to send emails on the users behalf e g for Alerting or Note broadcasting This screen allows the details of this server to be configured Gold Vision Administration Console Home Uses Interface Settings Users Products Aleiing Data Documents LiveUpdate Help SMTP Settings In order to allow Gold Vision to send emails a valid SMTP server is required Use the fields below to define an SMTP server Gold Vision sends emails as part of the Alerting module as well as for note broadcasting SMTP Server Port Username blank for anonymous Password e eeeseeccece Use SSL Yes No Default Sender Address Gold Vision Notes BroadcastQesteiro co uk Test Email Send Test Ema

Gold-Vision 2008 Administration Console Guide

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