Gold-Vision 8
|
Previous Releases
|
Latest Fixes
|
How to upgrade to the latest release
|
Gold-Vision 8
|
Previous Releases
|
Latest Fixes
|
How to upgrade to the latest release
|
Loqate API
Small hotfix release, updated connection to loqate API
Loqate Geocoding API
Changes to update Loqate Geocoding API address in the back end
Customers can now geocode internationally.
The new Gold-Vision Adobe Sign integration allows you to create, send and view eSign documents from one place, and comes pre-installed in the latest release, all you need is an Adobe Sign account, and you’re ready to get started. Find out more
We have added a new dialog and action to record a purpose against contacts and leads in order to specifically define their original and on going relationship. This creates a new entry in the privacy log. The removal date against the contact/lead is automatically updated from the removal date of the privacy log entry (if later than the existing date). Note - this is an Admin user function for users who have access to the Privacy menu.
Users can now select a Removal Date Mode for a purpose.
The options are "Created date" and "Now" and will affect when the removal date in the privacy log is set based on the selected option. When Recording a purpose against a contact or lead the Removal Date Mode is taken into account when setting the removal date.
Users can now select an event type when the interaction type is event attendee. Changing an anonymous attendee to a contact or changing contacts now inserts to privacy log for new contact if a rule matches.
Users can now see the "opted in" status of a lead from the top level lead management list. This field is automatically present in the top level leads list and can be filtered. It is not present on screens.
Users can now see the date a lead or contact opted in against the list. In the top level lead and contact list a "Connect Opt In Date" field is now present that can be filtered. This field is automatically present on the lead list and can be list-designed onto the contact list. The date is set for all newly synced opt-in data from Connect and is set to the current date and time at the time of syncing.
Against a campaign stage a new field has been added to "Only include opt-in recipients". Note: the field will need to be screen designed onto page)
The default option (including when the field is not on screen) is No. When set to Yes only recipients that have opt-ed in through GV connect will be included in the stage as recipients.
When a contact un-subscribes their opt-in status is now also revoked.
This is an on-premise only single hotfix release for a document permissions issue.
Gold-Vision, as with other business software products, will be one element of your GDPR strategy. After completing a data audit and identified your sensitive and personal data, lawful basis for processing and purpose for holding contact data, you will want to map these processes and build privacy rules in Gold-Vision.
We have released functionality to allow you to:
• Identify and set your personal or sensitive data fields
• Define your data purpose – using lawful basis for processing and retention duration
• Configure privacy rules
• Monitor and manage – Subject access requests and erasure requests
Additional functionality will be available in future releases.
In addition to searching by Account Name and Contact Name in a Contact Activity you can also search by email address and mobile number.
Take a look at our list of recent fixes to Gold-Vision, classified by product area for quick identification. See fixes
The way Gold-Vision handles numbers has been updated to enable future support of global numeric formatting. Users will not see any changes to their Gold-Vision.
Take a look at our list of recent fixes to Gold-Vision, classified by product area for quick identification. See fixes
Take a look at our list of recent fixes to Gold-Vision, classified by product area for quick identification. See fixes
Gold-Vision can now be integrated with LiveChat. Display CRM information in your chat window to create a full picture of your chat visitors. Create new records directly from a chat and see all chat transcripts immediately imported in Gold-Vision. See more
Take a look at our list of recent fixes to Gold-Vision, classified by product area for quick identification. See fixes
Standard Gold Vision security functionality has been extended to Events and Campaigns this will;
1.Provide Gold-Vision administrators with the capability to restrict user access to Events (and all related sub Items) and Campaigns (and all related sub items) via Owner Security functionality.
2.Provide users with a consistent selection of options for securing the item via the standard security drop down (i.e. via the Public, Private and Team security options)
3.For items referenced against an Event or Campaign, continue to ensure they are correctly managed by Account Security (for example, Accounts/Contacts attending an event or Opportunities linked to a Campaign)
The security dropdown is only available against the top-level items but applies to all child items, so you can only add the drop-down to the Seminar, Marketing Campaign and Marketing Source items
Security is only applied to the top-level lists, not the sub-lists within items therefore in the top level list the item will not appear however with in a sub list the item will appear but once it is click access will be denied
The security field has been added to the following objects:
Additional user defined fields are available in the following areas:
Additional user defined fields are a feature of Gold-Vision 7.1. This will provide significant flexibility for users who need more than the current allowable fields and means you can develop your Gold-Vision to suit your team requirements.
There is no limit on the number of additional fields that may be added to an object, although please note that large numbers of fields may adversely affect Gold-Vision Performance.
Fields of the following data types are available to be added:
Currently, the following objects can have additional fields of any type (above) added to them:
Please note - currently, the following objects cannot have additional fields added to them.
Additional user defined fields are available in the following areas:
Please note - Additional user defined fields are not available in the following areas.
Each of the following objects now has 10 UD pages available:
Price Lists are now available to view from Gold-Vision and don't require GV Admin access.
Users are now able to set a security level on the Contact Preferences (CONTACT_PREFERRENCE_GROUP) field within a Contact in the Screen Designer.
Plus general fixes.
You can include the 'Description' field within Product Sales reports and the Product Description field is now available to use within Product List and Product Sales
If an Account has been promoted from a Lead record, the user will have the ability to view the Lead record and Lead List it was promoted from, against the Account record. 'Lead' and 'Lead List' are now available as clickable fields within the Accounts List view and Accounts Screen Design. Clicking on either the 'Lead' or 'Lead List' field will open a new window containing either the original Lead record used to promote the Account or it will contain the Lead List that the Account was promoted from.
When users create new Email Alerts, they are able to use a custom 'Sender Address' that the alert will be sent from. There is also now a 'Test' button which allows the user to test that the alert can be sent as the specified 'Sender Address'.
It is now possible to email template documents to the record contact by an option on the template document output. This saves users having to copy email addresses from the record manually.
Plus general fixes including:
Searchable dropdowns now work with extension item dropdown fields
Marketing campaigns click-thru list now displays correct details for leads
Touch Point user access control is now on a per-user level (as well as being in a Team with access to Touch Points you will need to check the box for the user)
Back-End Campaign Processing
All campaign processed for 'new' campaigns has been moved to the back end, specifically to the data transfer service. This change has little impact to the front end and is intended to improve the stability and support (it does not improve performance directly).
When performing a refresh in the front end the user will see a typical "refreshing" message but will also be alerted to the fact they can close the window while the work is being carried out. Furthermore, if a user opens a source or stage that is currently being refreshed in the back end, the "refreshing" message will return to the display and the user will not be able to key another refresh until the current process has finished.
DTS Automatic Start
The DTS (data transfer service, which controls Connect transfer and touch point imports) will now automatically start when an attempt is made to refresh a source or stage in the user interface.
Campaign Source Refresh Performance Improvements
Some performance improvements have been made to refreshing campaign sources / stages. Please note that stages containing many sources will still perform refreshes of the sources sequentially and hence users will experience a slower refresh time than for fewer numbers of sources.
A new account can be created for every unknown attendee imported from Eventbrite.
Billing Addresses can now be mapped against the Attendee.
Work Phone can now be mapped against an Attendee.
Follow-Up Delay Details Displayed
Any delays put in place for follow-up stages are now displayed on the follow-up bar in a campaign stage
More Options on Follow Up Days
Follow-up stages rules for "Daily" and "Monthly" now have the option to specify weekdays / weekends only for daily and for the first X-day (Monday, Tuesday etc) of the month for monthly.
The Eventbrite admin settings menu is also available under the admin 'Data' menu
Access to the Settings, Mappings and list of Eventbrite Integrations
Re-import option for events has been moved to the admin console
This is now available in the Data - Integrated Eventbrite Events view
Additional questions from Eventbrite can now be imported into Gold-Vision Events
Fields from Eventbrite can now be mapped in the Admin Console under the Eventbrite - Mapping menu. See the Eventbrite Guide for more information
Additional Fields to Connect Up and Down Sync
Owner now available at Booking level
Images Displayed In-line in Emails
YTD and MTD List Filters
New Campaigns Copy the Current Item Summary
Merge Contact Facility to include Events
When merging contacts in admin console there is now an an option to merge bookings.
Campaign Stage - Recipients - Additional Contact & Account level fields
Run custom SQL script after merge
Multi-select fields to add/remove in list designer.
Re-Assign Contact and Move Event Bookings When re-assigning a Contact with a booking you will be asked if you want to move the booking.
Add Open value to event bookings The "Open" value of a seminar booking is now visible against a list an and item.
Ability to Filter Clicks by Contact Manager The "Contact Manager" field has been added to the Connect clicks main list.
Dashboard Charts - Explicit Date Series - It is now possible to use an explicit date as a series for dashboard charts, allowing for more intuitive analysis of data over a short period of time. The new option appears in the Series Axis section when a date field is selected.
The data is then sorted by explicit date, rather than by the number of the day/week/month/etc as is the case with other date series options
.
Dashboarding - Auto-Filled Date Series - When using a date as a series in a dashboard chart, time periods (days/weeks/months/etc) without any data are now shown.
It is now possible to list-design the Account product-sales list.
Activities now have a new overview list on the Details screen to show combined notes, emails, documents, etc. This replaces the old 'Actions' list:
Items are shown in a scrollable list. Notes and emails can be expanded to show their content by clicking on their bars. Expandable items are indicated by a right-pointing arrow.
When open, the black arrow points downwards. Expanded items can be closed by clicking their bars again, or by clicking the 'Close' link.
Clicking an item's underlined summary will open it in a pop-out window, similar to how the old list worked.
It is now possible to report on the value won, lost, and confirmed against a Seminar/Event against both an item and a list.
Alert templates can now be set and used for Lead Management.
A setting has been added that allows for the Lead Management "Call-Back" functionality to be made publicly available. When set to "public" other Lead Management users can set callbacks for Leads owned by other users. When a callback is set it still appears on the owners To-Do list.
Open the Admin Console Click Data>Lead Management>Lead Management Settings Change the Lead Call-Back Mode
Price List Open/Close State and Start/End Dates
Improved performance of Accounts, Contacts, and Activities lists.
Targets by Product Group / Product
The product group targets are available to be used on dashboards under the "Product Sales" top level list.
Click View > Products > Product Sales from the menu
Click the "Report" tab
Click "Create New Target Chart"
Select a period and target(s) and click "Ok"
Job Title and Country added to Campaign Source Recipients List
Account/Contact References and Contact Mobile Added to Campaign Stage Export
Prompt to Remove Owner when Discarding a Lead
Calendar Print View Obeys Highlight Filtering
Account key sub-list design in Admin Console
Ability to Add a new Integration Link
Ability to edit Integration Link settings
Ability to Edit Integration Link Type (Primary/Secondary)
LabelDefs functionality for extension items (LabelDefExt.xml)
Document Upload - Automatically Create Folder
When uploading a document a folder is now automatically created against the object if required.
Add appointment debugger to GVThirdPartyData service
Go to the Administration Console (please note this is a Gold-Vision Administrator function)
From the menu select Settings > LiveUpdate
Click the Check for Updates link
Follow the on-screen instructions to Apply all updates
Click to Download files
Follow the on-screen instructions to apply the update
If there are any issues applying updates or you require assistance, please contact support.
Please note:
If you are still on version 6, please follow these instructions
If we host your Gold-Vision, it will be updated automatically.
If you have reported an issue with us, we will contact you to let you know when it has been resolved.
Gold-Vision 7 is available and can be applied via Live Update in the Administration Console. Please see minimum requirements below. If you are unsure please check with your Gold-Vision Administrator.
If you are running Gold-Vision 6.6 or above then you can upgrade to version 7 through the Live Update process in the Admin Console.
Open the Gold-Vision Admin Console (Tools > Administration)
Click Live Update from the menu then Check for Updates
Click on the Check for Updates link
A list of available updates will appear
Click the Apply this Update link next to the first update
Follow the on-screen instructions to apply the update
Click Install Update
Repeat this process until there are no more visible updates to apply
If you are running Gold-Vision version 6.5 or below please contact us to arrange your upgrade to version 6.6, which includes the unicode database changes. After this you will be able to upgrade to version 7 as above.
To find out which version of Gold-Vision you are currently running click 'Help' then 'About' from the main menu.
Please note that Gold-Vision Version 7 will require SQL server versions from SQL 2005 upwards and you will need to be running Windows Server 2008 and above.
Gold-Vision can be used on devices running the following operating systems:
Windows 8.1, Windows 8, Windows 7
Apple Mac OSX 10.6 (Snow Leopard) and above.
For Chrome, Firefox and Safari, we recommend the latest updated version.
For Internet Explorer, we recommend IE10 and IE11.
