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Articles tagged "design_portal" returned 160 results.
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Account Portal Management
...modal You can view the Portal at any time by clicking on the View button. Publish the Portal Close modal To make the portal available click on the Publish button....
Portal View – Examples
View the Portal When logging on to the portal users will see the Account and / or Activity details as defined when designing your Portal. For more information on how...
Enable Portal Access
...access to the Portal Enable Portal Access for Contacts Go to the Contact record you want to give access to the Portal Select the Portal Section click on the Edit...
Portal Overview
...on your system. Step by step process Install the Portal Portal Management Configure Account or Activity Pages Style your Portal Configure Portal Settings Enable Portal Access Configure Portal Role Management...
Configure Account Page
In groups select Accounts. Close modal Menu Title – enter a title which will appear in the portal navigation eg. Account. Access – allows you make the space visible to...
Portal Management
...Activities on your Portal To continue the setup please choose from the below links which Portal Page Menu you want to setup Account Page Account Pages are designed to display...
Install the Portal
...your Account Manager to activate a Portal subscription. In Gold-Vision go to the Integrations Storefront and click Integrations. From the integrations list select Portal, Forms and Portal > Install >Continue...
Role Management
...also able to edit existing Groups and Delete them Close modal Close modal Assign a Role to a Page Go to Portal Management and select “Space Designer” against your portal....
Configure Activity Page
In groups select Accounts. Close modal Menu Title – enter a title which will appear in the portal navigation eg. Account. Access – allows you make the space visible to...
Introducing The Gold-Vision Product Feature Portal
...our latest product ideas so that we can focus on developing what features our customers want to see next in Gold-Vision CRM and Marketing. Take me to the Product Portal...
