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Articles tagged "design_portal" returned 6 results.

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Styling

To make it your own you have the ability to style the Portal to meet your brand criteria. For example: you can add a logo, change the font and colours.

Configure Account Page

Once you have installed your Portal  it's now time to Configure your Account Pages Account Pages are designed to display data from your Gold-Vision Accounts, Contacts, Sites & Profiles:  Contacts – ideal as a self service area for users to add new Contacts, amend job titles, contact details and user preferences. Sites  – an area where users can…

Configure Activity Page

Once you have installed your Portal,  it's now time to Configure your Activity Page. Activity pages are designed to display data from your Gold-Vision Account records, all types of Activities including: Account Activities Contact Activities Opportunity Activities Project Activities Menu Settings

Settings, View & Publish

Settings You can amend the Portal settings.

Portal Management

Create a new Space In the Settings area search for Portal Management.

Account Portal Management

Creating a new space In the Settings area search for Portal Management.