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Enable Portal Access

Contact Screen Design Access to the Portal is enabled via the Contact record in Gold-Vision. The Administrator user needs to add the Portal Section to the Contact record screen in the Screen Designer: Go to Settings open Screen Designer and select Contact.

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 to configure this please visit the configure Activity or Account portal pages. For example: If you have chosen Contacts the contact names and fields will…