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Articles tagged "portal_integration" returned 123 results.
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Role Management
...Page Go to Portal Management and select “Space Designer” against your portal. Close modal Select Pages and click on a Page, this will display the Settings for the page. Here...
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...
Configuring the Generic Phone Integration
...Integration Configuring the Dialler URL Enable Users Configure User Settings Testing . 1. Enabling the Generic Phone Integration The first step is to install and enable the Generic Phone integration...
Managing your Sage 50 integration
Once you have access to your integration, you can manage it as follows: Configure the integration Go to Settings are and search for Integration Mappings: Close modal And select Sage...
Introduction to Gold-Vision Portal
...to the Gold-Vision Portal including designing & styling pages together with benefits and examples of the Account & Activity pages along with enabling Portal access and 2-way CRM integration. You...
Introduction to Gold-Vision Portal
...to the Gold-Vision Portal including designing & styling pages together with benefits and examples of the Account & Activity pages along with enabling Portal access and 2-way CRM integration. You...
Introduction to Gold-Vision Portal
...to the Gold-Vision Portal including designing & styling pages together with benefits and examples of the Account & Activity pages along with enabling Portal access and 2-way CRM integration. You...
What’s New in Gold-Vision 8
...portal that updates from Gold-Vision in real-time to create a external portal for areas including Customer Support and Account Activity management. There is a range of portal templates which you...
Configure QuickBooks Online integration
Configure QuickBooks Online integration An Administrator user will need to configure each required module for the integration, the modules available are below: Real-time Modules – which send information from Gold-Vision...
Configuring the Eventbrite Integration
Close modal Gold-Vision’s Eventbrite Integration is an additional subscription-based module. If you would like to discuss Eventbrite integration or add this module to Gold-Vision please contact us. Gold-Vision Eventbrite Authentication...
