How to Configure Portal Account Page

A guide on how to create and configure the Portal Account page...

Portal View Examples

Guide on how Gold-Vision Portals can be used...

Install the Xero Integration

Install Xero Integration Go to Integrations Storefront and click on Integrations Close modal From the integrations list select Xero and then Manage Close modal Select configure to amend your integration...

Outlook Plugin Troubleshooting

...Try re-installing the plugin be first removing it from your system and then installing it again from a fresh download. Close Outlook Click Start Type “Add or Remove Programs” (Sometimes...

Portal

Protected: ID TEST – Column Block with default

There is no excerpt because this is a protected post.

Protected: ID TEST – Column Block with content template

There is no excerpt because this is a protected post.

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...

Configuring DocuSign Integration

Three easy steps to install DocuSign integration on your Gold-Vision: Install Go to Integrations Storefront next to the Action Menu on the top right-hand side of your screen saver. Close...

Outlook Plugin

...Run or just Open the installation program. Install When prompted by the Installation program click the Install button. Close modal This will download and install the Add-In, returning the following...