Settings, View & Publish

...button. View the Portal   Close modal Once you have published your Portal you can view it at any time by clicking on the View button. Publish the Portal Close...

How to Set up the Portal

Guide on how to set up your Gold-Vision Portal...

How to Configure Portal Activity Page

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

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...

Web Form Integration Overview

...unqualified. Please contact your account manager to enable the web form integration. At Gold-Vision we have setup Web Form Integration with our website to capture demonstration requests. A potential customer...

Sage 200 Integration Overview

...Gold-Vision to view multiple Sage 200 companies or datasets. Customer integration Close modal Sales order integration Close modal 3 Key Benefits of our Sage 200 Integration Sending quotes – Quotes...

Xero Integration Overview

...use the integration to streamline business processes Customer Integration Close modal Sales Process Close modal Key Benefits of our Xero Integration Faster access to crucial information – your users can...

Portal

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