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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...
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....
Creating & Using Notes
...you have a portal set-up. The note will appear in the portal once it has been saved. Send Alert – tick this box if you would like to send an...
Web Form Integration Overview
Gold-Vision web form integration can automatically update the Lead management area in Gold-Vision with new leads. You may already have a web form on your website which captures your lead...
Configuring Modern Authentication for Office 365
...name ‘Disable EWS Impersonate’ (field must be unticked). Configure Azure Application 1. Navigate to https://www.office.com/?auth=2&home=1 2. Login using an Admin Account that has access to Azure Active Directory. 3. Select...
Configuring Modern Authentication for Gmail
...accessed directly here – https://aad.portal.azure.com/ 7. Select App Registrations (directly accessible here – https://aad.portal.azure.com/#view/Microsoft_AAD_IAM/ActiveDirectoryMenuBlade/~/RegisteredApps) Close modal 8. Select New Registration 9. Enter an Appropriate name e.g. ‘Gold-Vision Exchange Access’ then...
Using Contact records
...Print To print an account record select print from the Action Menu Using Privacy Actions in Gold-Vision – GDPR Users can easily manage manage customer data for GDPR purposes using...
Using Gold-Vision
The Basics Sales Campaigns & Connect Profiles Projects & Time Events Reports Portal Not sure what to do? Our support team is ready to help Raise a Support Ticket All...
