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Articles tagged "install_portal" returned 57 results.
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Configuring the SharePoint Online Integration
...menu Click on Integrations The integrations store front will load Find and click on Sharepoint Online Click the Install button Follow the on-screen install instructions until install is complete Next...
Configuring the Generic Phone Integration
...through the storefront. Open the Settings menu Click on Integrations The integrations store front will load Find and click on Generic Phone Click the Install button Follow the on-screen install...
Configuring the Adobe Sign Integration
...then click Install button on the far right of the screen. Once you’ve clicked install, you will be brought to the Abode Sign conformation screen, please click continue. Close modal...
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....
Configuring the ZoomInfo Integration
...integrations and click to select ZoomInfo. Close modal Click Select to see the install button in the top right hand corner. Close modal Please review the install notes. Close modal...
Configuring Loqate Email Validation
...The first step is install the Loqate Integration from our storefront. Open the Integrations menu Select Loqate Data Validation Install Close modal Configure Settings Click on Manage against Loqate once...
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...
Report Settings
...Info If you have a Microsoft SQL Reporting Services installed you can select this as an option to render your reports. If SQL Reporting Services is selected a Report Folder...
Configuring the Microsoft Outlook Integration
...for Outlook You can install and configure the Gold-Vision Add-in tool to your Outlook main ribbon. This will manually allow users to add messages to Objects in your Gold-Vision and...
