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 including:

• Account Activities
• Contact Activities
• Opportunity Activities
• Project Activities

Menu Settings

Menu Title – enter a title which will appear in the portal navigation eg. Support Tickets

Page Title – enter the Page Title that will appear at the beginning of the page

New Item Button Label – the name of the button your users will see when creating new ”Activities” on the portal

Activity Type – which type of Gold-Vision Activities you will be displaying e.g. Contact Activities

Activity Types to show – the options will be based on the Activities Types you have setup in your Gold-Vision. Please note you can choose multiple type in the same time.

Default Activity type to created – choose what Activity Type will be automatically selected when your users create activities from the Portal

Access – allows you make the space visible to contacts with the user roles selected.

Editable Roles– allows you make the space editable to contacts with the user roles selected.

Restrict Access by Contact ownership – allows you to restrict access only to the Contact of the Gold-Vision record

Set as homepage – you can set a homepage which will be the first page the users will see when they access the portal.

Click the Create button and Save.

Page Settings

You can amend your Page Properties and user roles who can view or edit details on the page.

List Page Settings

Here you can choose which fields from the Activities Screen appear in the Portal

For example you may want customers to be able to view the reference number of the Activity or who has created the Activity etc.

Apply filters to the Activity list

You can also apply filters to your Activities list by using the filter button.

Activities will then be displayed on the Portal based on your filter e.g. activities created in the last month

Details Page

On the Details page you can choose which default fields are editable, apply further filters to the Activities Status and Type fields.

Also you can add additional fields which you would like to add to your Activities Portal

Don’t forget to Save your changes before you exit the Settings section