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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...
Integrations Pricing
...Web Forms Details Price / month Portal Single Account Access Portal Subscription – Single Account Access Cloud Customer 5-9 Users Up to 250 Contacts/ Logins One Portal Space with Account...
Configure Account Page
Once you have installed your Portal it’s now time to Configure your Account Pages Account Pages are designed to display data from your Gold-Vision Accounts, Contacts, Sites & Profiles: Contacts...
Role Management
...Page Go to Portal Management and select “Space Designer” against your portal. Close modal Select Pages and click on a Page, this will display the Settings for the page. Here...
Configure Activity Page
Once you have installed your Portal it’s now time to Configure your Account Pages Account Pages are designed to display data from your Gold-Vision Accounts, Contacts, Sites & Profiles: Contacts...
Web Form Integration
...form. We recommend some training on our API should you choose this route. Setup Web From Integration Create a Portal Use our guidelines to install and setup a Portal to...
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...
