The Gold-Vision Add-In tab is available on both the main Outlook ribbon (when looking at Emails or Contacts/People) and within individual email messages. To add a message Gold-Vision, select it within the Inbox (or other folder) or open the item, then click Add Message to Gold-Vision. Note: We aim to offer customers the best and most stable Outlook integration possible. This is why from March 2017, the Outlook 2007 plug-in is no longer supported.
Download the PluginTo download the Outlook Add-In, go to https://outlook-plugin.goldvisioncrm.com/setup.exe You can then Save and Run or just Open the installation program.
InstallWhen prompted by the Installation program click the Install button.
This will download and install the Add-In, returning the following message once complete.
Setup in OutlookWhen you next start Outlook, you will see an additional Gold-Vision tab in the ribbon (right-hand side).
Add-In SettingsClick the Settings button.
- Enter the web address you use for accessing Gold-Vision, suffixed /legacy
- You can also test the connection from this screen.
- If you use a Gold-Vision server on your domain, you should not need to specify credentials, but if you are using a hosted Gold-Vision setup or your connection to Gold-Vision is through and external address, you may need to specify your logon details (including domain name).
- The proxy settings allow you to set a proxy address if needed to connect to the Gold-Vision server.
- If you have changed the Global Names of objects on your system, you can use the Update Labels from Gold-Vision button to bring these details back through to the Add-In.
- You can also select whether you are prompted when an email is successfully linked from Outlook via the Add-In.