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.
To 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.
When prompted by the Installation program click the Install button.
This will download and install the Add-In, returning the following message once complete.
3. Setup in Outlook
When you next start Outlook, you will see an additional Gold-Vision tab in the ribbon (right-hand side).
4. Add-In Settings
Click the Settings button.
Enter the web address you use for accessing Gold-Vision, suffixed /legacy
Once correctly configured, the button on the Add-In in the ribbon will be unlocked.
If you have any issues with the Outlook plugin please review the Outlook Plugin Troubleshooting page.