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Outlook Plugin

  • mail

  • tracking

  • email

  • outlook

  • plugin

  • office

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.

1.Downloading

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.

2. Installation

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


  • 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. 

Once correctly configured, the button on the Add-In in the ribbon will be unlocked.


Troubleshooting 

If you have any issues with the Outlook plugin please review the Outlook Plugin Troubleshooting page.