ActiveX Controls
Gold-Vision makes use of ActiveX controls to communicate with Word, Outlook, Excel and other applications on the desktop. In order for Gold-Vision to use the ActiveX controls, they must be downloaded and registered on your PC. Please note that the ActiveX controls will only work if you are accessing Gold-Vision using Outlook or Internet Explorer.
There are some specific actions that are currently only supported in Internet Explorer as they rely on ActiveX controls (only available in IE).
| Using TAPI dialing from a Contact/Account with a client machine plug in. Using SIP/Callto/Skype links will be OK. | |
| In a Gold-Vision email, clicking ‘Reply’ or ‘Forward’ to open Outlook. | |
| Running a Letter Campaign from Marketing Campaigns to output a Word document. | |
| Running an Outlook Email Campaign | |
| Import Contacts or Tasks directly from Outlook (by user). |
For reference, document creation and opening can be completed using Server Side document production.
Automatic ActiveX Controls Download
The Gold-Vision ActiveX controls can be downloaded automatically by selecting Help > About from the main menu. When the page loads you may be prompted to Install one or more ActiveX controls either via a dialog message or at the top of the screen via the information bar.
Please note that your security settings may restrict ActiveX controls from being downloaded. If this is the case, you may need to speak to a System Administrator in order to register the ActiveX controls.
Manually Installing ActiveX Controls
The Gold-Vision ActiveX Controls can be manually installed and registered using our MSI installer. Please find a link to this below. Download the ZIP file and unzip all contents to a suitable location on your PC. Run the MSI file with Administrative rights to install and register the controls.
Download Gold-Vision ActiveX Controls MSI Installer
If you continue to have issues with the ActiveX controls, please contact support@gold-vision.com.
Outlook Add-In
Compatible with Outlook 2010, Outlook 2013 and Outlook 2016.
Note: from March 2017, the Outlook 2007 plug-in is no longer supported.
1. Download the Gold-Vision Outlook add-in here: www.gold-vision.com/office/2013/setup.exe
Save and Run or simply Open the installation program.
2. Install
Clicking the Install button will return the following message:
3. Outlook set-up
Start Outlook. You will see a locked Gold-Vision tab in the ribbon (top-right-hand side).
4. Add-In settings
Click the Settings button.
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Enter the web address you use to access your Gold-Vision.
- If you use a Gold-Vision server on your premises, 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 log-in details (including domain name).
- The proxy settings allow you to set a proxy address to connect to the Gold-Vision server.
- If you have modified the Global Names of CRM objects, you can update Labels from Gold-Vision to bring these details back through to the Add-In.
- You can also select whether you are prompted when an email is successfully scanned and linked.
After configuring, the button on the Outlook ribbon will be unlocked.
5. Using the Add-In
The Gold-Vision Outlook Add-In tab is available on both the main Outlook ribbon (when looking at emails or contacts/people) and within individual emails. To add a message Gold-Vision, select it within your Inbox or open the item, then click Add Message to Gold-Vision.