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Article ID: 4263
Subject: Transition to New Graphical User Interface (GUI) Menu and Adding Reports for User Accounts
Last Modified: July 31, 2013
Applies to: Pro Gold i2 3.xx Version 3.09.0601
Purpose: To help Pro Gold XP users transition to Pro Gold i2. Pro Gold i2 Version 3.09.0601 implemented a new GUI menu system. Also, report access is handled differently in Pro Gold i2.
Procedure: Listed below is a comparison of the new menu system to the old menu system to facilitate transitioning to the new GUI menu. Also provided below, are instructions for handling missing reports on user accounts due to the enhanced report security implemented in Pro Gold i2.
• Step 1: New vs Old Menu:
New Menu Old Menu
Welcome N/A
Transactions Properties Tab
Leads Management Contacts Tab
Banking and Escrow Banking Tab
Accounting Accounting Tab
Accounting => Customers Receivables Tab
Accounting => Vendors Payables Tab
Accounting => Employee Payroll Tab
Franchise Interfaces Franchise options: (Crest, Weichert, etc...)
MLS Interface Import / Export Utility icon
Settings and Utilities Setup Tab
ViewMyListing.com ViewMyListing.com icon
• Step 2: Report Security in Pro Gold i2:
- A Pro Gold user account (Non Super account) must have reports assigned to them in Pro Gold i2
- A person with Super access must do the assignment
- Please use the link provided in this e-mail to access (Knowledge Base Article (KBA):
http://tkb.progoldxp.com/ShowArticle.aspx?tkbid=42051
Article ID: 4205
Subject: Missing Pro Gold Reports
The article contains the instructions for assigning reports to a user account.
References: Below is a link you can use to access Enhancement HelpNet Center resources, which includes the Knowledge Base Article (KBA) Library, Pro Gold i2 Documentation, and Training Webcasts:
• The Enhancement HelpNet links are located on the right side of the web page.
Related articles: N/A
Keywords: GUI, New Menu, Old Menu, Report, Access, Missing Reports, 4263