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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       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):




            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

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