The following guide will walk you through the process of enabling TriGold to work within Google Chrome
Introduction
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TriGold is not a cloud based solution and thus for the integration to work a setup file has to be installed on the device you wish to use |
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Once downloaded the installer will launch when required |
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Setting up the CRM for the TriGold Integration
TriGold will be installed in the same location on all systems and thus the installation location needs to be saved within the CRM
Ensure your ‘Edit Your Details’ contains the right credentials:
TriGold Path: C:/Program Files (x86)/IRESS/TrigoldProspector
TriGold Data Path: C:/ProgramData/IRESS/TrigoldProspector
Starting the TriGold Integration
Within the Product Details set out the Product parameters and ‘Save’
I would fill in a FF first also because some of these details get passed into Trigold
And when you’re in the integrator all of these are also going to have be filled in otherwise it will shout at you
Use the Mortgage option within the footer bar to ‘Export to Trigold'
The finova Client Integrator
The installed integrator will now launch
Tick the ‘Always allow’ should you wish to not authorise the use of the integrator each time you source with TriGold
Continue by selecting ‘Open finovaClientIntegrator’
TriGold
TriGold will start independently and sourcing can begin
Importing from TriGold
Once the illustration has been produced close down all associated windows to TriGold
The CRM will automatically import the illustration
Selecting the Illustration
Now imported (potentially more than one source result) you can choose whether to complete the illustration(s) import
If choosing to ‘Select' an illustration this will complete the Product Details on the Product page
You can also select whether to import the Sourcing results
Once selections made select ‘Submit’ to proceed
If you choose to import more than one illustration then you can select your chosen product from within the Product Details panel
