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How To Edit Categories in G5
Go to the Customize Workspace. Select the Categories tab. Click the Edit button on the category you want to make changes to. Make any changes you want to the name and description. Add or change the icon. Click OK when finished.
How to Remove a Category from G5
Note: Before the instructions below can be done, remove the custom field from each Household, Contact or Company it is on. Instructions for how to do that can be found here: How to Remove a Category from a Household or Contact Go to the Customize ...
How to Navigate in Gorilla 5
The Home Workspace 1. Workspace name, 2. Tabs, 3. Navigator, 4. main window, 5. Quick-Add button, 6. Shortcut Panel Tabs Each workspace has a different set of tabs. On the Home workspace, for example, the tabs include: SUMMARY—provides a brief ...
How to Add a Category to a Household or Contact
Go to the Contact Workspace and click on the name of the Household or Contact you want to add a category to. Go to the Detail Tab. Click the Select a Category button in the Categories card. Select the Category(s) you want to add to the record. Click ...
Gorilla 4 to Gorilla 5 Field Comparisons
The purpose of this document is to go into detail on the differences between G4 and G5, from the perspective of someone migrating to G5. People The basic unit of people in G4 was the Contact Group or CG. A CG had individuals assigned to it, and an ...