How to Install Speedbuttons in Gorilla® 4.x
QUESTIONS THAT APPLY TO THIS TOPIC
-
How do I Install Speedbuttons into Gorilla?
ANSWER
-
Before proceeding, do a database backup.
-
Close all running instances of Gorilla.
-
Click the
Start
menu in Microsoft Windows.
-
From
All Programs
, locate your
Bill Good Marketing Gorilla CRM
folder.
-
Select the
Import Utility
.
-
In the Import File click the
ellipsis
(three dot box).
-
In the Select Import Database Path window, go to your Desktop.
-
Select the
.mdb
file that you extracted earlier.
-
Click
Open
.
-
Uncheck the
Import into Playground?
checkbox if it is selected.
-
Click
Next
.
-
Make the appropriate changes to your team’s
Staff Group
assignments if needed.
-
Click
Next
.
-
Uncheck any options in the
Fix Duplicates
screen if needed.
-
Click
Next
.
-
Click
Finish
.
-
Click
Close
.
Once you are finished, the Speedbutton(s) you selected will be in Gorilla and you can then modify and use them.
Related Articles
How to Install the Condolence Speedbutton in Gorilla 4.x
QUESTIONS THAT APPLY TO THIS TOPIC How can I get the updated Condolence-Death is Nothing At All Speedbutton into Gorilla? How do I add the Condolence-Death is Nothing At All to the Goodwill Speedbutton Group? ANSWER This speedbutton is actually ...
How to Install a Script or Checklist from the BGM Website in Gorilla®
QUESTIONS THAT APPLY TO THIS TOPIC How do I install a script I have downloaded from the Bill Good Marketing website into my Document Manager in Gorilla 4.x? How do I install a checklist I have downloaded from the Bill Good Marketing website into my ...
How to Install Artwork and Insert Letterhead in Gorilla® 4.x
QUESTIONS THAT APPLY TO THIS TOPIC How do I load artwork in my Gorilla System? How do I insert my letterhead and footer in my Gorilla System? ANSWER Gorilla is configured to merge advisor and staff information through initials defined in the system. ...
How to Download and Install a Letter in Gorilla® 4.x
QUESTIONS THAT APPLY TO THIS TOPIC Where do I download letters from? How can I get a letter imported into Gorilla? ANSWER Download the Letter. Go to the Client Portal: https://clients.billgoodmarketing.com/client-portal/ Hover over Content ...
How to Install a Clean Playground Database in Gorilla® 4.3
DESCRIPTION Each time a person goes through the BGM University® Tutorials, new data is added and changes are made to the playground. Additionally, the Playground is commonly used to test the addition and alteration of things before making those ...