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 overview of scheduled tasks, pipelines, and the day's calendar.
• MY CONTACTS' RECENT ACTIVITIES—provides basic information about any recent activities involving contacts and contact groups assigned to you. You can also run reports on those recent activities here as well.
• SERVICE LEVEL MANAGEMENT—provides a list of clients that have been assigned to you in the service level manager. Displays information about how often they should be and have been contacted.

As you click through the tabs, the information display on the main window changes.

Navigator

The Navigator provides a way to move from one workspace to another.

 

Expanded and collapsed views of the Navigator. The top button switches between them.

You can expand or collapse it by clicking the button at the top (see first two entrees in the table below). When it's collapsed, you can also click on one of the workspace buttons to go directly to that workspace.

Each workspace has a specific function.

Quick-Add Button

Way down at the bottom-right is the Quick-Add Button .

This button opens a menu that is the same on all workspaces:

Each option in this menu is a shortcut to a specific action.

Shortcut Panel

From this panel, you can use the Conversations button to message other users. You can also use the Notifications button in this window to access any reminders regarding any activities, opportunities, documents, etc. Toggle between the Conversations and Notifications buttons to go between them. To close this window, click the arrow in the top-left corner.

Workspaces

Here is each workspace and what you can do there:

Home

Home is the starting point for any session in Gorilla 5.

It has data cards with all the tasks assigned to you, your agenda for today, and your product and opportunity pipelines.

It also has a filter for your contact's recent activities that lets you search through those activities to narrow down any information you might be looking for in them.

Contacts

The Contacts screen lets you search and filter through your contacts to find one or to create a list as needed.

It then displays contact information for the list you've created.

The checkboxes on the left let you select the records you want to work with.

The buttons on the right let you edit or message those records.

Schedule

This workspace is a calendar and schedule manager.

At the top you can change the day you are looking at.

Clicking on an item in the Schedule will let you edit it.

Once an item is on the schedule, it will send you reminders when it is upcoming. You can snooze or dismiss these reminders.

Use the buttons on the right to:

• Add items to the schedule
• Run reports specific to the schedule
• Set Permissions for your schedule
• Change whether you are viewing the Day/Workweek/Week/Month

Tasks

Tasks are items that need to be completed, but don't have set dates and times like the items in the schedule do.

The Tasks workspace is where you go to work with these.

It lets you sort through your tasks to find the individual ones you need, or a list of tasks assigned to one person.

It displays data on the state of the task and who is supposed to complete it.

You can click on a task to go to its record.

Document Manager

Use the Document Manager to store and organize documents inside Gorilla 5, which you can then later search by name.

Use the buttons on the right to:

• Designate a folder as your default folder
• Add documents
• Add folders to help organize the documents
• Sort the documents in your current folder by its name, the date it was created, or the date it was last updated.

Opportunities

The Opportunities workspace is where all the opportunities you have created are listed.

You can add, edit, or delete them.

To sort through them (for an individual one or a specific list of them), use the filter options in the top bar.

Service Requests

This is where all the service requests you have received are listed.

You can sort through them to find individual ones or create a specific list of them.

You can add service requests in this workspace.

You can run a detail report on all of them, or just on the list you create.

Customize

The Customize workspace is where you add, edit, and maintain a variety of things in your database. There are twelve tabs at the top, each a different area you can customize:

Parts of a Workspace

The workspace area is where you will find statistics and information on Cards , Tables , and Records .

Workspaces display either cards containing information or data tables.

Tables can be filtered to help you refine down to the records you want to see.

You start in the Home workspace at the beginning of every session.

Each other workspace focuses on a particular feature or function of the system.

Search, Sort, and Filter

Many workspaces have a section that looks like the image above. Use this search bar to find a specific item you're looking for. Use the filter section to sort through records to make a list of items you're looking for.

It's a tool to help you search for records or filter information.

Cards in Workspaces

Cards are containers of information, which you can interact with, that link to more detailed information. They can display tables of data, lists of tasks, summary charts, or information fields.

Use cards to add, edit, and delete records on cards that contain a data table. Another use of them is to mark tasks as complete, run reports, or navigate to other workspaces from a variety of cards.

For example: in the Home workspace on the Today's Agenda card, you can add a schedule item using one of the available templates.

Summary Cards

Summary Cards display information that can be expanded to show quick actions that can be performed directly from the card. For example: in the Home workspace, you can expand a task on the My Tasks card and click Mark As Complete or Delete .

Summary Cards sometimes have these additional buttons.

Chart Cards

Chart cards have graphics that display information based on a formula.

The chart will abbreviate numbers in the millions with an M. For example, 20 million is displayed as 20M and 1 billion (1 thousand million) is displayed as 1000M.

The total amount in the charts is also a rounded number. For example, if the amount is less than or equal to 4.4 million then the amount displays as 4M, and if the amount is greater than or equal to 4.5 million, it displays as 5M.

Charts have a few interesting features:

• Hover over each part of a chart to get tooltips that provide details about the information in that part.
• Charts always have a legend that helps you understand the information it contains. (If the legend is long, click the up and down arrows to scroll through it.)
• Toggle the information in a chart by clicking the legend item for that segment.

Notes Cards

Notes cards enable you to add, view, edit, delete, or print notes.

Data Tables

Most workspaces contain tables that display records. You can sort a data table using the search and filter functions in each workspace.

When searching or filtering displays a lot of records, use the arrow buttons at the bottom-right to cycle through them in intervals of either five, ten, or twenty. These buttons are disabled when no additional records are available.

At the top of the data table, use the toolbar to add new records, sort the table, or select and perform actions on existing records. Depending on whether you select a single record or multiple records, the action options vary.

Select Records in Data Tables

Each time you choose a filter, the system will use this criteria to search G5 and show you the results of that search. It will show a number in the upper left that also updates at the same time. It will also show the number of records you have selected as well.

Switching between filters deselects the records you selected. You can't select more than 1000 records at once.

There are multiple ways to select records and do things with them:

• Hover over a record and it will show you the action buttons available on the right. Click one of the available buttons to take an action directly from the table.
• To use an action button on one of these records:
  
  • Click the Select button, then click on an action button in the toolbar.
  • Click the More Actions button in the toolbar, then select an option from the menu.
• To select records for batch processes, use checkboxes to select one or more records in the data table. Select the Select All checkbox to multi-select all the records displayed in the table.

Use Links in Data Tables

Data tables have links you can use to open records or send emails directly from the data table. Using a link to open a record redirects you to the workspace that contains the record.

The back arrow button on a detail page takes you to the workspace that contains the record you are viewing.

Depending on the type of records in the data table, use links to do the following:

• To open an individual contact page, click a link in the Name column or For column of a data table.
• To send an email, click an email link in a record row.
• To open a service request, click a link in the Request ID column of a data table.
• To open an opportunity, click a link in the Description column of a data table.
• To open a user's detail page, click a link in the Assign To column of a data table.

Display and View Data Table Columns

Data table columns vary by workspace and display the most relevant columns by default.

You can add or remove columns to customize the data it shows. To do this:

1. Click the More Actions    in the table's toolbar and click Select columns .
2. Select the checkboxes for the columns you want to add.
3. Click Manage Selection to change the ordering of the selected columns using the up and down arrows that appear when you hover over a row.
4. To remove a column, click the Delete button   for that column or clear the checkbox for the column.

To ensure that the most significant information about a data record stays visible, the first two columns in a data table are always pinned.

Sort Data Tables by Columns

You can sort records in a data table in ascending or descending order. Do this by clicking the column header. It will show an up or down arrow beside the header to indicate the sort order. To reverse it, click the column header again.

When no records are selected, you can also use the toolbar to sort a table. To do that, click the More Actions button, select Sort By , and select the column you would like to sort by.

View Records

While looking at a data table, clicking a link will open the record for that link. You can then view more detailed information about it. Contact, company, user, opportunity, and service request records all have detail pages.

A detail page has an overview banner and tabs below that to lead you to more detailed information. Tabs are like the detail page's workspaces: they have either cards or a data table.

Banners

Banners display badge icons and other relevant information to provide an overview of a record. They also contain the More Actions button   which you can use to start quick actions.

Icons that convey information about action items, contacts, opportunities, and service requests are called Badges . They can represent a variety of conditions.

Administrators can configure various badges to display automatically when the defined conditions are met. Hover over a badge to see what information it represents.

Use the Floating Action Button

The Floating Action button   is at the bottom-right of the screen on every workspace.

It lets you add the following types of records to the system without navigating to the associated workspace:

	Add Household	Opens the New Household window.
	Add Contact	Opens the New Contact window.
	Add Company	Opens the New Company window.
	Add Scheduled Item	Opens the New Schedule Item dialog. The Template field defaults to a Meeting type schedule item. You can select a different type of schedule item from the drop-down.
	Add Task	Opens the New Task dialog. The Template field defaults to a To Do type of task. You can select a different type of task from the drop-down.
	Add Opportunity	Opens the New Product Opportunity dialog. You can select a different product opportunity from the drop-down in the Template field.

Use Common Task Buttons

The following buttons appear on various workspaces across G5 and enable you to perform common tasks:

	Add
	Copy
	Delete
	Edit
	Email
	Filter options
	Generate predefined reports
	Mark as Complete
	Open More Actions menu
	Print Document
	Save
	Select columns
	Sort by

Select Dates and Times

Set the date and time in a field by clicking the calendar icon  . Use the provided calendar to choose the date and the analog clock to specify the time. Don't forget to indicate whether the time is in the AM or PM.

To switch between date, hour, and minute windows, click whichever aspect you want to edit in the banner. The calendar's banner displays your date and time selections as you make them.

To save your changes, click OK . The changes are reflected in the field.