How to Process Birthday Procedures in Gorilla® 4.x

How to Process Birthday Procedures in Gorilla® 4.x

QUESTIONS THAT APPLY TO THIS TOPIC

  • How do I process the birthday letters for the contacts in Gorilla?

ANSWER

  1. In Gorilla select Tools and then select Process Office Procedures.
  2. In the new Office Procedures Due window look at the Selection Criteria on the top left and uncheck everything except Birthday. Make sure that Birthday is the only item with a check mark next to it.
  3. Just below the Selection Criteria you can select a date range of when the items are due. Select a start and end date and select Display Items Due.
  4. You will now see a list of Due Items at the top right showing you the Due Date of the Procedure and other information. This due date is set to be 7 days before the person’s actual Birthday. The date you are seeing is not their birthday but actually the date 7 days before their birthday.
  5. Next select Process Items. This will set up a message for everyone listed. You do not have to select any of them for this to work.
  6. You should now see a Send Message window where you can then set up the message and print it out. Every single person in the list will have their own Send Message Window show up for them. If you have 5 people in the list of Items Due than you will have 5 Send Message windows to process one at a time.

Check out our video below for more information on Birthday Office Procedures




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