Tech Talk - Customizing and Using Speedbuttons

Tech Talk - Customizing and Using Speedbuttons

Overview of Speedbuttons

What they are
Speedbuttons perform, or help perform, one or more operations on a Contact Group.  It ensures that a process is done the same way, with no step getting forgotten, every single time.

What they can do
A Speedbutton can be programmed to perform the following commands

  • Add Action
  • Add Note
  • Add Objective
  • Set up a Message
  • Add or Delete a Keyword
  • Add or Delete Investment Type
  • Add or Delete Investment Position
  • Add or Delete Keyword
  • Set First Contact Date
  • Change Status Info o Updates Comm Status, List, Type, Book, or Wealth

Pause for User Editing
If turned on the Speedbutton will pause at that step whenever the Speedbutton is run.
If turned off you will not see that step when running the Speedbutton.

Date offset
Many Speedbutton commands have their date field offset from the Speedbutton run date or from the Due Date of the Speedbutton’s objective.
Mass Speedbutton Runs
A mass Speedbutton run allows you to run a chosen Speedbutton on all contact groups within a selection rule.  In order to run it you need 2 things.  A Selection Rule that includes all the CGs that need the Speedbutton run and a Speedbutton that will do the steps you want it to.
We recommend having pause for user editing turned off if you are going to do a mass Speedbutton run, especially if there are multiple steps to the Speedbutton.
Customizing and Implementing Speedbuttons

Education

Cheatsheet

Search on Document Library for ‘cheatsheet’, without the quotation marks to pull up all cheatsheets available.

Run the Speedbutton in Playground

Run it on a test group and then look at the Info Sheet to see all the steps that you just added.

Customize

Discuss any changes with your MSC before making the changes.

BACKUP YOUR DATABASE!!

One single person should be doing any and all work with Speedbuttons, typically the CO.

Look through the cheatsheet for the Speedbutton group you are customizing.  On a separate sheet of paper write out the process your office is currently using.

Compare the two processes and see what the differences are.  Compare the differences and add/delete any steps necessary.

Make all notes about changes on the cheatsheet.

Give the cheatsheet to your CO to make the changes in the system.

Implement

Educate entire office on changes

Speedbutton Command List report

Discuss in staff meeting

Speedbuttons used every time. No exceptions.

Add the new Speedbutton to your favorites so you remember it

Add the Speedbutton to the RUF form



    • Related Articles

    • Talk Talk - Implementing Important Speedbuttons in your Office

          Known CG – Used on Contact Groups that have a previous affiliation with the office. New Prospect – Used on first contact with a new Mass Mail lead.  This person has no previous contact with the office.  AA-Hot – Very interested, financially ...

    • Tech Talk - Making Microsoft Work with Gorilla®, Not Against It

      Microsoft Excel Frequently Used Formulas =Proper(Trim(Cell#)) This is two formulas combined into one. Proper – Capitalizes the first letter in each word and makes everything else lower case. Trim – Removes extra spaces from text. Example: If name ...

    • Tech Talks - Reports in Gorilla®

      Running Reports in Gorilla To run any report you will begin in the Reports menu of Gorilla.  When you click on Reports you will see a list of all the Standard reports like Action To Do, Database Analysis, Weekly Statistics, etc.  At the bottom of the ...

    • 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. For instructions on doing a backup, see the Knowledgebase article  How to do a Backup in Gorilla 4 . Close all running ...

    • Tech Talks - Worksheets and Scratchpad

      Creating Worksheets   Open the Define Worksheets screen by clicking on  Tools , then  Define Worksheets. Click on the arrow to the right of the “New” and select the type of worksheet you’d like to create.  There are 3 types of worksheets that you can ...