Messaging
How to Print a Year's Worth of Birthday Letters
How to Print a Year’s Worth of Birthday Letters There may be times when you will need to print birthday letters for a full year, in advance. The instructions below will detail how to do this with the appropriate letter dates printed on your letter ...
Disable automatic updates in Word
Recently, Microsoft has released an update to Word that has caused problems with the macros not being able to delete blank lines in the merge fields. Most people have not yet received this update; therefore, it is important that you prevent the ...
Blank lines appear in the address section when sending letters
PROBLEM When I print letters, I am getting spaces between address lines. CAUSE This issue occurs only in a recent update to Word, version 16.0.13901.20148. It has caused an issue with the macros being used where it is not suppressing the blank lines. ...
How to Customize a One-Time Message in Gorilla®
QUESTIONS THAT APPLY TO THIS TOPIC I have a letter I would like to send through Gorilla, but I want to make somechanges just this once. How do I do that? ANSWER Fill out the Message Setup as usual until you are back at the Summary page. In the ...
How to Use Download Manager in Gorilla®
QUESTIONS THAT APPLY TO THIS TOPIC How do I download a letter in Gorilla? ANSWER Open the Document Manager Click on the Import Button From the drop-down, choose “Letters Library.” Click "Yes" on the pop up to do a full Document refresh If you do not ...
How to Add an Email Attachment in Gorilla®
QUESTIONS THAT APPLY TO THIS TOPIC How do I add an attachment to an email that I am sending through Gorilla? ANSWER You can email just about anything as an attachment through Gorilla that you can send in any other email program. This could include a ...
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 Reinstall the Gorilla® 4.x Word Templates
QUESTIONS THAT APPLY TO THIS TOPIC The Word Templates used by my Gorilla have become damaged or corrupted, how do I reinstall them? The Word Templates Gorilla uses are missing, how can I get them installed? ANSWER On your Gorilla computer click the ...
Creating a Disclaimer Attachment in Gorilla®
Important Notice about Disclaimers: In most cases, you can easily add the required disclaimer to a letter or email by using a Gorilla Attachment. This is NOT a PDF which you might attach to an email. It is a special Word document that can be added ...
How to Add an Attachment to a Letter in Gorilla®
QUESTIONS THAT APPLY TO THIS TOPIC How do I add an attachment to a letter in Gorilla 4.x? ANSWER Click on the Messaging Menu, select Document Manager. Locate the letter that you want to add an attachment to and highlight it. Define Message screen. ...
How to Create a New Letter in Gorilla® 4.x
QUESTIONS THAT APPLY TO THIS TOPIC I have a letter I typed that I want to send through Gorilla. How do I get it into my Document Manager? How do I create a new letter in Gorilla? ANSWER Open the Gorilla Document Manager by going to Messaging>Document ...
How to Change Company Merge Fields in Gorilla®
QUESTIONS THAT APPLY TO THIS TOPIC How do I change the Company Name that merges into my letters? How do I change the Company Address that merges into my letters? How do I change the Company Phone Number that merges into my letters? How do I change ...
How to Change Envelope and Label Templates
QUESTIONS THAT APPLY TO THIS TOPIC How do I change the font size on my envelopes/labels? How do I change the color of the print on my envelopes/labels? How can I change the font on my envelopes/labels? ANSWER There are two ways of making changes to ...
How to Configure Gorilla® 4.x to email through SMTP
QUESTIONS THAT APPLY TO THIS TOPIC How do I configure my Gorilla to send an email message through my SMTP email server? ANSWER You will need to get some information about your email server before configuring Gorilla to send messages through it. Your ...
How to Create a Plural Version of a Letter from the Single Version in Gorilla®
QUESTIONS THAT APPLY TO THIS TOPIC I’ve downloaded and installed a letter from your Letters Library; how do I create a plural version of the same letter? ANSWER First open the Gorilla Document Manager by going to Messaging, Document Manager. In the ...
How to Delete a Letter from Gorilla®
QUESTIONS THAT APPLY TO THIS TOPIC How do I delete a letter in Gorilla 4? How do I delete an attachment? How do I delete a script/checklist? ANSWER Open the Document Manager by clicking on the Messaging menu, and then selecting Document Manger. ...
How to Edit a Letter in Gorilla®
QUESTIONS THAT APPLY TO THIS TOPIC How do I edit one of the letters in Gorilla? I want to add additional text to an existing letter in Gorilla, how do I do that? ANSWER First open the Gorilla Document Manager by going to Messaging, Document Manager. ...
How To Fix Invalid Documents
QUESTIONS THAT APPLY TO THIS TOPIC Why am I getting a warning that “The documents listed in the Gorilla database do not match the actual document files on your system”? How do I fix an invalid document? ANSWER This message is appearing because ...
How to use Microsoft Word to generate multiple envelopes from Gorilla®
QUESTIONS THAT APPLY TO THIS TOPIC How can I print multiple labels using my Gorilla Client information with Microsoft Word? How can I customize the appearance of my labels? ANSWER While Gorilla is capable of printing multiple labels for your clients, ...
How to Import New Birthday Letters and Replace Old Letters
QUESTIONS THAT APPLY TO THIS TOPIC How do I import the New Birthday Letters into Gorilla? How do I change the existing Birthday Procedures Speedbuttons to include the new letters instead of the old? ANSWER First, ensure that everyone is signed out ...
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 Use Merge Fields in Gorilla® Letters
QUESTIONS THAT APPLY TO THIS TOPIC How do I insert a Merge Field? How do I delete a Merge Field? Where do I input the data for Custom Merge fields? ANSWER Important: If you make any changes to Merge Fields in a letter, be sure to “Save and Exit to ...
How to Send an Email from Gorilla® on Behalf of the Advisor
QUESTIONS THAT APPLY TO THIS TOPIC How can I send an email on behalf of the advisor? I need an email to show up as being sent from my advisor’s email address. ANSWER Option 1 : Set up SMTP Settings in Gorilla. This will require you to contact your ...
How to Use Team Merge Fields in Gorilla®
QUESTIONS THAT APPLY TO THIS TOPIC How can I get my team member’s names to merge into a letter? ANSWER Gorilla has standard merge fields for Advisor, Computer Operator, Sales Assistant, and Service Assistant. Some of our letters already use these ...
How to Generate Multiple Labels using MS Word
QUESTIONS THAT APPLY TO THIS TOPIC How can I print multiple labels using my Gorilla Client information with Microsoft Word? How can I customize the appearance of my labels? ANSWER While Gorilla is capable of printing multiple labels for your clients, ...