Office Procedures
How to Create New Office Procedures in Gorilla® 4.x
QUESTIONS THAT APPLY TO THIS TOPIC How do I create new Office Procedures in Gorilla? ANSWER Before you begin to create the procedure you need to verify a few things: You need to have a Procedure Recurrence created that fits what your Office Procedure ...
How to Create a Birthday Office Procedure
QUESTIONS THAT APPLY TO THIS TOPIC How do I create a Birthday Office Procedure? ANSWER At the Gorilla Training Seminar, BGM runs a utility to set up a Birthday Office Procedure for each Individual in your database at that time. To set up an ...
How to Process Anniversary Procedures in Gorilla® 4.x
QUESTIONS THAT APPLY TO THIS TOPIC How do I process the Anniversary letters for the contacts in Gorilla? ANSWER In Gorilla select Tools and then select Process Office Procedures. In the new Office Procedures Due window look at the Selection ...
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 In Gorilla select Tools and then select Process Office Procedures. In the new Office Procedures Due window look at the Selection Criteria on ...
How to Set Up the Wedding Anniversary Office Procedure
IMPORTANT NOTE The process explained in this document can also be reviewed as a tutorial on the BGM University . Before implementing these steps in your own database, please review the tutorial “Anniversary Letters” in the Info Sheet section of ...