Activities
How to Set Reminders
Any Activity you create in the system can be given a reminder. The reminder will tell you the description of the Activity, and its start time. The reminder on most Activities’ defaults to 15 minutes before the Activity. You can change the reminder on ...
How to Add a Note to Multiple Households or Contacts
When you want to add simple information to multiple Households or Contacts, you can use a batch process. Warning: This should not be used to record conversations or meetings. Tasks and Schedule Items are used to record conversations or meetings ...
How to Add a Note to a Task
Add a Note to a Task when you need to update it while it is in progress or record the details of its completion afterwards. Sometimes you will even create a new task just to add a note to it. This is important because of the way tasks can update the ...
How to Add a Note to a Schedule Item
Add a Note to a Schedule Item when you need to update it while it is in progress or record the details of its completion afterwards. Sometimes you will even create a new task just to add a note to it. This is important because of the way tasks can ...
How to Add a Note to a Household or Contact
When you want to add simple information to a Household or Contact, you can use the Note card on their Summary tab. Warning: This should not be used to record conversations or meetings. Tasks and Schedule items are used to record conversations or ...
Add a Note to a Service Request
When you want to add simple information to a Service Request, you can use the Note card on their Summary tab. Go to the Service Request workspace. Find the Service Request you want to add a Note to. Click on its Request ID to open its record. Locate ...
Add a Note to an Opportunity
When you want to add simple information to an Opportunity, you can use the Note card on their Summary tab. Go to the Opportunity workspace. Find the Opportunity you want to add a Note to. Click on its Description or Request ID to open their record. ...
How to stop a Recurring Task
Locate the next recurrence of the Task that has not been closed yet. Click Edit to open the Task. Click on the Recurrence tab. Set the End of Series to By and Enter today’s date in the field under it. Click OK to save your changes. G5 will take some ...
How to Find a Specific Task
Tasks are how you track many of your activities. Finding a specific one in order to update it is a vital skill to master early. There are a LOT of ways to find any one task. This article will break them down based on what you know about the task you ...
Responding to Invitations in Microsoft Outlook
When another user sends you an email invitation for a schedule item, you have the option to: Accept Tentatively accept Decline Propose a new time for the item in Outlook. Also, you can send: A custom response A standard response No response to the ...
Sending Invitations
Schedule item invitations can be sent to entities with a valid email address. To send schedule item invitations: Open the schedule item for which you want to send invitations Select the Attendees tab. You can perform the following tasks in the ...
Invitations
An invitation is an email notification for a schedule item that: Allows the recipient to respond automatically Updates the recipient's response Updates the recipient's schedule in Gorilla 5 Updates the recipient's Microsoft Outlook Calendar when ...
Security for Schedule Items
You can define view and edit security settings which will impact schedule items in both Gorilla 5 and Microsoft Outlook. By default, schedule items, tasks, and entities data are synchronized between Microsoft Outlook and your Gorilla 5 user account. ...
How to Delegate Schedule Items
Delegating a Schedule Item means to make a Schedule Item for another User to complete. Most often an assistant will Delegate Schedule Items to their Advisor. Go to the Schedule workspace. Click the Hide button to toggle on the other User’s calendar. ...
Adding Recurring Schedule Items
You can create a recurring series when you want a scheduled item to occur at set intervals over a long period. You can create a recurring series for new schedule items, or add, or delete a recurring series for existing schedule items. Certain ...
Viewing and Adding Delegated Tasks
View the tasks that you have assigned to other users by selecting the My Delegated Tasks predefined filter card. To add a task for other users, select the My Delegated Tasks predefined filter and click Add, select the task template, and in the Assign ...
Editing and Managing Tasks
You can mouseover a task and click the following buttons: Edit – Opens the task so any of its fields can be changed, or you can add notes. Once opened for editing, this is otherwise the same as making a new task, which you can read more about in this ...
Adding Recurring Tasks
When you want to create a repeating task, you can set a recurrence series rather than adding each instance individually. A recurring series is scheduled according to a specified pattern and within a set scope of time. When you create it, you can have ...
Adding and Deleting Tasks
Add You can add a new task in any of the following locations: Home Workspace My Tasks Card→Add Task button Contact Workspace Select Checkboxes→Add→Task Inside a household or contact record→Summary Tab→Activities card→Add button Inside a household or ...
Tasks
A task is a type of activity that does not need to occur at a defined time. It has a due date instead of being scheduled. The Tasks workspace enables you to search and filter to display and manage tasks. You can modify a task as required and, when ...
Send an Email
Note: You MUST have an active SendGrid account. If you do not have one already, please see How to Sign Up for SendGrid The system addresses the email to everyone from the related activity's For and Assign To fields. To send an email related to an ...
Add a Document
A document is any record of contact. To add a document, go to Activities > Add ( )> Document , and select the document type. There are two types of documents: Document—Upload a PDF, an image, or a text file for the contact here. Advisory Note—Make a ...
Add an Activity
Add an activity to a contact or contact group by clicking the Add button ( ) in the Activities Card or Activities Tab and selecting the activity type. When adding an activity, the defaults for the For and Assign To fields are the contact and the ...
Activities
In Gorilla 5, an Activity is a record of any communication or interaction with a contact or contact group. This includes Schedule Items and Tasks. A Task is an activity that needs to be done but has a due date rather than a specifically assigned date ...
Notes
THE LAW states, “Every contact and contact attempt produces an updated record.” By following “The Law,” you will: Be able to prove, if required, that a conversation or meeting did occur, with whom, when, and about what. Enable your team members to ...