Gorilla 5 | Financial Accounts

Financial Accounts
How to Assign Financial Account information to the Appropriate Records
The Financial Accounts integration does not match each account to one of your client’s records automatically. This is because the program making assumptions could lead to catastrophic misassignment of account information. To avoid that, assign the ...
Overview of Financial Accounts
Financial Accounts is a new Integration for G5 that lets your CRM display information directly from your account custodian. It is also referred to as the Ndex Integration. How to Find It Once you have integrated it into your G5, you can access it by ...

Gorilla 5 | Financial Accounts | Knowledge Base