General
G5 Badges
G5 has a number of badges designed to tell you several things about a record at a glance. That information can only be understood quickly if you are familiar with what each one means. Badge Icon Where What it Means Late Touch Household If this ...
Sales Pipeline for G5
The English language has a wonderful feature called Homophones, which are two words that sound the same, but mean different things. Dads everywhere rely on this feature for some of the most naturally flowing humor in the world. Unfortunately, it also ...
Gorilla 4 to Gorilla 5 Field Comparisons
The purpose of this document is to go into detail on the differences between G4 and G5, from the perspective of someone migrating to G5. People The basic unit of people in G4 was the Contact Group or CG. A CG had individuals assigned to it, and an ...
User Emails
Any new User created in G5 is created based on a name and an email address. Those are the basic parts of any User, and both are pretty important for a lot of functions of the CRM… more than you may realize. First and foremost, the email listed in the ...
Filters vs Lists
Use filters and lists to add activities, send batch emails, and perform batch-printing jobs for households or contacts that are members of the filter or list. Filters Filters are dynamic lists that are created by filtering various properties found on ...
How to Add a Halo to Deceased Contacts or Households
Having a visual cue that someone is deceased is helpful in avoiding social missteps. This procedure will show you how to add a halo to a deceased Household or Contact in order to provide this visual cue. Note: Mark a Household deceased only when all ...
How to Use the Birthday Filter
A person’s birthday is an important bit of information. There are many reasons to target groups of people based on their birthdays. Open the Birthday Filter Open the Contacts workspace. Select Contacts. Households and Companies don’t have birthdays, ...
How to Check Dictations for Activities and Opportunities to be Created
When other users are dictating notes into G5, sometimes the dictated note will contain instructions or other activities or opportunities that need to be created. Each day, scan the recent activities for any dictations like that, and create the ...
How to Customize Tier F in G5
Tier F was added to allow users to customize an additional Tier if their business model needs it. To Customize Tier F: Name a new Service Level. Assign the intervals for the SLM Touch Types to the new Service Level. Contact Software Support with the ...
Using 2FA with a Google Authenticator
Note: Before you can use 2FA, you need to have it enabled within your G5 instance. To enable 2FA, please out to Software Support at 801-553-9888. Once you are set up to use two-factor authentication for G5, you will need to go through a series of ...
How to Click to Dial in G5
Note: This will only work if you have Voice Over IP. Voice Over IP is not a BGM product. Speak to your company IT about how to get it. Go to the Communications card in someone’s record. Click on one of the phone numbers there. You will see a ...
How to Set the Default Currency in G5
G5 can display currency as either CAD (Canadian) or USD (United States). If G5 is showing the wrong currency you can change it in User Preferences. Click on User Settings (your profile image in the top right) and select User Preferences. Select the ...
G5 Field Glossary
This document details the various fields found within G5 and what their purpose is. Households Household – The name of the household – e.g., Smith, John and Jane. Dear – The name you want to be used in the greeting or salutation line of letters. This ...
How to Open G5 on Your Mobile Device
Currently there is not an app that you can download from any app store. However, you can still get G5 on your mobile device for easy usage. Android Open Google Chrome or whichever browser you prefer. In the address bar, enter in the address to your ...
How to Remove Your Digital Signature or Portrait from Letters
If you remove your digital signature or portrait without putting something else in its place, you will get errors on your letters. Follow these instructions to avoid those errors. Note: To use this process, download the Blank Portrait and Blank ...
How to Run Address and Salutation Checking in G5
Add the G5 Address and Salutation Checking Document: Download the G5 Address and Salutation Checking Document from the Letters Library. Go to the Document Manager in G5. Click the + button to add a new file. Choose from the Document menu to add a ...
Finding Empty Fields in G5
When contact or personal information is missing, it needs to be found and filled in. In order to do that, you’ll need to create a list of people missing that information. To make that list, you use the Unspecified operator in a filter looking at that ...
The Profile Process in G5
We have different questionnaires for the profiling process. The great thing about G5 is you can keep all the information captured in those questionnaires in Gorilla. As you make Personal Contact Calls or even meet for Client Update Meetings you can ...
Dictating into G5
Using a Mobile device: Dictating your notes into G5 is incredibly easy on your mobile device. And it is not just notes that you can dictate. Anywhere that you would normally have to type in information, you can dictate into. Open G5 on your mobile ...
How to Import Contacts
Prepare the Import Spreadsheet Download the .zip file from the bottom of this article. Save the contents in a location you can easily find. Open the contact.csv file using Microsoft Excel. Enter the info for all the contacts you want to import into ...
G5 Release Notes
Below is a compiled list of all release notes for each update made to G5. The newest notes will be at the top. 3.6 Release Notes August 3, 2024 New Features Schedule Items Work Better than Ever with the Calendar Sync Until now, when a Schedule Item ...
How to Update Your Records When Someone Dies
Whenever an individual dies you need to update your records in a few ways to account for it. This will ensure they are no longer included in any mailings or mistaken as a current client in any way. Add the Date of Passing as an Important Date to the ...
Using the Office App for G5
This app is an add-on for both Outlook and Word. You must be Logged into G5 to use the office app in Outlook or Word. If you have not yet installed the add in, you can follow this link for instructions: ...
Installing the Office Add In for G5
Make sure you close Outlook and Word applications. Download the appropriate Office Add In here. Unzip the files by right clicking on the nexj-office-addin-4.6.0.zip folder, or Canada-nexj-office-addin-4.6.0.zip, and choose Extract All, then click ...
How to Navigate in Gorilla 5
The Home Workspace 1. Workspace name, 2. Tabs, 3. Navigator, 4. main window, 5. Quick-Add button, 6. Shortcut Panel Tabs Each workspace has a different set of tabs. On the Home workspace, for example, the tabs include: SUMMARY—provides a brief ...