Managing Households/Contacts
How to Use Do Not Contact (DNC)
Do Not Contact is a new feature in G5 that can be set in the Edit screen of a Household or Contact. Note: When someone is set to Deceased, this setting will automatically activate for that Contact. This allows you to keep records of people you want ...
How to Manage Household and Contact Security
You can limit which users can see which contacts and household within your database. This is useful for larger teams who may have multiple advisors who do not share data. There are three security options that can be applied to your households and ...
How to Set a Contact or Household to Active or Inactive
All default filters on the Contact Workspace are set to only show active records. Most lists in the CRM will also automatically exclude inactive records. Setting a record to inactive is an important tool for keeping accurate history, but not ...
How to Add an Important Date to a Contact or Household
An Important Date is a type of custom field that tracks notable dates in a client’s record. They have their own unique space in the record, separated from the other custom fields. To add an Important Date to a household or contact: Go to the Contact ...
How to Create a Copy of a Document for a Household or Contact
You can store master copies of documents in the Document Manager, then use that master copy to create individual copies for a Household or Contact. To do this: Upload the Master Document to the Document Manager Click Create for Contact. Select the ...
How to Add a Document to the Document Manager
Go to the Document Manager. Click Add. Select Document. Select Document again. Type in a name for the new document. Click the Add button in the Attachment field. Browse to the folder that contains the document you want to add. Highlight the document ...
How to Add a File to a Household or Contact Record
Go to the Contact Workspace. Locate and open the Household or Contact you want to add a document to. Go to the Activities Tab. Click Add. Select Document. Select Document again. Type the name of the document into the Description field. Click the Add ...
How to Connect a Contact to a Company
Each Contact in G5 can be connected to a Company, similarly to how they can be connected to a Household. You can see this relationship listed in that contact’s Hierarchy tab under the Company heading. You can also see the same thing in the Hierarchy ...
Social Media in G5
Recording Social Media Accounts G5 does not link directly to any social media sites. However, Households, Contacts, and Companies can all have social media accounts recorded on the Detail tab of their record, in the Communications card. When entering ...
How to Modify the Coverage of a Household or Contact
When you create a Client Coverage Group you then assign it to your Households and Contacts. But when you modify a Client Coverage Group, you need to follow three specific steps, in order. Remove the Coverage Group from all Households and Contacts. ...
How to Assign or Remove Coverage to a Household or Contact
Coverage Roles are assigned to Users so that Activity Plans and Campaigns can assign activities to the person in that role. To read more about: How to Assign Activity Plan Steps to a Coverage Role How to Add Workflow Actions to a Campaign Workflow ...
Household and Contact Status
The Status field tells you what relationship a household has to your practice. It has five default options: Client is someone that does business with you. Prospect is someone that you want to do business with and is qualified for your services. ...
How to Make Corrections to an Address
How to Make Corrections to a Household’s Address Go to the Contacts workspace. Click the Households button. Type the name of the Household into the search bar and hit enter. Click the name of the Household to open the record. Click on the Details ...
How to Change a Preferred Address
How to Change a Household’s Preferred Address Go to the Contact workspace. Click the Households button. Type the name of the Household into the search bar and hit enter. Click the name of the Household to open the record. Click on the Details tab. ...
How to Copy an Address from the Household onto a Contact
Go to the Contacts workspace. Click the Contacts button. Type the Contact’s last name into the search bar and hit enter. Click on the name of the Contact. Click on the Details tab. Find the Address card. Click the Select Address button. Select the ...
How to Add a New Address
To Add a New Address to a Household Go to the Contacts workspace. Click the Households button. Type the name of the Household into the search bar and hit enter. Click the name of the Household to open the record. Click on the Details tab. Find the ...
Address and Salutation Checking
Go to the Contact workspace. Everything we do with Address and Salutation Checking will happen here. Who To Run It On Select the Filters needed for the group of people you want to run Address and Salutation Checking on. The first Filter you will ...
How to Check Who Has Been Assigned as the Head of Household
Go to the Contact workspace. Click the Households button. Click the Status button. Check the box for Client. Click Apply. Note: Large projects are always more manageable when they are broken down into smaller pieces. This is why we have you start ...
How to Add an Individual to a Household
Go to the Contacts workspace. Click the Households button. Click on the Household’s name to open the record. Go to the Summary tab. Find the Members card. Click the Add button in the Members Card Type the Individual’s last name into the Name field. ...
How to Assign Household Roles
Go to the Contact workspace. Click the Households button. Click on the Household’s name to open the record. Go to the Summary tab. Find the Members card. Expand the Contact in the Members card. Click Edit Use the Role drop-down to select the role you ...
How to Check if a Household Has a Spouse Assigned
Go to the Contact workspace. Click the Households button. Click on the Household’s name to open its record. Go to the Summary tab. Find the Members card. If a Spouse has been assigned, it will be listed under their name in this card. To assign a ...
How to Fix an Addressee’s Name
When examining this part of an address block, ask yourself these questions: Does it appear the way the recipient would want it to? Is it too formal? Not formal enough for the recipient? Is it spelled and formatted correctly? To fix anything wrong ...
How to Fix a Greeting Line
How to Fix a Household’s Greeting Line Go to the Contact workspace. Click the Households button. Type the name of the household into the search bar and hit Enter. Click the Edit button on the household. The household’s Edit window will open. Make any ...
How to merge Households and Contacts
In G5 you can merge two Households together or two Contacts together. A Household and a Contact are unable to be merged. If you have duplicate individuals inside duplicate Households, the best practice is to merge the duplicate Contacts first, then ...
How to Add a Household Phone Number or Email Address to a Contact
Phone numbers or email addresses on a Household can be quickly and easily added to any of its members (Contacts). Go to the Contact Workspace and select the Contact that you want to add a Household’s phone number or email address to. Go to the ...
How to Add a Household Address to a Contact
Any address on a Household can be quickly and easily added to any of it’s members (Contacts). Go to the Contact Workspace and go to the Contact that you want to add a Household’s address to. Go to the Addresses card on the Detail tab. Click the ...
Specifying view and edit security for entities
You can specify permissions to view and edit entities from the table or from an entity's banner: To set the permissions for an entity from the data table: Navigate to the Contacts workspace Click the More Actions button for the entity and select ...
Merging entities
If you have duplicate data records in the database that refer to the same person or organization, you can merge their information to create a single record. After the records are merged, all instances of the source entity are replaced by the target ...
Managing addresses
You can manage addresses by going to the Addresses Card on their Detail tab. When adding addresses you can provide address types. These describe the address's relationship to the person, like work, home, etc. You can add addresses for an entity as ...
Deleting Households, Contacts or Companies
Best Practices: Activities are deleted separately from someone’s record. Either cancel or delete them before you delete the record or find them on the Home workspace to delete them after. Deleting a Household does not delete the Contacts that are ...
Profile Images
You can add a profile image to an entity by clicking the Picture button to the right of the image icon. Select the Set Picture menu option, and select the required image from your Windows File Explorer. The profile image will display: In the entity ...
Copying entities
If you are adding a new entity with information similar to an existing one, you can save time by copying the existing entity. This lets you avoid wasting time re-entering information that can be duplicated. There are two ways to copy an entity: On ...
How to Add a New Household, Contact, or Company
You can add Contact and Company records to the system on the Contacts workspace. Best Practice: Whenever you add a Contact, Create the Household first unless it is to be added to an existing Household, even for single individuals. Add a Household and ...