Navigating the Contact Workspace
How to Filter by Service Level
While tier and service level are interrelated, they don’t always match. Due to that, sometimes filtering by tier isn’t adequate and you need to filter by service level directly. Since service level is only applied to Households, start by going to the ...
How to Enable Notes View in a Household or Contact Record
You can see the Note for an activity in someone’s record without opening it by enabling the right option. To enable that option: Navigate to the Contacts workspace. Open a Contact or Household record and click on the Activities Tab. Open the More ...
Households
A Household is the family record for a group of Contacts. Contacts in a household are assigned a role within the household: Head of Household Spouse Partner Dependent Each Contact will also have their own record, however, most activity will happen at ...
Creating and Saving Filters
For those who used Gorilla 4 previously, Filters replaced Selection Rules. You can filter by pretty much any field in the database. The instructions below will give you a general set of instructions on how to apply filters to get the results you are ...
How to List People Turning 72.5
It is important to be able to find all the people who are going to have to start making their Required Minimum Distributions. This article explains how to do that. The screenshot above shows the filters used to show all people who turned 72 between ...
Exporting entity data records
You can export records from the table on the Contacts workspace. The export runs against either a single record, or against all of the search results in the data table, regardless of which record is selected. To export data for a single entity: Click ...
Batch Operations
Batch operations, such as batch printing or batch emailing, are actions that you perform on a group of contacts, households, companies, or users at the same time. Batch printing or emailing streamlines the creation and distribution of documents by ...
Saved lists
Saved lists are static lists that users can create to contain entities. Membership on the list is curated by the user rather than by search or filter criteria. You can create personalized saved lists of entities. They should be ones that you ...
Coverage Roles
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 ...
Audit Trail tab
The Audit Trail tab contains a history of actions that users perform on records in Gorilla 5. When you complete an action, that action is logged in the record's audit trail. Users can view the history and details of these actions. The Audit Trail ...
Service Requests tab
The Services Request Tab The Service Requests tab shows the service requests for the selected entity. The data table displays the date when the service request was created and the service request description. To see a service request record and view ...
Calendar Tab
The Calendar Tab The Calendar tab has the same functions as the Schedule workspace but displays only those items associated with the selected entity. To view your own schedule items as well as those of other users navigate to the Schedule workspace.
Opportunities Tab
The Opportunities Tab The Opportunities tab displays opportunity records associated with the selected entity. An opportunity represents a potential sale of one or more products to a client. Each opportunity has a predefined set of stages and items ...
Activities Tab
The Activities Tab The Activities tab contains a data table that displays all of the following that are related to the entity Schedule Items Tasks Documents Email records To view different types of activities related to the selected entity, filter ...
Detail Tab
The Detail Tab The Detail tab uses cards to provide details about the entity. Its contents vary depending on the entity type that you have selected In most cases, it uses the following cards: Addresses Card Displays the entity's addresses and ...
Summary Tab
The Summary Tab does what its name implies: gives a summary of what you will find in the rest of the record. Bio Card This is an editable field used to contain the information you want to be accessible as easily as possible; Things you always want to ...