How to Create a Contact Group in Gorilla 4.x. How do I create a new Contact Group? How do I edit a Contact Group s information?
|
|
- Leo Thornton
- 5 years ago
- Views:
Transcription
1 Bill Good Marketing Excel: Text to Columns How to Create a Contact Group in Gorilla 4.x The information in this article applies to: Creating a Contact Group in Gorilla 4.x. Questions that apply to this topic: Answer: How do I create a new Contact Group? How do I edit a Contact Group s information? 1. Before you create a new Contact Group you need to first verify that they are not already in Gorilla. 2. Open Gorilla and go to the Finder screen. 3. Select All under Contact Group and perform a search for the person you want to add. If you do not find the person move on to the next step. If you do, do not add them again. Edit the existing record. 4. Select All under Individual and perform a search for the last name of the individual you need to add. If you do not find the person you can move to the next step to begin adding them. If you do find them, right click on them and choose Contact Group and it will give you the Name of the Contact Group they are a part of. 5. Click on the Tools menu and choose Data Entry Wizard. You can also press F Bill Good Marketing, Inc. All rights reserved. 1
2 6. The first screen is the Contact Group screen. This is where you enter general information about the Contact Group. There are many fields on this screen that are useful, but not all of them are required when creating a new Contact Group. The fields that are required or recommended are: a. Group Name: (Required) The Group Name is the name used to identify this Contact Group in Gorilla. b. List: The list field is used to describe the relationship the Advisor has with this Contact Group. (i.e. client, prospect, connection) c. Communication Status: Shows what restrictions, if any, there are on contacting this Contact Group. d. Communication Channel: Sets the method of sending a message such as , fax, or printed letter. e. Default to Business Address: (Checkbox) Check this if you would like this Contacts Group s default address bundle to be the Business Address Bundle. If this is not checked it will default to the Home Address Bundle. f. Primary System Owner (Required): This is the primary system owner that will own this Contact Group. g. Secondary System Owner (If applicable) Bill Good Marketing, Inc. All rights reserved. 2
3 7. On the Individual screen, you can add information for all the individuals that are associated with this Contact Group. Enter the information you have for the first person in the corresponding fields. Like the Contact Group screen, you do not have to enter all the information for each person. The required and recommended fields for an individual are: a. First Name. b. Last Name (Required). c. Gender: Required for setting up birthday office procedures. d. Birthday: Required for setting up birthday office procedures. e. Outlook Type: If you are planning on syncing your contacts with Outlook. Once you have entered the information for that individual, click the Save button, located to the right of the list of individuals. To add another individual, click New, then enter that individual s information following the same steps as outlined above Bill Good Marketing, Inc. All rights reserved. 3
4 8. On the Mailing Address screen, you can enter all the addresses that are associated with this Contact Group. For each address that you add, fill in all the fields that are applicable. Each address should have these fields: a. Address Line 1 b. City c. State d. Zip The other fields are there for your convenience, but are not required. For example, Address Line 2 can be used if the Contact Group has an apartment number, and Country can be used for any Contact Groups whose mailing address is outside of the country. The Outlook Type - Address field is used when syncing with Outlook. The Important Information field is for information specific to the address that you are entering. An example could be John is at this address each year from June to August. Similar to the Individual page, you can add as many addresses as necessary. Click Save once you have entered the information needed for this address, and then click New to add another mailing address Bill Good Marketing, Inc. All rights reserved. 4
5 9. The Phone/Fax screen holds a list of all the phone and fax numbers for this Contact Group. These are the requirements for each of the fields on this screen: a. Area/Country Code: This field only accepts up to 5 digits. b. Phone Number: Enter the seven-digit phone number into this field. Dashes (-) are acceptable here. c. Extension: Only use this field for entering the extension. Do not enter other information in this field, such as who this phone number belongs to. d. Phone Type: This identifies what this number is, such as a cell phone, business phone, fax, home phone, etc. e. Outlook Type - Phone: This field is used for identifying what type of phone number this is when syncing Gorilla with Outlook. f. Important Information: If you have anything you want to remember about this phone number, enter it into this field. Like the previous sections of the Data Entry Wizard, you can add as many entries as you would like to the Phone/Fax Number screen Bill Good Marketing, Inc. All rights reserved. 5
6 10. On the Address screen, you can add the address associated with this Contact Group. Here are the criteria for each of the fields in the screen: a. Address: Do not put anything other than an address in this field. b. Outlook Type - This field is used when syncing Contact Groups with Outlook. c. Important Information: Use this field to identify anything special about the address that you are entering. This is the best place to remind you who the address belongs to. Similar to the previous screens, you can add as many addresses as you would like by clicking New, then Save when you have entered the address. If you are planning on syncing your s with Outlook, make sure that the client s address you would like to sync is listed on this screen Bill Good Marketing, Inc. All rights reserved. 6
7 11. The Important Date screen is useful for keeping track of any dates you wish to remember about a Contact Group. a. Important Date: Click the 3-dot box to the right of the field, a calendar will pop up and you will be able to select the important date. When you have selected the date, click Apply. b. Type: Identify what Type of important date this is, such as an anniversary or a retirement date. You can add new entries to this field by clicking on it and pressing the F4 button on your keyboard. NOTE: Do not enter birthdays on this screen. Birthdays should be entered on the Individual page. c. Description: Describe the important date here Bill Good Marketing, Inc. All rights reserved. 7
8 12. On the Accounts page you can keep track of this Contact Group s accounts. a. Account Number: Enter the account number is in this field. b. Type: Use this field to identify what type of account this is. This is another customizable field where you can enter new items to the list. Add new items by highlighting the field and pressing the F4 key on your keyboard. c. Primary: Check this box if this is the primary account. d. Description: Describe the account here Bill Good Marketing, Inc. All rights reserved. 8
9 13. The following information applies to the Primary Home Address Bundle and Primary Business Address Bundle screens. a. Name: Enter the name of the Address Bundle here. b. Automatically Generate Name of Address Bundle: (Checkbox) This function will automatically generate the name, address line, and salutation for the address bundle based on the individuals selected in the first and second addressee fields. c. First and Second Addressee: Select the names of the individuals who you want to be included in this address bundle. If you only want one addressee, leave the second addressee line blank. If you wish to remove an addressee, highlight that line, and press the space bar. d. Address as Married: (Checkbox) This checkbox will automatically change the way that the salutation line is formatted. e. Addressing Mode: This is where you select which addressee is used to generate the address bundle data. The Override option will allow you to manually input an address line and salutation line. f. Address: (Drop-Down Box) To ensure that letters will be sent to this Contact Group, select the address that applies to this address bundle (Home or Business) Bill Good Marketing, Inc. All rights reserved. 9
10 g. Phone Number: (Drop-Down Box) Phone numbers that you have selected in the address bundle will show in the finder screen, and are used on certain letters as well. For these reasons, make sure that you have a phone number selected. h. (Drop-Down Box) Select the that you wish to use when sending a message via . i. Fax: (Drop-Down Box) Select the fax number that this Contact Group prefers. 14. Alternate Address Bundles are used for things such as Birthday Addressing and Campaigns. The top portion of the screen is the same as the previous two Address Bundle screens. The only difference is a Start Date and End Date field for your reference. You can add as many address bundles as necessary. To create an Alternate Address Bundle, click New, located on the lower right-hand side of the screen, enter the information, and click Save Bill Good Marketing, Inc. All rights reserved. 10
How to Import a Text File into Gorilla 4
Bill Good Marketing Excel: Text to Columns How to Import a Text File into Gorilla 4 The information in this article applies to: Importing a text file into the Gorilla database. Questions that apply to
More informationHow to Downline/Delete Contact Groups
Bill Good Marketing How to Downline/Delete Contact Groups Questions that apply to this topic Answer How do I delete a Contact Group? Multiple Contact Groups? How do I remove a Contact Group or multiple
More information[Type text] DLC Client Manager Welcome Manual
[Type text] DLC Client Manager Welcome Manual Table of Contents Getting Started Prepping Your Data in Expert... 3 Logging In... 4 Synching with Expert... 5 Getting Started with Client Manager... 6 Working
More informationMicrosoft Outlook 2007 Contacts
Outline Contacts... 1 Create a contact card from an incoming email message... 1 Create a contact card from scratch... 2 Send email to contact... 2 Option 1... 2 Option 2... 3 Displaying in LastName, FirstName
More informationConsumer Notifications Member User Guide
VIRTUOSO.COM USER GUIDE Consumer Notifications Member User Guide AUDIENCE: Members TOPIC: New auto-triggered notifications to your clients. CONSUMER NOTIFICATIONS HIGHLIGHTS Automate outreach to your clients
More informationCMS Attendance for Windows
User's Guide CMS Attendance for Windows By Church Management Solutions Copyright 1996, ParishSOFT L.L.C. and Church Management Solutions. All rights reserved. Release 2 (12/1/95) Microsoft is a registered
More informationW W W. M A X I M I Z E R. C O M
W W W. M A X I M I Z E R. C O M Notice of Copyright Published by Maximizer Software Inc. Copyright 2018 All rights reserved Registered Trademarks and Proprietary Names Product names mentioned in this document
More informationTurnkeyMail 7.x Help. Logging in to TurnkeyMail
Logging in to TurnkeyMail TurnkeyMail is a feature-rich Windows mail server that brings the power of enterprise-level features and collaboration to businesses and hosting environments. Because TurnkeyMail
More informationJARGON FREE TRAINING. MS Access A Jargon Free Guide. Paul Barnett 7/31/2010. For complete, no nonsense training visit
JARGON FREE TRAINING MS Access 2010 A Jargon Free Guide Paul Barnett 7/31/2010 For complete, no nonsense training visit A quick guide to some features in MS Access 2010 and an insight into Jargon Free
More informationDonor Management with GiftWorks. The Big Picture... 2 A Closer Look... 2 Scenarios... 4 Best Practices Conclusion... 21
Donor Management with GiftWorks The Big Picture... 2 A Closer Look... 2 Scenarios... 4 Best Practices... 20 Conclusion... 21 The Big Picture With GiftWorks, you can store a large amount of information
More informationManaging Your Reminders and Contact History in Contact Manager
Managing Your Reminders and Contact History in Contact Manager Copyright 2016 TABLE OF CONTENTS Unit 1: Finding an Account in Contact Manager 1 Using the Incremental Search Tool 1 Using the Navigation
More informationMarketing QuickStart Guide
Marketing QuickStart Guide A detailed guide to get started with the Marketing Module Big Contacts, LLC 01/30/2017 Page 1 This User Guide will show you how to get off to a quick and successful start with
More informationBehavior Letter Wizard August 2012
Behavior Letter Wizard August 2012 This document is intended for restricted use only. Infinite Campus asserts that this document contains proprietary information that would give our competitors undue advantage
More information10.0. Construction Management Software CRM
10.0 Construction Management Software CRM ComputerEase Version 10.0 Copyright 2013 ComputerEase Software, Inc. All rights reserved. 5/30/2014 ComputerEase Software, Inc. 6460 Harrison Ave., Suite 200 Cincinnati,
More informationQuick Start Program Basic Manual ContactWise 9.0
Quick Start Program Basic Manual ContactWise 9.0 ContactWise QuickStart Program Basic Manual Copyright 2009 GroupLink Corporation. All Rights Reserved. ContactWise is a registered trademark of GroupLink
More informationWhat s New in Amicus Attorney 2010 Small Firm Edition
What s New in Amicus Attorney 2010 Small Firm Edition Contents This document describes the new features in Amicus Attorney 2010 Small Firm Edition. This Edition is designed for smaller firms, as a partner
More informationMail Merge Mailings Tab
Mail Merge Mailings Tab Mail merge is used to create a set of documents, such as a form letter or envelopes, that is sent to many customers or to create a sheet of labels. Each letter, envelope, or sheet
More informationAccessing WealthElements via W.connect
Accessing WealthElements via W.connect Winfund offers a feature that allows an active W.connect user to export client and spouse contact information and investment data into EquiSoft s Web-based WealthElements
More informationThe Raiser s Edge & Microsoft Office Integration Guide
The Raiser s Edge & Microsoft Office Integration Guide 020912 2012 Blackbaud, Inc. This publication, or any part thereof, may not be reproduced or transmitted in any form or by any means, electronic, or
More informationDonor Management with GiftWorks
Donor Management with GiftWorks The Big Picture With GiftWorks, you can store a large amount of information about each of your donors. In addition to basics like names, addresses, and phone numbers, you
More informationStudent Records. SLCM_AD_310 Practice Guide
Student Records SLCM_AD_310 Practice Guide Table of contents Exercise 2.1 Create & Inactivate Holds... 2 Exercise 2.2 Create a Note on a Student s File... 4 Exercise 3.1 Change Student Address... 5 Exercise
More informationOrder Entry. ARUP Connect
ARUP Connect User Manual October 2017 Table of Contents Quick Steps... 4 To Enter an Order... 4 To Search for a Patient... 4 To Edit an Order... 5 Introduction... 6 To access Order Entry... 6 Feedback...
More informationProvider Secure Portal User Manual
Provider Secure Portal User Manual Copyright 2011 Centene Corporation. All rights reserved. Operational Training 2 August 2011 Table of Contents Provider Secure Portal... 5 Registration... 6 Provider -
More informationStatTrak Address Manager Business Edition User Manual
StatTrak Address Manager Business Edition User Manual Overview... 2 Frequently Asked Questions... 5 Toolbar... 7 Address Listings... 9 Update Main & Details... 11 Update Individual... 12 Back Up Database...
More informationPACS. Family & Members. User Guide. pacs1.1
PACS Family & Members User Guide pacs1.1 Tribal SchoolEdge Level 1, 17 Madden Grove RICHMOND VIC 3121 Support Centre: Web: https://support.schooledge.com.au/ Email: support.schooledge@tribalgroup.com Tel:
More informationNCH Software Reflect Customer Database
NCH Software Reflect Customer Database This user guide has been created for use with Reflect Customer Database Version 3.xx NCH Software Technical Support If you have difficulties using Reflect Customer
More informationChapter 3 Using Styles and Templates
Getting Started Guide Chapter 3 Using Styles and Templates Using Consistent Formatting in Your Documents Copyright This document is Copyright 2010 2016 by the LibreOffice Documentation Team. Contributors
More informationApril Communication Manager User s Guide
April 2012 Communication Manager User s Guide Table of Contents Overview... 4 Navigating ecentral... 5 WebSync Wizard... 8 WebSync Setup... 8 Login Setup... 9 Schedule WebSync... 9 WebSync Options... 9
More informationInternet and Technology Training Services Miami Dade County Public Schools Miami, Florida 33175
Basic Manual Palm Handheld Internet and Technology Training Services Miami Dade County Public Schools Miami, Florida 33175 Basics of Palm Handheld Computers (for Beginners) Contents: Guides user through
More informationEMS WEB APP Configuration Guide
EMS WEB APP Configuration Guide V44.1 Last Updated: August 14, 2018 EMS Software emssoftware.com/help 800.440.3994 2018 EMS Software, LLC. All Rights Reserved. Table of Contents CHAPTER 1: EMS Web App
More informationXRMS Open Source. User Manual v March 2006
XRMS Open Source User Manual v 1.99 28 March 2006 Copyright Information Copyright 2005-2006 XRMS Development Team. Some rights reserved. Licensed under the GNU Free Documentation License [http://www.gnu.org//copyleft/fdl.html].
More informationChapter 11- Bulk s and SMS s
Chapter 11- Bulk Emails and SMS s The Bulk Emails and -SMS facility allows you to be able to send emails and/or SMS s to all the patients registered in your practice. This includes sending of newsletters,
More informationSet & Forget Marketing
Set & Forget Marketing POS Sites User Guide A Product Of Table of Contents Introduction... 1 Before you Begin.... 2 1. Decide on the look and feel of your Marketing E-mails... 2 2. Getting your Logo in
More informationTraining Guide. Microsoft Excel 2010 Advanced 1 Using Conditional and Custom Formats. Applying Conditional Formatting
Microsoft Excel 2010 Advanced 1 Using Conditional and Custom Formats Applying Conditional Formatting Excel lets you quickly apply Conditional Formatting to help you explore and analyze data visually, detect
More information34: Customer Relationship Management (CRM)
34: Customer Relationship Management (CRM) Chapter Contents Methods to Create a Marketing Lead... 34-1 Option 1: CRM Widget... 34-2 Option 2: CRM Group... 34-2 Option 3: Create an Employer... 34-3 Option
More informationVisitors in BNI Connect
Visitors in BNI Connect Copyright 2014 BNI, All Rights Reserved Table of Contents The Visitor Process In BNI Connect... 3 Overview of the Visitor Process... 4 Inviting Visitors... 7 Chapter Operations
More informationCreating Jump Searches
Creating Jump Searches Jump Searches are created in Website Administration, and they are used to create dynamic hyperlinks for ReeceAndNichols.com property search pages. 1. Open your web browser, and go
More informationVendor Create and Maintenance Manual
University of Maine System Financials Vendor Create and Maintenance Manual Vendor Create and Maintenance 1 Index Introduction & Conversion from the Legacy System with Process Assumptions....3 I. Adding
More informationUser Guide. RLComputing, LLC Phone: Fax:
E-Mail User Guide RLComputing, LLC Phone: 716.656.8958 Fax: 1.866.375.3393 www.rlcomputing.com Email: info@rlcomputing.com Who is this manual for? The purpose of this manual is to help any user who has
More informationLogin. Forgotten Username & Forgotten Password. Game Schedule. HorizonWebRef.com Instructions ALL USERS
Login Go to the login URL: http://my.horizonwebref.com At the center of the screen you will see the login prompts. Enter User Name & Password Click Login ***If this is your FIRST TIME in the system, you
More informationIdentity Finder: Managing Your Results
Updated 1/30/2012 Identity Finder: Managing Your Results The most important part of running Identity Finder is determining the most effective and secure way of managing the search results. Be sure to carefully
More informationMerging Mailing Labels in Office 2007
The Company Rocks Merging Mailing Labels in Office 2007 Step-by-step instructions to accompany video lessons Danny Rocks 4/15/2011 Merging Mailing Labels in Microsoft Office 2007 Despite the popularity
More informationMy CLUB Navigation Tab
My CLUB Navigation Tab Navigation through the DaCdb is accomplished by clicking on tabs/links at the top of the database home page. About 90% of the club administrative tasks on the database can be accomplished
More informationCreate OData API for Use With Salesforce Connect
Create OData API for Use With Salesforce Connect The following steps describe how to set up and configure Jitterbit LIVE API Platform to expose data in an easy to consume, secure form so that Salesforce
More information2007, 2008 FileMaker, Inc. All rights reserved.
Bento User s Guide 2007, 2008 FileMaker, Inc. All rights reserved. FileMaker, Inc. 5201 Patrick Henry Drive Santa Clara, California 95054 FileMaker, the file folder logo, Bento and the Bento logo are either
More informationHow to Use Your Office 365 Account
How to Use Your Office 365 Account Microsoft Office 365 is a free account that allows students access to their student email as well as the rest of the Microsoft Office Online suite including Word, Excel,
More informationTribute Data Entry Guide
Tribute Data Entry Guide 020112 2008 Blackbaud, Inc. This publication, or any part thereof, may not be reproduced or transmitted in any form or by any means, electronic, or mechanical, including photocopying,
More informationChapter 3 Using Styles and Templates
Getting Started Guide Chapter 3 Using Styles and Templates Using consistent formatting in your documents Copyright This document is Copyright 2010 2014 by the LibreOffice Documentation Team. Contributors
More informationAccountant Office Managing Clients
Accountant Office Managing Clients Participant Guide Version 1.0 2008 MYOB Technology Pty Ltd Disclaimer MYOB has made every attempt to ensure the accuracy, relevance and completeness of this material
More informationAdminPlus Contact DB User Guide LEARN OUR SOFTWARE STEP BY STEP
AdminPlus Contact DB User Guide LEARN OUR SOFTWARE STEP BY STEP Copyright 2016 Rediker Software. All rights reserved. Information in this document is subject to change without notice. The software described
More informationRE-LO Integration Guide
RE-LO Integration Guide 05/06/2016 Edge 4.5 RE-LO Integration US 2015 Blackbaud, Inc. This publication, or any part thereof, may not be reproduced or transmitted in any form or by any means, electronic,
More informationMicrosoft Office 2016 Mail Merge
Microsoft Office 2016 Mail Merge Mail Merge Components In order to understand how mail merge works you need to examine the elements involved in the process. In any mail merge, you'll deal with three different
More informationBlackboard 5 Level One Student Manual
Blackboard 5 Level One Student Manual Blackboard, Inc. 1899 L Street NW 5 th Floor Washington DC 20036 Copyright 2000 by Blackboard Inc. All rights reserved. No part of the contents of this manual may
More informationQUICK START GUIDE. How Do I Get Started? Step #1 - Your Account Setup Wizard. Step #2 - Meet Your Back Office Homepage
QUICK START GUIDE Here is a tool that will help you generate prospects and follow up with them using your web browser. Your Lead Capture system has Personal Sites, Contact Management, Sales Tools and a
More informationOUTLOOK WEB ACCESS UOW USER GUIDE INDEX
OUTLOOK WEB ACCESS UOW USER GUIDE INDEX ACCESSING MAIL... 2 SETTING UP... 2 OPTIONS... 3 VIEWING... 4 ARRANGE MESSAGES... 4 CREATING/SENDING A NEW MESSAGE... 5 REPLYING TO MESSAGES... 5 FORWARDING MESSAGES...
More informationGatekeeper. The Navigation Window. Copyright 2005, Primary Solutions, Inc.
Gatekeeper The Navigation Window Copyright 2005, 2006 Primary Solutions, Inc. Last Updated 10/28/2011 Table of Contents FINDING YOUR WAY AROUND GATEKEEPER... 3 THE DASHBOARD... 3 GENERAL NAVIGATION...
More informationCREATING AN AD HOC QUERY
Ad Hoc Reporting AD HOC REPORTS are custom reports that you create on the fly so that you can view specific information that is important to you. An ad hoc report is created from a query, which means that
More informationRegistering for Classes Online
2016 Registering for Classes Online WWW.MYACTIVESENIOR.COM The Lou Walker Senior Center offers a variety of classes for its members. To take a class, you must first sign up. The My Active Center website
More informationGetting Started with Entourage Mail For the Mac using OS X Keith Roberts
MAC1018 October 2003 Getting Started with Entourage Mail For the Mac using OS X Keith Roberts INTRODUCTION...1 REQUIREMENTS...1 POP AND IMAP SERVERS...1 WHERE DO I GET ENTOURAGE?...1 GETTING STARTED...1
More informationHow to query general person information. Last Updated: 22-Nov-2010
How to query general person information Table of Contents How to view, modify or create a person...3 How to view and modify existing records...4 How to create a new person record...5 How to view, add and
More informationRegistration Fields Manager extension for Magento2. User Guide
Registration Fields Manager extension for Magento2 User Guide version 1.0 Website: http://www.itoris.com Page 1 Contents 1. Introduction... 3 2. Installation... 3 2.1. System Requirements... 3 2.2. Installation...
More informationIntroduction to Microsoft Excel 2007
Introduction to Microsoft Excel 2007 Microsoft Excel is a very powerful tool for you to use for numeric computations and analysis. Excel can also function as a simple database but that is another class.
More informationPST for Outlook Admin Guide
PST for Outlook 2013 Admin Guide Document Revision Date: Sept. 25, 2015 PST Admin for Outlook 2013 1 Populating Your Exchange Mailbox/Importing and Exporting.PST Files Use this guide to import data (Emails,
More informationMicrosoft Office Outlook 2010
Starting Microsoft Outlook 2010 with XP Click on Start, E-mail Microsoft Outlook or Start, All Programs, Microsoft Office, Microsoft Outlook. Starting Microsoft Outlook 2010 with Windows 7 Click on the
More informationMicrosoft Outlook Basics
Microsoft Outlook 2010 Basics 2 Microsoft Outlook 2010 Microsoft Outlook 2010 3 Table of Contents Getting Started with Microsoft Outlook 2010... 7 Starting Microsoft Outlook... 7 Outlook 2010 Interface...
More informationMail Merge Labels Envelopes
Mail Merge Labels Envelopes Mail Merge In Word, the Mail Merge Wizard can be used to integrate data stored in an Access database with a Word document. Mail merge is commonly used to create personalized
More information7.0 Permit Manual. Page 1. PDF created with pdffactory trial version
7.0 Permit Manual Page 1 MPM Permit Entry To see the permits entered you may use the buttons at the bottom of the screen (i.e. First will bring up your first record) To enter new permits use the new button.
More informationHow to Mail Merge a file with Microsoft Word 2003
2003 February 2005 How to create a query in SOS, export the report to a Text file and then use the report to do a mail merge with Microsoft Word 2003. The same example applies to any of the export options
More informationChapter 3 Using Styles and Templates
Getting Started Guide Chapter 3 Using Styles and Templates Using Consistent Formatting in Your Documents Copyright This document is Copyright 2017 by the LibreOffice Documentation Team. Contributors are
More informationInfinite Campus Discipline Entry
When creating a Behavior Event, you only need to create one event and then add additional people involved. Method 1: Creating a Behavior Referral using the Behavior Module Note: Using this feature the
More informationData Import Tool Explained
Introduction The object of this manual is to provide you with the necessary navigational support in order to give you the ability to create client records and send leads/opportunities directly into adviser
More informationChapter 3 Using Styles and Templates
Getting Started Guide Chapter 3 Using Styles and Templates Using Consistent Formatting in Your Documents Copyright This document is Copyright 2018 by the LibreOffice Documentation Team. Contributors are
More informationUsing Accommodate. Information for SAS Students at UofG
Using Accommodate Information for SAS Students at UofG 1 From the SAS home page, click on Exam Centre then Accommodate (Exam Bookings). 2 You ll be prompted to sign in using your UofG central login, which
More informationOSCE/ODIHR Election Expert Database. User s Manual
OSCE/ODIHR User s Manual Last update: 26/06/2017 Table of contents 1. What is the OSCE/ODIHR?... 3 2. Account management... 4 2.1 Creating a new account... 4 2.2 Managing your account... 5 2.3 Guideline
More informationCooperative Extension Service 4HPlus! Computer Tip
Cooperative Extension Service 4HPlus! Computer Tip Mail Merge with 4HPlus! and Microsoft Word A mail merge file can be created in the 4HPlus! program and used to send letters to the members and/or leaders.
More informationrading Periods can be deleted by selecting the Delete checkbox and Saving the document.
Goals Tab Goals added to this IEP will be available in the student s Progress Report once this IEP is finalized. Add the Grading Periods dates for Progress Reports. Enter the Date for the Grading Periods
More informationAccounting s Customer Portal
Accounting s Customer Portal User Guide Updated August 2016 1 Table of Contents Table of Content... 2 Customer Portal Registration... 3 Activation Procedure... 6 Log In Enter Credentials... 7 Forgot Password...
More informationEAB Admin Training. John Indiatsi Academic Advising Director
EAB Admin Training John Indiatsi Academic Advising Director Indiatsi_j@utpb.edu 432-552-2661 Contents Logging into EAB... 2 Advisor Home Page... 3 Advisor Home View... 3 Syncing Calendars... 4 Syncing
More informationIntroductory Excel Walpole Public Schools. Professional Development Day March 6, 2012
Introductory Excel 2010 Walpole Public Schools Professional Development Day March 6, 2012 By: Jessica Midwood Agenda: What is Excel? How is Excel 2010 different from Excel 2007? Basic functions of Excel
More informationGoals and Objectives
Goals and Objectives This example lists NJ Core Content Standards, with the strands for each standard shown as links in outline form. The Special Education Management Module also has choices for non core
More informationNAT. NATConnect CRM GETTING STARTED Step-by-Step Reference Guide NORTH AMERICAN TITLE GROUP CONNECT. Like Clockwork
NAT CONNECT NATConnect CRM GETTING STARTED Step-by-Step Reference Guide NORTH AMERICAN TITLE GROUP Like Clockwork Section 1: Getting Started SECTION OBJECTIVE In this section, you will learn how to: Access
More informationAudience... 3 Audience - Business Object... 4 Audience - Suppress Domain... 5 Audience - Test Group... 6
AUDIENCE Table of Contents... 3 - Business Object... 4 - Suppress Domain... 5 - Test Group... 6 Contacts... 7 - Contacts Tab... 8 - Contact Summary Tab...10 - Contact Personal Tab...12 - Contact History
More informationACT! by Sage. Premium for Web 2007 (9.0) User s Guide
ACT! by Sage Premium for Web 2007 (9.0) User s Guide ACT! by Sage Premium for Web 2007 (9.0) User s Guide Copyright Notice and Trademark 2006 Sage Software SB, Inc. All Rights Reserved. The Sage Software
More informationOutlook Basic Final Assignment Completed Examples
Outlook Basic Final Assignment Completed Examples Task 1 Create a Signature, Contact, and Contact Group Image 1 Signature created with your personalized information Image 2 New contact created for Jane
More informationAfter logging in successfully, a list of all the leads generated from your exclusive postcode or postcodes will be displayed.
Leads After logging in successfully, a list of all the leads generated from your exclusive postcode or postcodes will be displayed. You are able to view the details of your leads, create follow up property
More informationChurch Helpmate 2010 What s New
A better overall user experience with fewer steps, greater efficiency, and less frustration We ve added a convenient Quick Search feature to the main menubar allowing you to find Household, Individual,
More informationAdministrator Manual
Administrator Manual CURA Technical Support Email: cura_support@mindscope.com Phone: 1.888.322.2362 x 55 Administrator Manual Page 1 Table of Contents The Setup Module... 3 Skills... 3 Adding or Modifying
More informationDAMION DISCOVERY APPLICATION ADMINISTRATION REFERENCE GUIDE
DAMION DISCOVERY APPLICATION ADMINISTRATION REFERENCE GUIDE TABLE OF CONTENTS Chapter 1: Code Tables...1-1 Understanding Code Tables...1-2 Deactivating Codes...1-7 Code Table Descriptions...1-9 Chapter
More informationHow to Transfer Your Contact Information Into Microsoft Outlook 2010
How to Transfer Your Contact Information Into Microsoft Outlook 2010 Your Contacts Exported To an Excel Spreadsheet (CSV Format ) Now Located on a Device or Computer Then To Outlook 2010 on an L&F Computer
More informationPartner XE Outlook Plug-In User Guide
Partner XE Outlook Plug-In User Guide The Partner XE Outlook Plug-in allows for two way integration between Partner XE and Microsoft Outlook. This integration requires the user to have Microsoft Outlook
More informationIn this guide, you will learn how prepare a spreadsheet ready to upload, edit existing member data, and import the data into your website database.
Importing Introduction Quick Answer Login to your Club Control Panel. Click Site Membership. Select Import from the left-hand menu. In this guide, you will learn how prepare a spreadsheet ready to upload,
More informationContents. Announcer Pro Version 4.6 Page 2 of 35 Version V4.6
User Guide Contents 1. Introduction... 3 1.1. Getting Started... 3 1.2. Navigation... 4 2. Create a Newsletter... 6 2.1. Confirm Company Details... 6 2.2. Choose Template... 8 2.3. Edit Newsletter... 8
More informationTelstraClear Technical Document
(C) Copyright Page 1 of 5 SUBJECT: Outlook Express 4.5 and Above PLATFORM: Windows 95 THE PARADISE.NET HELPDESK DOES NOT TECHNICALLY SUPPORT WINDOWS 95 AND WINDOWS NT OR APPLE MACINTOSH SYSTEMS LOWER THAN
More informationNOBTS Registration Procedures
NOBTS Registration Procedures 1. Go To Selfserve.nobts.edu 2. At the Login page use your current username and password to login. 3. After Logging in - left click on the Register tab. 4. Left click on the
More informationExtension Course Introduction to Process Automation Version 9.0
Extension Course -9005 Introduction to Process Automation Version 9.0 Information in this document is subject to change without notice and does not represent a commitment on the part of Technical Difference,
More informationYou can clear the sample data from the table by selecting the table and pressing Delete.
Making Quick Tables Choose Insert tab. Then click Table. Then click Quick Tables. Select the style of table from the Quick Tables Gallery. You can clear the sample data from the table by selecting the
More informationVendor View for MICIS. Vendor User Guide
Vendor View for MICIS Vendor User Guide Version 1.3 January, 2008 2008 Center for Information Management, Inc. Ann Arbor, Michigan Table of Contents Introduction... 3 Participant Privacy and Vendor View...
More informationSalesGrow CRM. Grow your Sales & Business An Essential CRM Solution delivery quickly and affordably
SalesGrow CRM Grow your Sales & Business An Essential CRM Solution delivery quickly and affordably 1 Contents 1. Overview 2. Getting Started 2.1 Account Setup 2.1.1 Personal Settings 2.1.2 Company Details
More informationThe Raiser s Edge & Microsoft Office Integration Guide
The Raiser s Edge & Microsoft Office Integration Guide 041211 2011 Blackbaud, Inc. This publication, or any part thereof, may not be reproduced or transmitted in any form or by any means, electronic, or
More informationPDS Detailed User Guide
PDS Detailed User Guide The Planwell PDS login page can be accessed from a link provided on your Reprographer s website. Enter in the username and password created for your account. The PDS homepage will
More information