Getting Started with Gnosis

Welcome

Welcome to Gnosis - the premier database solution for socially conscious organizations.

This is the place to start learning the basics of the Gnosis system.  We'll guide you through a few videos and a handful of articles that will introduce you to Gnosis. Once you have completed the relevant getting started topics here, we are available for one-on-one personalized instruction (via this link) if you are in the first 90 days after initial implementation or if you have a Software Support Agreement (SSA) in place.

Let's dive in!

Installing Gnosis

For a full description of how to get the Gnosis Pro Client software installed on your computer, please refer to this article: Installing Gnosis Pro. 

Logging In

To log in to Gnosis for the first time, your administrator must provide you with a username and password.  If the Gnosis installed on your PC has not been previously used, you will also need the Acronym/Short Code that Gnosis uses to refer to your organization.  For full details, please see Logging In to Gnosis.

Getting Familiar with Gnosis

First, we recommend that you start with the 30-minute video that covers the basics of the system.  Once you have completed this video, move on to reviewing the remainder of the articles in this section (NOTE: each article below has a "Next" link at the bottom, so you can step through these one at a time):

• Getting Started with Gnosis (30-minute video)
• Logging in with Two Factor Authentication (2FA) Enabled (if used by your organization)
• Person & Organization Tabs Layout
• Household Basics - Primary Household, Name and Salutation, Head of Household, Preferred Name
• Persons with Multiple Household Records
• Record Linking (Households, Relationships, Organizations)
• Best Practices for Creating New Person Records
• Record Type & Status Definitions
• What do those colors on email and phone numbers mean? (Invalid Email)
• Record Review Best Practices
• Searching For Person & Organization Profiles
• Deleting, Erasing & Merging
• Person Merge - Merging Duplicate Person Records
• Login to the Website as a Person
• Updating Person Records to Deceased
• Merging Duplicate Organization Records
• Updating Gnosis Pro

Staff Tasks Following Overview Training

1.  Search for person and org records you are familiar with:

• Your personal record; create a new record if necessary.
• Records of people you are familiar with, like recently active members, board members, or major donors.
• Records of organizations you are familiar with and can identify linked contacts (person records linked to the organization record.
• Methods for record searching:
  • Hover the green arrow on person search field for search reminders
  • 
• Methods for search organization records:
  • Hover the green arrow on organization search field for search reminders
  • 

2.  Review the main areas of records:

• Record Details and Contact Information (main/left panel of record)
• Address/Household Information tab
• General Attributes tab (if applicable)
• Member Information tab (if applicable)
• Donor Information tab (if applicable)

This is an extremely important exercise in the first days or your system access as the initial data upload must be confirmed as accurate before record histories (gift, attendance, notes) will be uploaded.

3.  If you should identify any data concerns, notify the staff person managing your system transition as soon as possible. Be sure to provide the following information:

• Person ID (PID) or Org ID (OID) found above the person or organization name.
• The exact data/tab information that appears to be incorrect.

Administrator Getting Started Topics

If you are also responsible for the administration of your Gnosis system, the following lessons should also  be mastered once you are familiar with the basic system:

• New Staff Setup for Gnosis Access
• Administering Reference Data (video)
• Attribute Management