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  1. Gnosis Help Center
  2. User Support
  3. Basic Gnosis Operation

Basic Gnosis Operation

Basic Gnosis operation & support for getting started.

  • Logging In to Gnosis
  • Installing Gnosis Pro
  • Logging in with Two Factor Authentication (2FA) Enabled
  • 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
  • Merging Duplicate Organization Records
  • Login to Website As Person
  • Updating Person Records to Deceased
  • Updating Gnosis Pro
  • Changing The Look of Your Gnosis Pro Software
  • Customizing a Grid in Gnosis
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