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? (Blue, Purple, Orange, Red)
- Record Review Best Practices
- Searching For Person & Organization Profiles
- Delete, Erase or Merge Person Records
- 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