The Gather Rolodex is a powerful feature that allows you to keep track of every important business, organization, and contact. From your local florist to the suppliers you work with regularly, you can quickly access their details from anywhere within the Gather platform. Let's walk through some of the main key points of using this feature and how you can benefit from it.
Getting Started
Many funeral homes already have a similar Rolodex system in place, or at least a phone book of contacts that they typically work with or families they have served. If you have existing contacts you would like us to import into Gather, we would just need to format your list into a CSV file, and then we can do all the heavy lifting on our end. All you need to do is contact your Account Manager for the next steps, or reach out to support at 208-908-0488 to start this request.
How to Create a New Rolodex Entry
Here are the quick steps of how to create a brand new organization or contact entry under Rolodex:
There are two ways to add a new entry:
On the main, left-hand menu of your Dashboard, click on "Rolodex Entries". Here you will see the option to "+ Create Rolodex Entry" in the top right corner of the list.
From anywhere in the app using a shortcut on your keyboard to pull up the global search. Then you will see the option to "+ Create New Rolodex Entry" directly from the search. Here are those command keys:
For Mac: Command + Shift + P
For PC: Ctrl + Shift + P
A new window will pop up and allow you to add a new Organization or a new Contact. The toggle at the top will allow you to decide which entry you would like to work on.
3. If working on an Organization you will be prompted to enter a required name, and then the rest of the following information is optional:
Type (from the dropdown menu or custom)
Address
Email
Phone number
Fax number
Additional internal notes
And any documentation you would like to attach for quick access
Additionally, you will be able to add multiple new contacts that you can associate with the organization. We will cover how to add those in the next step!
4. If working on a Contact you will be prompted to enter a required first and last name, and then the rest of the following information is optional:
Title
Role
Middle name
Address
Email
Phone number
Fax number
Additional internal notes
And any documentation you would like to attach for quick access
5. You will always be able to return to each entry to edit the information or Delete the contacts or Organizations when necessary.
Global Search
Now that you have your Rolodex established and all of your contacts are in there, we have made it super simple to get access to any one of those entries at your fingertips, from anywhere in the app. You can most definitely always navigate to the main "Rolodex Entries" section of the app, or you can use our new Global Search to locate those specific contacts and organizations. There are two different ways to reach global search on a desktop or mobile device:
For Mac users, you can use the following shortcut keys on your keyboard: Command + Shift + P
For PC users, you can use the following shortcut keys on your keyboard: Ctrl + Shift + P
For both desktop users, plus when you're on a mobile device, you can always click on the new call to action button at the bottom right of your account:
This global search allows you to search all cases, helpers, and Rolodex entries throughout the entire app. Simply start typing in the first or last name of the contact, or the name of the organization.
Need More Help? 👋
Chat with our team anytime. Or give us a ring at (208) 908-0488.