A & J Document Center
— Customers
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Link to Quarterlys
Customers
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Quarterly visits
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Link Quarterlys rows to GorillaDesk customers
Matched by phone number, address and last name. Linking only connects the two — nothing on the Quarterlys sheet is changed.
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Link a Quarterlys row
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Add a property
Adds a service address to this customer in GorillaDesk. (Changing or removing an existing address is done in GorillaDesk.)
Name
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Street address
Apt / suite (optional)
City
State
ZIP
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Notes (gate code, pets…)
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Add to GorillaDesk
Changed in GorillaDesk too
Someone changed this customer in GorillaDesk after you opened it. Pick which version to keep.
Use GorillaDesk’s (drop my edits)
Keep mine (save to GorillaDesk)