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A great starting point for all new users, in this video the basics of navigating GEMS are explored.

Video - Getting the most from the Snapshot, Basic Searching and More May 3 2023

How to get started with navigating and finding information in GEMS.

Browse Entity Data in GEMS

Accessing GEMS

Review the Responsive Interface of GEMS 

Explore the Structure of a GEMS Entity Record 

Explore the GEMS Hubs 

Navigate Between Temporary Tabs

Consult the User Reference Bar 

Recognize Common Icons in GEMS 

Navigate GEMS

Introduction to the GEMS Search Hub

Where can you find any panels that are not currently in the Business Entity/Company Snapshot

Company Navigation Menu

What Is a Snapshot?

View Entity Data on Screens and Snapshots 

Find Entity Records 

Sort and Filter Entity Records 

A guide to locating and opening Documents within GEMS

Find and View Documents

Access an Entity’s Documents from the Snapshot

Locate the several Privileged Information Screens for your Person entities

Find Privileged Information for a Person

Export Entity Data from Screens and Snapshots 

A guide to exporting, reporting on, and extracting current appointment data from GEMS

Export List of Current Appointments

A guide to finding all instances of a name across your entire database using the Name Search tool

Find Names in GEMS

Search, find and view entity data in GEMS

Find entity data

Create a custom design with text, images, and links

GEMS Academy

GEMS Webinar Schedule

Find answers and get help from Intercom Support and Community Experts

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