The Category Tree
Categories must be grouped under a category type. For example, there is a category type called 'marketing expenses' and then under that there are the expense categories of meals, gifts, entertainment, etc. You can further split up the categories into subcategories such as flowers and candy for the gift category. This gives you a way to sort for how many boxes of chocolates and the cost were delivered for a given time frame.
Category setup lets you define the various types of people, jobs, job sources, organizations, skills, key dates, marketing expenses, etc. that you want to track in Chronicle and categories are how Chronicle stores this information. The categories should not be too specific i.e. a person's name but rather should be general groupings of information i.e agent. Most of the drop down lists that you see in Chronicle draw contents from the Category and Subcategory setup. A drop down list should ideally have only one possible answer for the information you are putting in. If you have two possible answers in a drop down list then you should take a look at your category setup and consider refining it.
Each Category Type and our initial settings are discussed below:
Job Document Subfolders Categories [not fully functional]
Mass Communication Types Categories [not fully functional]