Groups/Key Dates/Marketing Tab

This tab lets you change which groups the person is associated with. Groups are most often used for marketing: they let you define who’s in different sales routes, who’s associated with your CE classes, and who has particular interests. Groups are sometimes used for employees: you can group estimators, office staff, crew chiefs, and so on. Employee groups can be used on the calendar.

 To add the person to additional groups: Click Add/Change Groups and then check each group to add the person to. The list only shows groups you’re allowed to change, so you may see less groups here than you see elsewhere. (People can create groups that others can see but not change; you’ll see those groups elsewhere, but you won’t see them here since adding people would be a change.)

To remove the person from any group: Highlight the group and click Remove from Group. (Or uncheck the group on the Add/Change list.)

To create new groups: See Managing Groups.

Adding Marketing Expenses: For people and organizations you can add any marketing expenses you incur. This is where the data is stored and can be edited.

Key Dates: You can store many kinds of key dates in Chronicle such as birthdays, anniversaries, employee re-certification renewal dates, and subcontractor liability renewal dates.