General Tab

The General tab for a person looks like this:

First Name: If there is more than one person (for example, if you are entering a husband and wife customer), you can enter more than one name.

Last Name: Enter the person’s last name.

Title: For customers, enter Mr., Ms., Dr., etc. as appropriate. For non-customers, you may want to use this entry to record the person’s role in their company: owner, president, sales-rep, and so on. It’s fine to leave this entry blank if you don’t need it.

Category: Change the category of person if needed. You can’t change this if the person is a customer and has a job.

Subcategory: This entry only appears if you’ve defined more than one subcategory for the category picked above. What is listed depends on what your company has set up.

Default Role on Jobs: This default role is determined by what your company has set up and is based on the person's category. For example, a person with the category of adjuster will most always have the role of adjuster on a job.

Security Level: Choose a security level if the person will have access to Chronicle.

 Associating People with Security Levels

Organizations this person is associated with: For employees, this shows your company name; this can’t be changed. For all other person categories, click Associate New to associate the person with an organization (company). If a person changes employers, you can Disassociate this person from that company and re-associate them elsewhere. While in the person file you are also able open the organization info to update it. 

Office Address to Use for this Person: If an organization has more than one physical office (location) and the person you are entering works at one of those locations, you can select that office in this drop down. Chose None if the person doesn’t use the office address (for example, if he/she works from a home office.)

Default way to communicate: Choose the default way to communicate with this person by email or fax. All employees should be set to  Chronicle's internal messaging system and is only available for employees.

Phone, Fax, Email

Click Add/Edit to add new numbers/email addresses or to change existing ones.

Addresses

Buttons at the bottom of the screen let you add or change addresses, bring up a map, or copy the address to the clipboard.