Often, it's helpful to define groups of people—all of your managers, the people planning the office Christmas party, important prospects who like to play golf, adjustors who need extra reminders to get payments processed, agents with March birthdays, a work crew that forms a subgroup within a department, prospects associated with a particular sales route—in short, any set of people that you might regularly want to list or communicate with together. Groups can also be personal, like a list of baby-sitters or a list of people related to an organization you volunteer for. (However, management can review any information in Chronicle, so limit your personal use of Chronicle to non-confidential information and to uses management has approved.)
Chronicle's Group Manager lets you define and maintain groups of people and offices and then perform various activities (like sending a journal or adding a recall) for everyone in the group at once.
Adding the Group Manager to the Tools List
To add the new setup options to your Tools list:
- Click on the Chronicle icon in the upper left corner of Chronicle. This is your tools list.
- In the lower left, click the Edit Tools button.
This lets you control which tools are shown in your Tools list
- Under Common Tools, check the box by Group Manager, and then click Next at the bottom of the screen.
You’ll be taken back to the Tools List and Group Manager should now be in your tools list.
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