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  2. Contacts

Contacts

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Getting Started with Contacts

  • TRAINING Lesson #2 - Contacts
  • VIDEO Adding People (3:39)
  • VIDEO Adding & Editing Organizations (2:51)
  • VIDEO Adding & Editing Offices (4:12)
  • VIDEO Contacts: Entering & Importing (34:02)
  • Person/Organization Import
See all 8 articles

Working with Contacts

  • What to do when an employee leaves
  • To Find a Particular Person
  • To Find a Particular Organization
  • Adding a Commercial Customer with Multiple Locations
  • Understanding Chronicle's Contact Import Tool
  • Adding People to an Office
See all 19 articles

Person File Components

  • Tabs in the Person File
  • General Tab
  • Contacts Tab
  • Docs Tab (empty)
  • Feedback Tab (for employees only) (empty)
  • Groups/Key Dates/Marketing Tab
See all 10 articles

Organization File Components

  • Tabs in the Organization File
  • Contact Info
  • Desc/Address
  • Docs
  • Groups/Marketing
  • Skills
See all 9 articles
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