Contacts
Who are you?
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
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
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