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
- Moving an Office to a Different Organization
- Listing People in a Group
- VIDEO Working with Groups (5:01)
- VIDEO Defining Contact Groups (3:34)
- VIDEO Setting Up Your Resources (2:55)
- Setting Pay Rates for Manual Labor Entry
- Remove a Person, Org or Job from Chronicle
- Getting a Deleted Person Back
- Associating People with Organizations
- Entering Skills for Employees or Subcontractors
- Finding People with Specific Skills
- Converting a Prospect to a Customer
- Monitoring Employee Availability