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  • Getting Started with Desktop Chronicle
    • TRAINING Lesson #1 - How Training Works
    • VIDEO Chronicle Overview (3:36)
  • Working with Chronicle
    • Chronicle's Home Page
    • Quick Add
    • Printing Information from Any InfoPanel
  • Chronicle Tips
    • Changing the Status of Activities
    • Improved Email/Fax Recipient Selection
    • Improves Job Oversight
    • Where did this content go?
  • Release Notes
    • Chronicle 12.3 Release Notes
    • Chronicle 12.4 Release Notes
    • Chronicle 12.5 Release Notes
    • Chronicle 12.6 Release Notes
    • Chronicle 12.7 Release Notes
    • Chronicle 12.9 Release Notes
Contacts
  • 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)
    • Adding People
    • Adding Organizations
  • Working with Contacts
    • What to do when an employee leaves
    • Adding People to an Office
    • Associating People with Organizations
  • Person File Components
    • Tabs in the Person File
    • General Tab
    • Contacts Tab
    • Docs Tab (empty)
    • Person Options
  • Organization File Components
    • Tabs in the Organization File
Jobs
  • Getting Started with Jobs
    • TRAINING Lesson #3 - Entering Jobs
    • VIDEO Adding a Residential Job (1:33)
    • VIDEO Adding a Commercial Job (1:59)
  • Job File Components
    • General & Surveys
    • Contacts
    • Schedule
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    • Feedback
    • P.O.'s (Purchase Orders)
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  • Working with Jobs
    • Creating Purchase Orders
    • Active Job Detail Report
    • Common reasons for a job not the bridge
    • Jobs Tabs
    • New Jobs Tab
    • VIDEO Manually Moving Equipment in Chronicle (11:35)
    • Forecasting Job Costs
    • Adding a Job
    • Adding Departments and Activities
    • Other Job Options Toolbar
    • Searching for Jobs
    • Update Searching for All Active Jobs for a Department
  • Working with Documents and Images
    • Document Signing
    • Merge Fields for Chronicle
    • Offcie 365 - Setup
    • VIDEO - How to create a document template with merge fields
    • Office 365 - Working with Documents
    • Adding or Importing Documents
    • Scanning Documents
    • Viewing Images
    • Editing Images & Scanned Docs
    • Documents
    • Attaching Documents to a Job
  • Working with Equipment/Inventory
    • Equipment Overview
    • Manual Equipment Tracking
    • Manually Associate Equipment with Jobs
    • Manually Mark Equipment as Returned
    • Inventory/Materials Tracking
Email...
  • Getting Started with Journal/Email
    • Adding a Note in a Journal
    • External Email Clients
    • TRAINING Lesson#4 - Email and Journals
    • Journal/Email Entry Screen
    • VIDEO - Using the Journal Entry Screen (2:48)
    • Main Email Tab
  • Working with Journals/Emails
    • Sending and Receiving Email
    • Viewing an email thread as individual emails
    • Predefined Text Blocks
    • Sending a Text Message
    • Associating an Email with a Job or Person
    • Embed image and URL into signature
    • Searching Journals
    • Creating Reminders from Journals
    • Choosing Recipients
    • Getting a Deleted Email Back
Scheduler
  • Getting Started with Schedules
    • VIDEO Scheduler Overview (15:32)
  • Working with Schedules
    • Main Scheduler Screen
    • Scheduler Tools
    • All Day Section
    • Entries on the Add or edit Event Screen
    • Adding Events
Reports
  • Getting Started with Reports
    • Incorrect Name on a Job File
    • Reports Tab
  • Working with Collections
    • Overview - Collections
    • VIDEO Collections Manager Overview (27:33)
    • VIDEO Managing Collections with Chronicle (9:20)
    • Settings for the Collections Manager - Part 1
    • Managing the Collections Process - Part 2
  • Working with Financials
    • Benefits of a Good Incentive Program
    • Bonus Manager
    • Bonus Setup
    • Calculating Bonuses
    • Hiding Financials on the Job Cost Screen
    • Reviewing Bonuses
    • Sample Bonus Percentages
    • VIDEO Bonus Manager Preview (39:31)
    • VIDEO Bonus Manager: Step by Step (29:11)
  • Monitoring Financials.
    • Missing Class Finder
  • Billing
    • Billing Overview
    • Creating a Billing Task
    • Forwarding Estimates to Billing Staff
    • Generating a List of Completed Activities
    • Update Searching for Unbilled Jobs
  • Working with Labor
    • Labor Manager Overview
    • Payroll/Labor Report
    • VIDEO Getting to the Labor Options (0:33)
    • VIDEO Labor: Understanding and Using (40:23)
  • Working with Marketing
    • Marketing Manager
    • Key Dates
    • Using the Group Manager
    • Places you can use Groups
  • Working with Other Reports
    • VIDEO Equipment & Inventory Tracking (31:06)
    • Purchase Order Manager
  • Working with Production Reports
    • Reminders: Overview
    • Reminders: Differences between Reminders, Follow Ups and Recalls
    • Reminders: Setting Up
    • Tasks: Assigning
    • Tasks: Monitoring the Status of Tasks
  • Working with User Defined Reports
    • Saved Reports
    • VIDEO Saved Reports (6:05)
Customize
  • General Setup
    • How to change the default IP address for logging into Chronicle
    • Overview - Getting Started
    • Supported Environments for Chronicle
    • Understanding Chronicle Backups
    • Workstation Install
  • Management Oversight.
    • Using Audit Logs
  • Setting up and Troubleshooting Email.
    • Chronicle Email FAQ
    • Email Provider requirements
    • How-To Copy new customer data manually to QuickBooks
    • How-To Install Chronicle for iOS on an iPad
    • How-To Setup Exchange Email Forwarding
    • How-To Setup Exchange when POP3 is encrypted
    • How-To Setup Tierra.net email in Chronicle
    • IMap Email Aliases In Chronicle for Multiple People
    • Setting up a domain hosted with Exchange to work in Chronicle
    • Setting up a domain hosted with Google to work in Chronicle
  • Customizing Folders.
    • Creating Folders
  • Main System Setup (MSS)
    • Overview of MSS
  • MSS > Categories Tab
    • Category Types
    • VIDEO Categories for Jobs 2:39
    • VIDEO Category Overview 0:40
    • Working with Categories
    • Company Office Location Categories
    • Group Type Categories
    • Job Source Categories
    • Key Dates Categories
    • Marketing Expense Categories
  • MSS > Departments Tab > Document Subtab
    • Defining the Documents You Use
    • Converting ChronText to Word
    • Creating a Purchase Order Template
  • MSS> Departments> Cost Projections
    • Basic Job Cost Settings
  • MSS > Departments Tab > QuickBooks Subtab
    • Pulling Labor from QuickBooks
  • MSS > Email & Fax Tab
    • Chronicle Email Configuration
    • Default Communication Settings in Chronicle
    • IMAP Email Set-up in Chronicle
    • Setting Up Chronicle to Distribute Email
    • Assigning Email Addresses to Employees
  • MSS > Equipment Tab
    • Manually Add, Edit, or Delete Equipment
  • MSS > InfoPanel Tab
    • InfoPanel Customization
  • MSS > Job Tab
    • Job Setup
    • Job Role Setup
  • MSS > Labor/Budget Tab
    • Production Department Labor Settings
  • MSS > Purchase Order Tab
    • Purchase Order Settings
  • MSS > Program Links Tab
    • Settings - Program Links
    • Setup Text Messaging - Twilio instructions
  • MSS > Security Tab
    • Overview
    • Setting Security Levels for Different Options in Chronicle
    • What Different Security Contexts Control
  • MSS > Surveys Tab
    • Surveys
    • Changing Surveys
Integrations
  • QuickBooks Desktop
    • ChronAccounting Update Failure
    • How to Link Chronicle Jobs to Jobs Imported into Quickbooks
    • Importing Jobs from QuickBooks
    • Running the QB bridge yourself
    • Set up for QuickBooks Server
    • Separating Material costs from Subcontractor costs
  • QuickBooks Online (QBO)
    • Assigning Classes in QuickBooks Online
  • Right Signature
    • Secure Digital Signatures Setup
    • SDS Part 1- Creating Secure Digital Signature Documents
    • SDS Part 2 - Sending a Secure Digital Signature Document
  • Logikos Equipment Tracking
    • Linking Logikos with Chronicle
    • How to use with Chronicle
  • Microsoft 365
    • Adding Microsoft 365 Email Accounts in the UWP App - For Tenant Admin
    • Adding Microsoft 365 Email Accounts in the UWP App - For Users
Using Win10
  • 7 Screens of Win10
    • Home Screen in Win10
  • QBO Financials
    • How to view financials when using QuickBooks Online
    • QBO Beta Version
    • QBO Collections Manager
Mobile App
  • General Information
    • Adding photos for iOS and Android
    • Getting Started

Home / Contacts / Getting Started with Contacts

Contacts

VIDEO Adding & Editing Organizations (2:51)

Section: Getting Started with Contacts | Last updated: 05/09/2023 15:10:26