Can I Forward an Email From My Personal Inbox to a Contact's Record in JobNimbus?

Learn how to attach external email communications directly to a Contact in JobNimbus.

Forwarding Emails to JobNimbus

• Open the email in your personal inbox and select Forward (steps vary depending on your server).
• In the "To:" field, type in your JobNimbus email address
  (i.e. company@jobnimbusmail.com) 

• Then, you can either:
  • Add the tag of the Contact or Job on which you want the email to record to the subject line. For example, if you want the email to land in Contact #7820's Activity feed, you would type [Contact #7820] in the forwarded email's subject. In the case of a Job, the tag would be [Job #7820].
  • Include the email address of the Contact in the body of the forwarded email. Our email system is designed to scan the content of the email and will correctly link the forwarded email to the associated Contact based on any email address found in the email body.

• Send the email and refer to your Contact's Activity feed in JobNimbus to view it.