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.

To record email activity that has been sent outside of 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
  • Either:
    • Add the tag of the Contact 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. 
    • 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.

Tip: if you want to forward the email to another recipient, you can also "CC" your JobNimbus email address instead of adding it to the "To:" field directly.