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Contacts & Jobs

Contacts & Jobs

Create your customer base and define your job process.

Importing Contacts

How Do I Import Contacts?

How do I map the fields properly?

Does the sequence of the Contact ID numbers change if I delete a Contact that I’ve imported?

Importing my Contacts created a lot of duplicate records. How do I get rid of the duplicates?

What Do I Do if I Run Into Error Messages?

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Contact Records

Can tags be deleted?

How do I add a new Contact?

What does it mean to relate Contacts?

Can Contacts Be Recovered After They Have Been Deleted?

What Information Can I See Under a Contact’s “Activity” Tab?

How do I merge Contacts?

How do I Create Custom Lead Sources?

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Custom Fields

How Do I Create Custom Fields?

Documents & Photos

How Do I Request a Signature From a Contact on a Document?

How Do I Upload External Documents and Photos to JobNimbus?

How do I download documents and photos from JobNimbus?

Can photos and documents that I have uploaded be recovered once they are deleted?

Can I Require Signatures in Multiple Areas on a Single Document?

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Jobs

Can I turn a Contact into a Job and vice versa?

Should I use Jobs?

Can Jobs Be Recovered After They Have Been Deleted?

Does Using Jobs Affect My Built-In Reports?

Subcontractors

How Do I Add a Subcontractor?

Can Subcontractors be notified from JobNimbus?

How Do I Prevent an Inactive Subcontractor From Showing Up in the Drop-Down Menu?

Suppliers

How do I add a Supplier?

Communicating with Contacts

Can I Share Information With People Who Are Not on My JobNimbus Team?

Can I forward an email from my personal inbox to a Contact's record in JobNimbus?

How do I send an email to a customer?

When a Contact Replies to an Email That Has Been Sent to Them From JobNimbus, Who Is Notified?

What is the email "status" that I see in my Contact's Activity?

What do I do if I'm not receiving emails from JobNimbus and I'm using Microsoft 365?

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