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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 the 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?

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 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?

Can my Contacts access their own JobNimbus page?

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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