You can add your own custom fields to both Contacts and Jobs to track additional information.
You must be an administrator with access to settings to be able to add custom fields.
To add custom fields, while logged in from a web browser, go to your name at the top right and choose Settings from the menu.
To add a new field to your Contact form, go to the Contact Fields tab in Settings.
Use the Add Field button to add a new field.
Enter the Name of your field, then in the Type drop down, choose the type of data this field will store (you cannot change the Type after you save so make sure to choose correctly in this step). Click the Add Field button to save your new field.
|Date||Creates a date field that allows you to choose a single date value.|
|Decimal||Creates a field that only accepts decimal numbers. This is a great field to track money amounts.|
|Number||Creates a field that only accepts whole numbers.|
|Text||Creates a field that allows you to put any text you want into it (letters, numbers, and punctuation)|
|Boolean||Creates a checkbox field.|
Once you've added your field, you can test it out by clicking the Add Contact button at the top of JobNimbus. You will see the new field added to the bottom right side of your contact form:
To add a new field to your Job form, go to the Job Fields tab in Settings.
|Record Type||Custom Field Type||Max Fields|
|Contact, Job, WorkOrder||Text/Option List||35|