How Do I Add Notes in JobNimbus?

Notes

• Navigate to your desired Job page.
• On the Job Dashboard, select the note icon at the top of the page. This will bring up the Create Note window.
  

Here, you can:

1. Change the Note Type.
   1. The default options include Note, Phone Call, Email, Meeting Notes, Text Message, and Automation.
      1. "Text Message" will only work as intended via the mobile app, as this will take you to your mobile device's text messaging app to complete the process.
2. Add text in the body of the note.
   1. Tag a team member in a note by typing the @ sign followed by their name to notify them about something that needs their attention.
      1. The team member will be notified according to the Notification Preferences they have configured within their Profile.
3. Include attachments in the note.
4. Mark the note as private.
   1. This will allow only those with specific Access Profile permissions to see the note.

• Select the Save Note button when you are finished.