How do I Search for a Record in JobNimbus?

On This Page

• Using the Search Bar

• Search Bar Logic

Using the Search Bar

• Click the Search Bar and type a record keyword that you are searching for, such as a Contact name, Job name, or Invoice number.

• You can Filter your search results by selecting one or more options from the filter option list below the search bar text box. To remove a search filter, simply click the option a second time.
  

  

• Within the search window, you can scroll using your mouse or the up and down arrow keys on your keyboard, and select by clicking on a record name or selecting the enter or return key on your keyboard.

• When a Job is highlighted (meaning that you are hovering over it but have not selected it), you can use the tab key on your keyboard to view more actions and select a quick action from the options displayed.
  
• Similarly, when a Job is highlighted, you can use the right arrow key on your keyboard to view the quick look menu.
  

  • Here, you can use the tab key to view more actions as above or use the right arrow key to view the activity feed.

Search Bar Logic

• The search bar will prioritize your search results to make it easier than ever to locate your records.
• Matches are prioritized as follows:
  1. Exact matches (must be exact matches)
     1. Record number (for example, the Job number)
     2. Email address
  2. Record Display Names (supports partial and approximate matches)
     1. Job, Contact, Work Order, etc.
  3. Addresses (supports partial and approximate matches)
  4. Phone numbers
     1. Be aware that searching a phone number will only bring up Contact records. 
  5. Related data
     1. Linked or associated information, such as related Contacts. 
  6. Other details
     1. Descriptions
     2. Custom fields
     3. Supplier names
     4. Other miscellaneous data
• Certain record types are also give priority in the search results. They are as follows:
  1. Jobs
  2. Contacts
  3. All other record types
• Lastly, it is important to note that recently visited records also rank higher in search results.