How do I Merge Jobs?

A helpful way to turn duplicated Job records into one single record.

Locate the Job you want to maintain as the primary Job, which you will Merge another Job into. 

  • Select the three dots in the top right corner of the Job's page and choose Merge from the menu. Screenshot 2023-10-03 at 1.00.11 PM
  • As you type the name of the Job you want to Merge into the record whose page you are currently on, JobNimbus will populate a list to choose from. Select the correct option to continue.

Jobs can only be Merged if they belong to the same Parent Contact.

                 Job #1048 Adam Kent - 2 JobNimbus 2023-10-03 at 1.04.12 PM
  • Carefully review the popup that appears to confirm the action and then check the box to acknowledge that this action cannot be undone. Click "Merge" once you are certain that you are ready to move forward.
    Job #1048 Adam Kent - 2 JobNimbus 2023-10-03 at 1.04.44 PM
  • Rememberyou cannot reverse this action. Refer to the above information in the confirmation popup for details. 

Learn how to control who has merging permissions in our Access Profile article.