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      How Do I Merge Jobs or Contacts?

      Learn how to merge duplicate Jobs or Contacts.

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      Note: Please be aware that Jobs can only be merged with Jobs, and Contacts can only be merged with other Contacts. Jobs cannot be merged with Contacts or vice versa.

      Merging Jobs

      • Locate the Job you want to maintain as the primary Job, which you will merge the duplicate Job into. 
      • Select the three dots in the top right corner of the Job's page and choose Merge from the menu.
      • 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.

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


      • Carefully review the popup that appears to confirm the action and then check the box to acknowledge that this action cannot be undone.
      • It is recommended to download documents (financials, photos, PDFs, etc.) from the duplicate Job before merging so that you can re-upload them if needed.
      • Click Merge only once you are certain that you are ready to move forward.

      Remember you 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.

      Merging Contacts

      • Locate the Contact you want to maintain as the primary Contact, which you will merge the duplicate Contact into. 
      • Select the three dots in the top right corner of the Contact's page and choose Merge from the menu.
      • As you type the name of the Contact you want to merge into the record whose page you are currently on, JobNimbus will populate a list to choose from. Select the Contact you wish to merge.
      • Carefully review the popup that appears to confirm the action and then check the box to acknowledge that this action cannot be undone.
      • It is recommended to download documents (financials, photos, PDFs, etc.) from the duplicate Job before merging so that you can re-upload them if needed.
      • Click Merge only once you are certain that you are ready to move forward.

      Remember, you 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.