How do I Search for a Record in JobNimbus?

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

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.

Note: The more actions menu and the quick look menu are only available for Jobs records.

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.

Learn how to use the JobNimbus search bar to find Jobs, Contacts, and Financial records faster than ever.