How do I use the Accurence integration?

Steps on how to order Accurence from JobNimbus on the web app.

Ordering through the web app:

  1. Navigate to a Contact or Job record (depending on how you set up the integration)
  2. Click on the 3 dots in the Contact or Job description to reveal the action menu
  3. Select Order Accurence
    Accurence - Contact Order
  4. A confirmation will appear. Follow the on-screen instructions.