What Does It Mean To Relate Contacts?

Use the "Related Contacts" field to connect different customer records to each other.

If you have Contacts that are somehow associated with one another, you can "relate" them by using the Related Contacts field when editing a customer's information.

Web App

• When editing or adding a new Contact, type in the name of the Contact you want to relate in the Related Contacts field and then click Save.
  
  

• Once a record is related, it will be visible at the top of the associated customer's page.
  
  

• Under the Activity tab, you can check the box next to "Related" to reveal activity happening on an associated customer's record.
  • In the example below, you can see an email that was sent from Contact B's account under Contact A's activity feed.
  
  
  
• You can also interact with a Contact's file right from its related record by clicking the three dots within the box as seen below.
  
  

Mobile App (iOS)

• To relate a Contact in the JobNimbus Mobile App, click Edit in the top right corner of a record's page.
• Scroll to find the "Related Contacts" field and select Link contacts
  
  
  
  
• Suggestions will appear based on which records were most recently interacted with.
• Use the search bar at the top to locate and select the record you want to relate.
• Click the "Back" button at the top left corner when you are finished.
  
  
  
  
• The recently related Contact will appear in the associated record's details.
• Hit Save to update the related Contacts' information.
  
  
  
  
• When you view a Contact's financials, you can check the "Related" box to show files associated with related records.
  
  

Mobile App (Android)

• To relate a Contact in the JobNimbus Mobile App, click Details in the top right corner of a record's page.
• Scroll to find the "Linked" field and select Link contacts / jobs
  
  
  
  
• Suggestions will appear based on which records were most recently interacted with.
• Use the search bar at the top to locate and select the record you want to relate.
• Click the "Contact Details" button at the top left corner when you are finished.
  
  
  
  
• The recently related Contact will appear in the associated record's details.
• Hit Save to update the related Contacts' information.
  
  
  
  
• When you view a Contact's financials, you can click on the "Related" box to show files associated with related records.