General Settings
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      3. General Settings

      What is a Record ID number?

      Everything you create in JobNimbus is tied to an ID number.

      Record ID Numbers

      Each record created in JobsNimbus (Jobs, Contacts, Estimates, Invoices, etc.) is automatically assigned an ID number. These numbers are displayed on the header of each record.

      ID Numbers - Contact ID

      ID Numbers - Document ID

      ID Numbers - Task ID

      Accessing Record ID Numbers

      • To access your record IDs, click on your profile icon or initials in the top right corner, then select Settings from the dropdown menu.

      • This will open your General Settings tab in Settings where your ID numbers are. 
      • The record ID Numbers are listed in the Next Record ID dropdown menus as shown below.
      • ID numbers default to start at 1,001, but they can be customized. To change the next ID number, use the dropdown menu and choose the number you wish to populate next.

      Want to customize your ID numbers? Click here to learn more.