Search By Contact/Job Number
The fields that are currently available via the search function are:
Address Line 1
Address Line 2
City
Zip Code
Company
Description
Email
Filename
First Name
Last Name
Home Phone
Mobile Phone
Work Phone
Job Name
Record type
Source
Status
Website
Anonymous
shared this idea
This feature is now completed. Thank you for helping us know what wanted.
If you have any questions about this feature contact support@jobnimbus.com.
Thanks again,
Aaron
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Brandon Dunaway
commented
YES PRETTY PLEASE! And the default when my admin staff sends an email from the "notes" in nimbus to the rep, it only references the customer #..... Then the rep can't search for it and find out who the note is attached to..
Makes no sense...
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Anonymous
commented
Sorry. It's the contact # that Nimbus Assigns.
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Anonymous
commented
Half my team on mobile only update projects by Contact # or Job #, they don't know the customer. When I got them going on Mobile Nimbus, they were unable to find customers unless they knew the name.