entering in contacts
It seems as though it would make things much easier if the job you entered could be linked with a customer instead of entering all the job info in then having to add the customer contact, then attaching the contact to the job. A simple check box stating that the info being entered for the job is the customer instead of having to enter the exact same information twice in a row.
Have you been able to figure this one out? You shouldn’t have to enter the same information twice, as JobNimbus will do that for you if you do things in the right order. Reply here if you still need help!
Most JobNimbus users do one of two things:
1. Create the contact, and then hit “Add Job” from the contact. This automatically pulls in all the customer info into the Job, so you don’t have to do the double entry.
2. Turn off Jobs. If you don’t do a lot of repeat work, sometimes just running the job from the Contact instead works better and you reduce the necessity of running two different objects. If you think Jobs is expendable on your account, you can do everything from the Contact that you can do on Jobs, so this is another option.
We’re looking into other ways that we can improve entry to make data entry easier going forward.