Contact List¶

The full list of contacts can be accessed from the Studio > Contacts menu.

Filters¶

The job list supports quick search, column menu, as well as job status filtering by the job status dropdown.

Search¶

Using the search input, you can quickly search by first name, last name, company, or website. To search for a contact, type the search criteria into the search bubble at the right of the contact list toolbar.

Column Filters¶

_images/nim_contacts_list_search_column.png

Filtering by grid column menus provides access to more complex filtering options per column. Column filters can be used in conjunction with the other filters to create more refined filter rules.

To filter the contact list by a column menu, hover over the column you wish to filter. This will display the column ellipsis menu. Click the ellipsis to the right of the column header to reveal the full column menu. Select your filter parameters from the Filter menu option and click Filter to filter the list.

Keywords & Groups¶

_images/nim_contacts_list_group_dropdown.png

Contacts can be filtered by the keyword and group dropdowns located at the top right of the contact list toolbar.

Filtering by contact keyword or group will limit all rows in the list to match the currently selected items.

Reset Filters¶

_images/nim_contacts_list_filter_reset.png

Contact list filters are saved between sessions. To reset all filter parameters at once, click the Reset Filters button that will appear when filters are actively applied.

Column Ordering¶

_images/nim_contacts_list_column_reorder.png

The columns of the grid can be ordered to present the information as you see fit. To reorder the columns in a grid, click on a column header and drag it to the new desired location. Drop the column header over its new position to set its location.

Export to Excel¶

The contact grid can be exported to Excel using the Export to Excel ellipsis menu option. Any filters that have been applied to the grid will be respected in the export.

Add a Contact¶

To create a new contact, click the nim_add_button_blue button at the top right of the contact list window to add a new contact. The contact will be added to the contact list and the contact info panel will open. You can now enter information for the new contact.

When done click the Save button at the bottom of the info panel to save your changes.

Available fields include:

Is Company	Setting this value to yes will create a company contact. Setting this value to no will create a person contact. Both company and person contacts can be linked to multiple other contacts, company or person.
NIM User	This field allows you to link an existing NIM user to the contact. Additionally contacts can be created from NIM users via the Admin > Users panel. Refer to the User Contacts section for more information. When a contact is linked to a NIM user, the first name, last name, and email fields will be populated with the NIM user information and can not be edited directly from the contact info panel.
First	The first name of the contact. If this contact if flagged as a person contact, the first and last name will be used as the contact name.
Last	The last name of the contact. If this contact if flagged as a person contact, the first and last name will be used as the contact name.
Email	The email address of the contact.
Title	The title of the contact.
Company	The company name of the contact. If this contact is flagged as a company contact, this field will be used as the contact name.
Website	The website of the contact.
Work	The work phone number of the contact.
Fax	The fax number of the contact.
Mobile	The mobile phone number of the contact.
Home	The home phone number of the contact.
Address	The street address of the contact.
City	The city of the contact.
State	The state of the contact.
Zip	The zip code of the contact.
Description	A description of the contact.
Keywords	Multiple contact keywords can be added as a tag on a contact. The contact keywords are defined in the Admin > Contacts - Keywords panel.
Groups	Multiple contact groups can be added as a tag on a contact. The contact groups are defined in the Admin > Contacts - Groups panel.
Linked Contacts	Multiple contacts can be linked to a single contact. This allows for a single contact to be associated with multiple contacts. For example, a company contact can be linked to multiple person contacts.
Custom Fields	If custom contact fields have been defined, they will appear at the bottom of the contact info panel. For more information on contact custom fields please refer to the Custom Fields section of the documentation.

Edit a Contact¶

To edit a contact, click on the the row you wish to edit to open the contact info panel. Click on the ellipsis menu in the contact info panel and choose Edit. Make the necessary changes and click the Save button at the bottom of the info panel to save your changes. Click the Cancel button to return to the view mode without saving changes.

Linked Contacts¶

Multiple contacts can be linked to a single contact. This allows for a single contact to be associated with multiple contacts.

For example, a company contact can be linked to multiple person contacts or person contacts can be linked to multiple company contacts.

To link a contact, click on the contact row you wish to edit to open the contact info panel. Click on the ellipsis menu in the contact info panel and choose Edit. Scroll down to the Linked Contacts input. Select the contacts to link to the current contact from the dropdown list. The selected contacts will be added to the Linked Contacts section of the contact info panel.

Linked contacts can be removed by clicking the X next to the linked contact.

Note

When selecting a contact from a contact dropdown, all contacts that are linked to an existing contact on the current object (i.e. job or bid) will appear at the top of the contact dropdown menu for quick selection. For example, if you have a company contact named The Company and a contact named John Smith and you add The Company to a bid, John Smith will now appear as a selection at the top of the dropdown. This is because John Smith is linked to The Company.

Deleting Contacts¶

Delete a contact entry by selecting the contact from the grid, clicking the ellipsis menu in the contact panel, and selecting Delete. You will be prompted to confirm deletion of the contact.

Contact Notes¶

Contact notes can be used to leave general notes on a contact. Contact notes are divided into groups via Topic and Conversations. Topics are a way to group notes within a conversation. Multiple topics can be created to group the conversations as needed.

Note

Contact notes are not associated with a specific job or bid. They are general notes that can be used to track conversations with a contact.

Add Note¶

To add a note, you first need to create a Topic for the note.

Click the nim_add_button_blue in the Topics column on the left to create a new topic.

Enter a name for the new topic and click the checkmark to save it.

When a topic is selected, a nim_add_button_blue appears on the right of the page, in the Conversation area. Clicking this button will create a new note in this topic. Text can be added and formatted in each note. Click the checkbox on the right to save the note. Click the Cancel button to return to the view mode without saving the note.

_images/nim_contacts_notes_conversation_add.png

Edit Note¶

To edit a note, click the nim_edit_button button at the top right of the note. Make the necessary changes and click the check mark to save. Click the Cancel button to return without saving changes.

_images/nim_contacts_notes_conversation.png

_images/nim5_job_notes_conversation_resize.png

While editing a note, the text area can be expanded to fit the content you are entering.

To resize the text area, click and drag the resize handle at the lower right. Letting go of the resize handle will keep the text area at the new size.

Delete Note¶

Delete a conversation entry by clicking the nim_delete_button button next to the edit button at the top right of the note. You will be prompted to confirm deletion of the note.

_images/nim5_job_notes_conversation_delete.png

Contact Jobs¶

The Jobs tab displays a list of jobs associated with the contact. The jobs can be filtered by status and sorted by any of the columns. Clicking on the info button in a job row will open the job info panel. Users can work with jobs from the contact info panel by clicking the ellipsis menu and selecting the desired action. For more information on working with jobs, please refer to the Job List section of the documentation. For more information on adding a contact to a job, please refer to the Job Contacts section of the documentation.

Rate History¶

The Rate History tab displays a list of rates for line items on bids associated with the contact. Clicking on the Rate History button will open the Rate History panel.

The Rate History panel is divided into two sections. The left section labeled Billed Amounts displays a list of line items on bids associated with the contact. The right section labeled Rate History displays a list of rates for the selected line item.

To close the Rate History panel, click the ellipsis menu at the top right of the panel and choose Close from the popup menu.

For more information on adding a contact to a bid, please refer to the Bid Contacts section of the documentation.

Splitter Bar¶

The splitter bar allows for resizing of the Rate History UI by adjusting the division between the Billed Amounts and Rate History sections. The splitter bar can be adjusted by clicking and dragging the bar between the two sections.

Clicking on the arrows on either side of the splitter bar will move the splitter bar to the maximum or minimum position. For example, clicking on the left arrow will adjust the left section to the minimum size, and the right section will be adjusted to the maximum size.

Billed Amounts¶

The Billed Amounts are grouped by the unit type and are selectable by clicking on the desired unit from the corresponding buttons in the toolbar.

_images/nim_contacts_rate_history_billed.png

The details of the billed amounts include:

Bid Item	This is the item name for the line item on the bid.
Last	This is the last rate used for any bid associated with the contact.
Low	This is the lowest rate used for any bid associated with the contact.
High	This is the highest rate used for any bid associated with the contact.

Note

The Billed Amounts are only available for line items that have been billed on an awarded bid. If a line item has not been billed on an awarded bid, it will not appear in the Billed Amounts list. All billed amounts will be displayed in the studio currency.

Rate History¶

The Rate History section displays a list awarded bids for the selected line item and the corresponding rate used.

The details of the rate history include:

Date	This is the date the bid was awarded.
Job	This is the name of the job associated with the bid.
Bid Version	This is the version number of the bid.
Rate	This is the initial rate for the line item on the bid.
Adjusted	This is the adjusted rate for the line item including any line item markup or discount.
Billed	This is the final billed amount including any overall markup or discount.
Currency	This is the currency of the bid.

Note

The Rate History is only available for line items that have been billed on an awarded bid. If a line item has not been billed on an awarded bid, it will not appear in the Rate History list. All rate history amounts will be displayed in the corresponding bid currency.