Activities
Browse notes, emails, and other JobNimbus activity across the company, read any message in full, and add activity to a record.
The Activities page is the company-wide feed of JobNimbus activity: notes, emails, status changes, and records being created or changed. Open it from Sidebar → Records → Activities.
Search and filter activity
- Type in Search activities... and press Enter. Search matches the message text, the activity type, who created it, and the name of the record it belongs to. Click × in the box to clear it.
- Use the filters next to the search box:
- Activity Type: tick one or more types, such as Note, Email, Status Changed, or Estimate Sent.
- Created By: tick one or more people.
- Date (the button with the calendar icon): filter by Created Date or Updated Date.
- Remove a filter with the × on its chip under the toolbar, or click Clear all.
Click the Type or Created column heading to sort. Columns shows or hides Type, Note, Related, Created By, Created, and Status Change; Reset to default puts them back. Picking an activity in global search opens this page with a matching search already filled in. See Find your way around.
When the strip above the table reads Showing cached activities (last 365 days, N indexed), the list covers the past year and leaves out entries JobNimbus records on its own. Click Refresh to load activity added since the time shown. For anything older, open the record in JobNimbus.
Read a full message
The table cuts long notes short. Click a row to open the activity on its own. It slides in from the right on a computer and up from the bottom on a phone.
- Header: the activity type, who created it, and when. Badges mark a Status change or a Private activity.
- Message: the full text, with its line breaks.
- Status Change: the old and new status, for status changes.
- Primary and Related: the job, contact, estimate, invoice, work order, task, or payment the activity belongs to. Click one to open it in JobNimbus.
- Details: type, creator, created and updated times, the activity ID, and the Email Status for emails.
The arrows at the top step through the activities on the current page (Activity 2 of 20).
Add activity to a job, contact, or work order
The Activities page is read-only. You add notes, calls, and other activity from the record it's about:
- Open the job, contact, or work order. See Jobs, Contacts, or Work orders.
- Click its Activity tab.
- Click Add Activity.
- Choose a Type: Note, Call, Email, Text, Meeting, Voicemail, or SMS.
- Write the Note.
- Click Add Activity.
The activity saves to JobNimbus under your name and appears at the top of that record's activity list right away. On the Activities page, click Refresh to see it there.