Email Jobs Grid


Customising Grids

Nimbus typically uses a grid to display tabular data. All Nimbus grids allow columns to be resized, the column order to be changed, and to sort by column.

Fields used in the Email Jobs Grid

The following details the fields available within the Email Jobs Grid.

Field

Description

Approval by

System will record the Employee who is set to approve the Job where approval is required

Client Code

Stored in the Client Code field for the Client

Client Name

Stored in the Name field for the Client

Contact Email Address

Stored in the Contact Email address for the Contact

Contact Name

Stored in the Contact Name field for the Contact

Created By

Employee name who created the Webform Job

Docs for signature

Documents which need to be signed

Docs not signed

Documents which have already been signed

Downloaded

Last date Webform package was downloaded from Nimbus

Downloaded By

Name of the user who downloaded the webform

Email Status

Status of the Email sent (see page for further detail)

Entity

Stored in the Entity field for the Client

Followup Subject

Text stored in the Subject: field on a Follow-up Email

Group

Stored in the Group field for the Client

Job Id

Internal unique ID stored against each Task

Job Name

Name of the Email Job

Job Status

Status of the Job sent (see page for further detail)

Last Modified

Shows when was the email job last modified

Last Modified By

Name of Employee who last modified the Email Job

Last Sent

Date the Job was sent / resent

Notification

Employee who is set to receive Client Notifications. Will be default employee if no employee is selected on the Edit Client screen.

Period End

Period end noted in the Email Job schedule tab

Received

Date Webform checklist is submitted by client. If paper checklist is received, this is the date the Received column is ticked (in the Email Jobs grid).

Recurs

Date the Job is next set to recur

Reminder

Date set to remind

Reminder Sent

Last date reminder sent

Responsibility

Stored in the Responsibility field for the Client

Sched.

Date an Email Job is scheduled to be sent (in the future)

Sched. Reminder


Sent

Date an Email Job has been sent

Subject

Text stored in the Subject: field on an Email Job Email

Submitted Name

Name of the Webform Package submitted by the Client

Submitted Size

Size of the Webform Package submitted by the Client

Subscribed

Options are Subscribed or Unsubscribed. If a client clicks the Acknowledge link on the bottom of a Nimbus email, no further emails will be sent to that client.

Task Status

Status of the Task (see page for further detail)

Viewed

Date the Client viewed an Email Job email

Web Form Description

Shows the Webform name

Changing the Column Width

To change column width, move the mouse cursor over the column header divider. When the cursor changes to a small left arrow, you can drag the column divider left or right: 

Changing the Column Order

To change column order, mouse down on the column header you want to move and drag to the new location. An insertion arrow appears over column dividers as you drag. Mouse up to drop the column in the new location.

Exporting a Grid

Data from a grid may be exported to a CSV. Alter the Grid to show the data required, and then click the Export to CSV icon at the bottom right-hand side.  


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