Adding a new Contact - manually
A Contact is someone who you send email messages to, share files with and communicate with. A contact is the person who has a login to the Nimbus Portal. A contact must be related to either one or more Client Entities, and as such, when they have a login to the Client Portal, they will be able to see the documents that are stored (made visible via Publishing) within those Client Entity folders.
Step-by-step guide
From the Contacts Grid, perform the following:
- Click the New Contact icon on the Toolbar
- Add the details for the new Contact, ensuring you a First Name, Surname and email address.
- Click the Update button to save your changes
Field | Description |
---|---|
First Name | Enter the persons First Name |
Surname | Enter persons Surname |
Enter their email address. All notifications will be sent through to this email address. This includes when you upload files to Nimbus, or add a comment to start a file conversation. It is also the initial login code for the Contact when they login into the Client Portal. | |
Salutation | Enter the name that you would generally call them by. This can be used in your email templates, and could be say Tom, if the persons First name is Thomas. |
Phone | Enter the main contact phone number. |
Mobile | Enter their mobile. This mobile can then be used to send SMS alerts. |
Home Address | Enter their home address |
Notes | Other useful information for this person. |
Date of Birth | Enter their Date of Birth |
Allow Notifications | Keep this option selected if you wish to send email notifications to this contact via Nimbus. |
Portal Access | Select on, if you require this client to have access to the Client Portal. Deselect this option if you wish to remove access to the Client Portal. |
Allow SMS Notifications | Enable this option if you wish to send SMS notifications for each email that is sent to the Contact. |
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