Adding a new Contact - manually

Owned by Debby Gibson
Last updated: Oct 12, 2018

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:

  1. Click the New Contact icon on the Toolbar
  2. Add the details for the new Contact, ensuring you a First Name, Surname and email address.
  3. Click the Update button to save your changes

Field

Description

First NameEnter the persons First Name

Surname

Enter persons Surname

Email

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 NotificationsEnable this option if you wish to send SMS notifications for each email that is sent to the Contact.