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

Related articles

Browser not supported