Viewing Contacts related to Client Entities

Owned by Debby Gibson
Jan 21, 2019

You can see which Contacts are related to any Client Entity

Instructions


  1. Select the Client Grid
  2. Click the expand icon on the far left of the Client.  This will open and show the contacts who are related to that Client Entity

You can also edit the Client entity (blue edit arrow for the Client Entity) and then click the Contacts tab.  Note that this is only available if your Nimbus account has "Contacts" enabled.  Please contact our support team if you wish to learn more about this option.

  1. Note that Nimbus will not display any "Invited" contacts via this tab.