Those are good questions… in today’s Focus Friday we talked about this. You can see the exact video here.
Basically, the Tree View, degrees of separation, and “relationship,” is all controlled by the field “Referred By.” This is one of the top fields on the Add/Edit Contact page, and it’s on the right, just under the Relationship field, of the Detail Page.
When you are on a Contact’s record, and you fill in the Referred By, you are saying “I was referred to this person that I’m adding by this other person (in the Referred By).”
If John introduces you to Jane, or you find Jane’s name from John’s LinkedIn Profile, you would add Jane as a new Contact, and in the Referred By field choose or put John’s name in.
If you don’t do that, Jane is a 1st degree contact.
If you do that, Jane will be one degree past John… if he is a 1st, she will be a 2nd. If John is a 7th, Jane will be an 8th Degree Contact.
Unfortunately, the export you get from LinkedIn are your 1st degree contacts. The CSV file LinkedIn gives you doesn’t tell you what degree of separation they are, probably because they are all 1st degree contacts. So, the answer is no, there is no degree of separation logic that happens on an import.
I’m regularly asked what tags people should use in JibberJobber, for Contacts, Companies, and Jobs.
That, really, is up to you. I have things like family, friends, recruiters, prospects, and things that make sense for me. I even have a tag for “service_providers” which I’ll use for my garage door guy, small appliance repair guy, accountant, etc. You know, all of the people I don’t necessarily want to have to call (because calling them usually mean paying money I didn’t plan on paying), but it’s nice to have their numbers at my fingertips.
Last night we did a release that mostly new users will see, but it’s something that everyone can get value out of, even old-timers!
This is a new widget on the homepage which you can easily turn on… simply click on the Manage Widgets icon right under the main menu of the home page:
Once there, click the checkmark next to the Getting Started widget, and then click-and-drag the box to the top, like this:
Then, you’ll see this on your homepage:
Most of these will be crossed out if you have already been using JibberJobber for a while, because we automatically detect whether you have done those things or not. Note that each line is a hyperlink, and it will take you to the page to do the thing, or a page with instructions.
These were the top 11 things we could think of to help you feel better about using JibberJobber, and get more comfortable with it as a tool for your career management!
I have finally finished putting in the last two videos in this series: Getting Started with JibberJobber. You can find the entire video series here. Below are the videos in the series. You don’t have to watch these in order – just watch what you need.
Overwhelmed? Watch this! (1.5)
Homepage & Widgets (2)
Setting Up Tags (3)
Email2Log Setup (4)
Email2Log Advanced (5)
Log Entries and Action Items (6)
Verifying Action Items and Log Entries Got In (7)
Log Entries and Action Item List Panel (8)
Optimizing the List Panel (9)
Managing Duplicates (10)
Exporting from LinkedIn (11)
Importing from a CSV File (12)
Recurring Action Items (13)
Calendar Views (14)
Interview Prep (15)
Job Description Analysis (16)
Events on Jobs (17)
The Job Journal (18)
Account and Preferences (19)
This should help you understand how to use JibberJobber more – enjoy!
Part of the Getting Started instructions includes setting up your Email2Log email address, and then sending an email to see if and how it works. In this email we’ll walk through the steps to do this. This should take less than a few minutes of setup, then about one second each time you send emails.
First, make sure you have set up your ultra-secretive Email2Log email address. From the main menu, under Logs, click on Email2Log. If you see a green bar, with a bold-green email address, then you have set it up. If it’s still red/pink, then just fill out the form, and click the button at the bottom. You can see that mine is set up and ready to use:
Next, copy that email address, so you can paste it into an email. This might be trickier than you think, depending on your browser. You should be able to copy/paste, or right-click and “copy email address.” When I do that with Chrome, it works like a charm. However, if I use Internet Explorer, there is no “copy email address” option, so I choose “copy shortcut.” If you copy the shortcut you get this:
Note that you DO NOT want the mailto: in the email address! If you paste that, it won’t work. All you have to do is take out the mailto: and you are good to go.
Next, open up a new email message… one that you are going to compose. I recommend you send to yourself, a close friend/relative, or to me (jason@JibberJobber.com). Here’s what you do:
(a) put the email address of who you are sending to in the To field. Note that you could put in multiple recipients, and you could also put people in the CC field.
(b) put the Email2Log address in the BCC field. You could put it in the To or CC field, but get into the habit of using BCC for this function.
Write a test message… if you send to me, put something clever
Then send the email! If you did everything the right way, then two things should happen:
1. The recipients should get their email… and,
2. JibberJobber should have gotten the email, and done it’s magic (created new Contacts, or found existing Contacts, and added the email as a Log Entry).
If you want to verify this worked, there are a few things you can do:
Click on Logs from the main menu, and see if the Log Entry is there. Note: I make sure I’ve ordered that data by “Date Created,” to see the most recent Log Entries at the top.
Or, you can search for the person’s name (if you sent me an email, search for JibberJobber or Alba, if you put my name in the email address), and you should see this record, with the email you just sent as a Log Entry.
Or, you could go to the homepage, make sure the Log Entries widget is showing, and then see if the Log Entry from that Email2Log is in there yet.
If it didn’t work, don’t hesitate to reach out to us. We don’t want you to be frustrated trying to set this up… once you set it up you won’t need to revisit it.
I’m excited to finally get this project to a point where I can announce it – I’ve been thinking about it for way too long, and this week I finally made it a priority! This should help a lot of people “get started” on JibberJobber. If you recommend JibberJobber to friends, family, job clubs, etc., point them here! You get here by clicking on Videos, and then it’s right up at the top.
Since October of last year the Focus Friday calls have been structured so that they were in order for someone new to get off on the right foot. I’ve taken those videos and removed the Q&A, and reduced the time to considerably less than what is in the Focus Friday series… and put them in the right order.
When you come to the Getting Startedpage you’ll see them numbered so it’s easy to keep track of where you left off. You can also see which videos you have seen.
Confused about what to do next in JibberJobber? Start watching the short videos, in order.
Want help on specific functionality in JibberJobber? Scroll through the list of topics and pick the one that will help you get unstuck.
As of right now, the videos are (each week we should add another topic):
Getting Started: Introduction (1)
Getting Started: Overwhelmed? Watch this! (1.5)
Getting Started: Homepage & Widgets (2)
Getting Started: Setting Up Tags (3)
Getting Started: Log Entries and Action Items (6)
Getting Started: Verifying Action Items and Log Entries Got In (7)
Getting Started: Log Entries and Action Item List Panel (8)
Getting Started: Optimizing the List Panel (9)
Getting Started: Managing Duplicates (10)
Getting Started: Exporting from LinkedIn (11)
Getting Started: Importing from a CSV File (12)
Getting Started: Recurring Action Items (13)
Getting Started: Calendar Views (14)
Getting Started: Interview Prep (15)
Getting Started: Job Description Analysis (16)
Getting Started: Events on Jobs (17)
Getting Started: The Job Journal (18)
The “viewed” shows whether you have watched it or not:
Do you have requests for other topics? Let me know!
Because I’ve heard that JibberJobber is too confusing, and there are too many things you can do. I’ve tried to figure out how to create a visualization of the what and why, and a few nights ago I finally figured it out. Without further ado, check it out:
Last week two people asked how to save a Job that is “closed,” instead of just deleting it. This is actually pretty important… sometimes a closed Job has a job description you don’t want to lose, or you don’t want to lose the Log Entries (aka, history) and communications you had as you worked on that Job. BUT, you also don’t want to see it on the Jobs List Panel.
First, you can change the STATUS of a Job from the Detail Page or the List Panel. Below is a picture of doing it from the List Panel (mouse over the cell, and when it turns gray, double click on it to edit the value). Notice that you can change it from Open to Closed, Cancelled, or Held. Use the icon at #1 if you don’t see the Status field… you’ll be able to show that field on your List Panel.
You can easily filter which jobs show up on the List Panel, by Status, by changing the drop-down on the left side of the screen:
One thing you don’t want to do is work really hard, collect great information (aka intelligence), and then lose because, for example, a Job was closed. You don’t have to – keep it all for future reference!
We’ve had a calendar in JibberJobber for a number of years, but it recently underwent some significant changes.
The best way to get a feel for it is to go look at it. You can get there from going to Tools/My Calendar… or, you can add it to your homepage as a new widget! Go check it out and play around with it. Find something missing? Let us know by clicking on Contact at the bottom-right of any page.
Here’s how to get there… click Tools, then My Calendar:
Or, from the home page, click on Manage Widgets, and then add the Calendar (it’s at the bottom of the list):
Then you’ll see the super-fast, cooler looking calendar, which has a lot of options (day/week/month views, show/hide different kinds of things, etc.):
This is a great enhancement for two reason: speed and aesthetics! Enjoy!
Probably bad grammar to write “companie(s)” but I wanted to be consistent with the (s)… Anyway… Kimberley writes:
” I cannot seem to figure out how to associate jobs with contacts and contacts with jobs. I just see “associate documents.”
A couple of things to know:
Associate Documents: This is to associate documents you’ve entered into the Documents Manager (either upload or associated with Dropbox). When you do this you can see a report of how many times you’ve associated (or, used) that document. So, you can see that you’ve used your “general resume” 17 times… and where, and when. You can see you’ve used your “product manager resume” 42 times… and when and where.
We call the ability to associate multiple Jobs and Companies to one Contact, or multiple Companies and Contacts to one Job, or multiple Contacts and Jobs to one Contact “multi-associations.”
One Contact can be associated to her current and past Companies, and can be associated to three jobs that she interviewed you for, or recommended.
One Company can have multiple job openings, and have multiple Contacts associated to it.
One Job can be for multiple Companies (the hiring company, and perhaps the recruiter’s company, if you are tracking all of the jobs that a recruiter’s company is sending your way) and be associated to multiple people (the recruiter, and all of the people who did the panel interview last week).
In the example below, (1) is for associating documents… which is not what we are talking about in this post.
(2) is for associating one or more Companies, and (3) is for associating one or more Jobs.
To add multiple associations to this Contact, simply mouse over where the data would be, and the box turns gray… double click the gray box, like this:
When you double-click the gray box, you can either enter a Job that you already have in the system, and it will show in the dropdown, or you can enter a job that is new to JibberJobber, and it will be (1) added as a new Job record and (2) associated to this Contact. After I double-clicked the gray box (above), I entered Product Manager, and there was no dropdown to choose from… when I clicked the “Done” button, it saved Product Manager as a new Job, and it is now associated to this Contact, like this:
Note that there is a 1. by the Product Manager job, and a 1. by Toyota, a few lines up. This means that these are the first associations for Jobs and Companies. If I add another Job, there will be two (obviously). I just need to double-click the gray box again to do that, and repeat the instructions from above. Once I double-click the gray box, you’ll see up/down icon that you can drag to reorder. So, I might have Toyota and Kia and American Express as three associated Companies on this Contact record, and I can reorder them to whatever makes most sense.
Multi-associations were an important addition to JibberJobber because this is how the real world works…. and is a great addition to JibberJobber, helping you to more accurately organize and track what you are doing.