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JibberJobber: Faster and More Intuitive

May 3rd, 2018

When I work with my Product Manager, Liz, and the developers, my consistent theme is to have JibberJobber load faster and to have the UX be more intuitive. This might seem like an easy task, but it’s really a combination of a thousand easy tasks… which is why we can’t just get this initiative done all at once.

Nonetheless, we continue to move in that direction. An example is the new interface you get when you click on a link to add a new Contact, Company, or Job. There are various places that you can do this from… in this example, if you click Add Contact from the big icon on the main menu:

jibberjobber_add_contact_new

Instead of immediately going to the Add Contact page you will see this interface, with the four most commonly added data points for a new Contact:

jibberjobber_add_contact_new_1

You can add any of the four data points (First Name is required, as usual), and then it quickly saves and doesn’t change the page you were on (which is great!), or you can click on More Options and you can go to the big Add/Edit page.

This makes the user experience much faster, and more intuitive (because you are now asked for four fields instead of over 20), and the code is a lot smaller so it’s faster to execute.

Expect to see more of this simplification and cleaning and speed improvement!

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How To: Ordering by User Defined Fields on List Panels (UDF Data Types)

February 23rd, 2018

A few months ago we bit off a project that we had been putting off for years because it was enormous.  Well, we thought it was enourmous.

When we rolled it out the first time we found out just how enormous it really was. And then we had to push it out the second and the third time… ouch.  Many thanks to all of the JibberJobber users who stuck with us during this painful project. This will “go down in history” as one of the biggest and most painful projects we have ever tackled.

Did I mention, THANK YOU to those who stuck with us and helped us through this?

Alas, a few weeks we finished, and we think we are done now. This project started small “I just want to order by my custom fields on List Panels.” Turns out, this project would touch (in a big way) our database, every Detail Page, every Add/Edit page for Contacts, Companies, Jobs, of course every List Panel, etc. And, as icing on the cake, we would run user data through a conversion to make the types work right.

Lots of landmines in this “little project.” And we stepped on a few.  But no data was lost, and we had some exceptional (and exceptionally patient) users help us through.

What this means is two things:

  1. When you create a custom field you can now assign the type (like: integer, text, etc.)
  2. Because of this, you can now “order by” on the List Panels.

Seems simple, right? It would have been if we architected it this way a decade ago.

To do #1, simply go to the Add/Edit page of any Contact, Company, or Job, and add a new custom field (down at the very bottom) (you can also do this from a Detail Page, under the Add button on the right):

From the Add/Edit Page:

jibberjobber-add-custom-field-add-edit-page

From the Detail Page:

jibberjobber-add-custom-feld-detail-page

When you select NEW, you’ll be asked for a name of the field (not the value of data… name of a field is “best friends name,” the value would be “Sally”), and the data type (which helps us order it appropriately):

jibberjobber-custom-field-type

If in doubt just leave it as a String… that just means regular text. But if it is a number use Integer (or one of the other options). I’d use String and Integer for probably 95% of my custom fields.

That’s about it… the rest is not that visible, except the beautiful ability to simply order by a custom field in the List Panel… simple enough, right?

 

 

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How To Start Over In JibberJobber (bulk delete, delete by import)

January 11th, 2018

Recently I’ve gotten a few emails asking how to delete all of your records and just start over. This might be because you did a job search five years ago and you just want a clean slate (there’s value in keeping the records from five years ago), or because you did an import from LinkedIn or Google Contacts and didn’t realize how dirty your data was.

Whatever the reason, there are two easy ways to delete all of your records:

Bulk Delete from List Panels

This is my favorite because you have more control over individual records.  You can do this from almost any List Panel in JibberJobber. Here are the basic steps:

  1. From the List Panel you want to clean up (say, Contacts), choose the Manage Columns icon and then show 255 records at a time.
  2. Check the checkboxes on the left (the very top one selects/unselects all of them) – note you can be selective down to each record
  3. At the bottom of the List Panel you’ll see a DELETE icon. Click that and you are on your way to cleaner data!

Check out this post with step-by-step pictures.

Bulk Delete by an Import

Let’s say you have imported a few thousands records from a csv file. You can delete every one of those records in one fell swoop.

  1. Mouse over Contacts, Companies, or Jobs, and click the Import/Export option.
  2. On the bottom-right there is a link: My Imports
  3. On the next page you’ll see imports you have done… you can either delete the imports one at a time, or use the List Panel bulk delete action, as per the steps above :)

Here’s a post with step-by-step pictures for deleting by import.

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Can I Merge Dups In One Click? #JibberJobber

December 14th, 2017

A user asks:

Is it possible to merge duplicates in one click? I have imported some of the contacts two times and (near 1000 records) and it seems impossible to click each of them for merge. Do you have any suggestion to solve?

Let me address this question in three parts:

How Or Why Are Duplicates Created?

When you import new contact records we look for duplicates by comparing email addresses. I have two email addresses I use… one is my personal @gmail.com address and the other is my work @JibberJobber.com address. Let’s say you import from LinkedIn, where it has my JibberJobber email, and then from Google Contacts, where it has my Gmail email.  JibberJobber will see these as two different contacts. Why? How many people do you know that have the same first name? Or last name? Or first AND last name?  We see lots of these… so we use the email as a unique identifier.

There are other ways to get dups in… for example you have me in from an import and then manually create a new record for me (not realizing you already have me in). Or, you have me in with my personal address but then use Email2Log with my business address… the reality is, the more ways there are to get data in, there more chances you’ll have to create dups. And sometimes that gets past our dup checker.

SO, we have tried to make it easy to find and merge dups.

How Can You Find Duplicates?

There are a few ways…

My favorite way to handle dups, once I know there is a dup, is on the Contacts List Panel. I’ll do a filtered search, for example: lastname:alba. Then, I find the dups and click the checkboxes on the left. T then I click the “merge dups” icon on the bottom (below the List Panel).  This takes me to the merge tool.

I can also find duplicates from a Contact Detail Page. I click the “More” button and then “Find Duplicates.” The next page will be the Find Dups tool…. note the checkboxes… you might want to adjust the checkboxes to make it more specific. For example, if it’s looking for dups based on just last name, check the first name checkbox to check by that, too. This doesn’t always work the way you want because sometimes you haven’t put a first name in your contact record yet!

The third place is to just go to the Find Duplicates tool. I like the tool, but I don’t hardly come here. Honestly, I have too much to do (and so do you) than to hunt down all duplicates. Should you spend an hour cleaning your contacts, many of which you might not communicate with, or should you network?  Spend your time in the right place.

ProTip: I find I merge duplicates when I’m working actively with someone. If I have two or more records for someone I’m in communication with right now I’ll merge them… but if I’m not working or communicating with them, I don’t invest my time there.

How Can You Merge Duplicates?

Once you get into the Merge page… that is, you’ve picked the records you want to merge, just follow the instructions on that page. Choose what to keep, and then click the merge button at the bottom.

This allows you to have control over what you keep. Note that the Notes fields will be merged into one (so you don’t have to pick one over the other), and all of the Log Entries will show up on the merged record (hopefully not duplicated :p).

So… 

Can you do all this in one click? No… but you can do it quickly, in a few clicks, and get to what you want. My advice is to use the Contact List Panel, find and select your dups, then use the merge dups tool. When I do this it literally takes less than a minute to do.

Here’s a 4.5 minute tutorial on merging:

 

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Exporting Contacts for Use In Outlook, etc.

October 16th, 2017

Barbara asks:

“Is there a way to down load the contacts in jobber jobber and upload them to my Microsoft Outlook? I can do individual items, not sure how to do bulk.”

Yes, definitely.  Mouse over Contacts from the top menu, then click on Import/Export. OR, right above it, click Get Contact List (that’s the shortcut!).

jibberjobber-export-contacts

If you click Import/Export you’ll see the import dialog on the left, and the other options (including export options) on the right.  Click on the one to Export Contacts (this is where Get Contact List takes you):

jibberjobber-export-contacts-2

Now, you are on the export Contacts page… we default this to exporting to a csv file, but you can change it to html, or just emails… then go through the rest of this page and you can filter down to just what you want… in no time you should have a csv file of all the contacts you want to import into Outlook or whatever.

jibberjobber-export-contacts-3

Good luck!

 

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JibberJobber How-to: How to add a Glassdoor URL for a Job or Company

September 19th, 2017

I got this question last week from Robert:

Add Glassdoor URL field to company page. I regularly check the Company’s About page and Glassdoor information when researching companies. It would be nice to have all this information available via a simple click of a hyperlink.

Guess what? You can already do this, on your own. And if you want to add other links, instead of or in addition to Glassdoor, you can!  Here’s how you do it (you can do this on the “edit” page, at the very bottom, but I’m showing how to do it on the Detail Page):

First, click the Add button towards the top right, and choose

jibberjobber-how-to-add-custom-link-1

Then you’ll see this on your Detail Page… this is where you can choose an existing Custom Field or add a new one:

jibberjobber-how-to-add-custom-link-2

I clicked the dropdown and I see the field I have already created (oops, you see the one I created to test for this blog post :p), and “other”… click “other” to create a new Custom Field:

jibberjobber-how-to-add-custom-link-3

Next, on your screen you’ll see this dialog box, to create a new Custom Field. This is the name or title of a field, not the value. In other words, you would put “Glassdoor URL” here, not the actual URL:

jibberjobber-how-to-add-custom-link-4

Once you hit OK, you’ll go back to the Custom Field, and you’ll see your new field there, and now you can add the URL (in the second box):

jibberjobber-how-to-add-custom-link-5

When you save this, we can tell it’s a URL, so we make it a one-click hyperlink!

jibberjobber-how-to-add-custom-link-6

You can do this on Companies, Contacts, and Jobs, and you can add any URL you want!

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How To: See All Of Your Log Entries… (or, Did Email2Log Work?)

August 8th, 2017

A user recently asked where he can see all of the Log Entries he’s created, after having played around with Email2Log.

There are various places where you can see the Log Entries… you can go to the Contact, Company, or Job record that you associated that Log Entry with and scroll down… the Log Entries will be at the bottom of the record.

Or, you can use either (or both) of these… I’ll use either one depending on what I’m doing:

The Log Entries Widget (also, the Action Items / Reminder Widget)

On the home page, when you first login, you have a bunch of widgets.  Did you know you can change these to be what you want them to be?  Simply click the Manage Widgets link (top arrow), and you’ll have a page that allows you to (a) turn on and off various widgets, and (b) reposition the widgets (just click and drag their box higher or lower).

You can see that I currently have mine set up to see Log Entries at the top, then Action Items (and I turned off all of the other widgets).

JJ-blog-LogEntries_homepage_widget

This way, you can see your Log Entries (and Action Items / Reminders) for the current week every time you go to the home page.

If I’m testing Email2Log, I’ll send an email and then come to the home page and refresh it until I see that record show up.

The Log Entries and Action Item Report 

This is a super-robust report that let’s you see what you have been doing (and what you have coming up).

Why is it super-robust?  Because you have a bunch of options to make the report what you want it to be.

To get there, click on Logs from the main menu (or, under Reports, click on the Log Entries and Action Items Report in the dropdown).

jj-blog-LogEntries_mainMenu

Then, you’ll see this report… it can show you every Log Entry you’ve ever put in. That can be overwhelming, don’t you think?

Notice in the blue box it shows (a) what it is displaying, and (b) a link to change what it is displaying.

jj-blog-LogEntries_mainMenu_LogEntryActionItemReport

I encourage you to play around with those configurations… you can show, for example, only open Action Items (Reminders), or only Log Entries (not Action Items from a certain date range, etc.  There are a number of options.

jj_blog_LE_AI_report_configuration

Wait… it gets better! Once you have figured out what you want to see (from the blue box), you can change how you want to see it!  You can (A) order your data, for example, alphabetically with the up and down icons by each column, and (B) you can filter your results AGAIN with the search box.  This is the power of the List Panel in JibberJobber.

jibberjobber_le_ai_report_list-panel-functionality

And, of course, it gets even better.  Because this is a List Panel, you can do what we call “multi-actions.” That is, you can select multiple records (see the checkboxes on the left?) and do something to all of the selected records at one time. Let’s say you want to close a bunch of Reminders all at once… simply check their checkboxes, then click the clock icon at the bottom.  This will close them.  Fun :)

jj_le_ai_report_multiAction

So there you go… two very robust ways to see your Log Entries… and more!

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New Feature: Salary Range on Jobs

December 22nd, 2016

The release from last night was perhaps one of our biggest, most feature-rich releases we’ve ever done.  In addition to the new Insider Information Video Library, we launched a yet-to-be-announced corporate offering (so companies can hopefully get a little closer to our users, in a appropriate and value-add way), and fixed a number of bugs (or, design-flaws), as well as added some new much-needed functionality.

One of the things we added is the ability for you to put a minimum and maximum salary on each job you are tracking. This will allow you to figure out which jobs you are most keenly interested in pursuing, and which might end up being “step jobs” (that is, a job that is not permanent, but it’s better than being out of work, while you keep looking for the right job for you).

When you go to the Job Detail Page, you’ll see these fields:

jibberjobber_salary_range

This is just the beginning of something big.  There are more enhancements we’ll roll out to really enrich this part of JibberJobber… for now, if you can figure out the min and max salary numbers, start to put them in!

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How To Remove A Contact From Gmail (So Useful)

November 10th, 2016

Have you ever sent someone an email to the wrong address?  That is, to an address they used to use, but they don’t use anymore?

Note: This is not a JibberJobber tutorial. It’s a how-to-get-more-out-of-your-email-client tutorial.

I do this more often than I want. It’s because a year ago they used a certain email address, but then they switched. I can’t remember what email address they use now… all I know is that when I start typing their name in my email client (I use Gmail, but what I’m about to share will apply to most email clients), a short list of the email addresses that I might want show up… and I simply choose one.

Sometimes, the email address I choose is one they don’t look at anymore.

The best thing to do is to remove that address from the list that pops up. That way, now and forever, you won’t even see the bad email in the list.

How do you do this?

It’s simple…

(1) You go to Contacts.

In Gmail, right above the Compose button, you’ll see Gmail with a down arrow/triangle. Click that and you’ll see an option for Contacts.  Didn’t know that was there?  I bet most people never go in there!

(2) Then, search for the bad/wrong email address.

The search box converts from searching your email to searching your contacts. Paste the bad email in the search box, and click search.

(3) Then, click the checkbox of the bad email address.

This selects the bad email address.

(4) Then, click the MORE button, and the first option is to delete the contact.

You can test to see if this worked by going back to mail or Gmail, and typing in the person’s name.  You should now only see the good email address, and not the bad email address.

And your life is simplified :)

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How To: Delete multiple records that you had imported

September 23rd, 2016

If you have imported a csv (or other) file to JibberJobber with a bunch of records, you can easily delete all of the records in just a few clicks if you need to start over.  If you want to delete multiple records, but not necessarily from one imported batch, check out this blog post: How To Delete All Of Your Contacts

Step 1: Mouse over Tools, and click My Imports.

jibberjobber_tools_my_imports

Step 2: Find the import that you did.

Remember, when you import a file, you can actually name the import.  Otherwise, the default name will be a bunch of numbers… look closely and you’ll see that the numbers are the date you did the import.  Just click the delete icon to the right of that file to delete all of those imported records.

jibberjobber_delete_icon_lp

You can also click multiple checkboxes on the left, and delete multiple imports at the same time.

NOTE: if you delete your import, we cannot roll this back.  Once you delete them, they are gone… so make sure you really want to delete before you finalize the deletion!

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