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JibberJobber How To: Clean Up Your Tags

February 6th, 2019

Tags are… awesome! Tags help us group and slice and dice out data.

I have tags for types of people (recruiters, friends, family, professional contacts, etc.), types of industries (software, Fortune 500, etc.), types of jobs (related to product management, related to executive function, etc.), and on and on.

The only problem is that sometimes I get a little too excited about tags, and I make up new tags that pretty much go unused. And then, instead of having a dozen useful tags, I have 80 tags… 70 of which I don’t use.  And this, my friend, is clutter. This does not spark joy.

Well, I got some good news. Cleaning up your tags is easy peasy. You can do this for Contact tags, Company tags, and Job tags… it’s all the same process.

First, from the main menu, go to the Contacts, Companies, or Jobs dropdown… depends on which tags you want to clean up. From that dropdown, click the “See more –>” option.

JibberJobber_menu_dropdown

On that next page you’ll see a tile for Contact Tags (or Company Tags or Job Tags).  Click that.

JibberJobber_tags_tile

Now you are on the tag management page (remember, this is just for tags under Contacts or Companies or Jobs – we don’t mix these up).  From here you can do three main things:

  1. Delete tags (deleting a tag will not delete the record it is associated with (see the x icon?))
  2. Rename tags (spell something wrong? Fix it here. (see the edit/pencil icon?))
  3. Merge tags (have a prod manager and prod mgr and product manager tags? Merge them into one tag here. (see the checkboxes on the left?)

JibberJobber_Tags_management

This page is pretty self-explanatory… you can do record-by-record deleting… or you can click the checkboxes on the left and do bulk deleting.

Now, I’m not going to tell you what to do, or how to do it, but I will say that in my experience keeping tags that are unused (like the 5 above) are nothing but a waste. They were a good idea at one time, but I obviously didn’t use them… my recommendation is to keep it clean, and remove tags that are unused.

Have fun cleaning up :)

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New Orientation Guide for New JibberJobber Users

December 11th, 2018

One of the things I learned at my last company was the power and importance of helping new users get up and running. In industry this is called “on-boarding” (which sounds a lot better than off-boarding, right?).

I recently created a short, easy-to-use guide that will help you on-board yourself quickly with the most important features in JibberJobber:

Guide: Getting Started on JibberJobber

I hope this is helpful for you. Even if you’ve used JibberJobber for a while, it might be a good sync to know what I think is important as far as using the basics of JibberJobber.

Enjoy!

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How to Export from JibberJobber (or, how to backup my JibberJobber data)

December 4th, 2018

I just received the following email/question:

If I sign up for the Premium account, I’ll likely only need it for less than a year until I secure another job. How do I download all the information so that I have it for the future?

I am a big fan of having your own copy of your data … I think the best thing to do is regularly export whatever you want and then putting it into a system like Google (email it to yourself, upload it to your drive, etc.). That way you should be able to access it for years to come.

Here’s a post to help you export your JibberJobber data: Exporting Contacts for Use in Outlook, etc. (if anything is outdated, let me know). The way you export other things, like Companies, Jobs, log entries, action items, etc. is pretty intuitive once you get how to export Contacts.  Also, a great way to export Contacts is to sync them with Google (you can do a one- or two-way sync)

I want to remind you that if you upgrade, it is for a certain period… right now, a year. After the year is up you can either upgrade again or you can let your account go down to a free account.

The important thing to know is that if you go to a free account, we do not delete any data. We also make all data that you have in the system available … you can still search for it, you can add log entries, etc.

Once your data is there, it is there.

I’m not saying there is no reason to back it up, but I do want you to know that if you change your account level (free to premium to free… as many times as you want) you won’t lose any data you put into the system.

I should mention, I’ve been doing JibberJobber for almost 13 years now. Many people have found their dream job, then a few months (or years) later come back into JibberJobber to do another job search. Either their dream job was a dud, or things didn’t work out, or whatever… Remember, JibberJobber is your long-term career management tool… not just your job search organizer!

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New JibberJobber Orientation

July 2nd, 2018

I took some time to update the orientation videos. The most important thing I did was reduce this from 90 minutes to less than 30 minutes (yeah!). The videos are, of course, also updated based on the changes from the last orientation, which are pretty significant. You can find this series in it’s entirety below and in the JibberJobber Video Library (login, then Videos / JibberJobber Videos).

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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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