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 address and the other is my work 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).


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!).


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):


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.


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


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


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:


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:


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):


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


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).


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).


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.


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.


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.


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 :)


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:


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.


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.


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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How To: Avoid Duplicate Entry in JibberJobber

September 22nd, 2016

Recently a user said, about JibberJobber (or really, any CRM): “it just takes too much time – I can barely remember to copy JibberJobber…”

In other words, the user is saying he doesn’t like to put infomraiton somewhere, and then have to remember going into JibberJobber and putting it in there, too.  In the CRM world this is called “duplicate entry,” and it really is a pain.

That is why we created the Email2Log function, which is part of the premium features.  Here are two scenarios:

Yucky Scenario

Okay, this isn’t totally yucky… but it is the way that requires more work, and more thinking.  It’s the same thing you would do with any system… a spreadsheet, a CRM, a spiral notebook.

You send someone an email saying “nice to meet you, can we meet for lunch on Friday?”  After you send the email, you go into JibberJobber and see if the person has a Contact record. If they don’t, you add it, and then you add a Log Entry to that Contact record.

This is “no big deal,” except for the fact that it takes more work (it is duplicate entry, since you put info in your email, and then put info into JibberJobber).  Sometimes you’ll do the JibberJobber entry when you have time, which for me means never.  It’s just mental clutter that nags at you. Who needs that?

This way works, but there is another way…

Delightful Scenario

You send someone an email saying “nice to meet you, can we meet for lunch on Friday?”  This person is not in JibberJobber, but don’t worry… you don’t even have to open JibberJobber to add the information you want to add.

In your email to that person, simply put your Email2Log email address so that when you send the email to your new contact, it also goes to JibberJobber… where we parse your email and (a) create a new Contact record (if we can’t match the recipient to an existing contact), and (b) take the email and make it into a Log Entry on that record.

Better yet, if you have multiple recipients, it does the same for each one (if the recipient correlates to a Contact record, then put the Log Entry on the existing Contact record… and do not create a duplicate Contact record, OR, if there is no Contact record, then create a new one). If you have 20 recipients on an email, it will do all of this, automatically, for you!

Better yet, you can create Job records and Company records, and even Follow-up (or, Action Item) reminders, all from your email.

This is very powerful, and helps you focus on doing a job search, and not populating a database.

Here’s the Email2Log getting started tutorial:

Here’s the Email2Log advanced tutorial:

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JibberJobber: When to Use Log Entries vs. Tags

June 23rd, 2016

tracy_haas_corporate_trainer_atlantaHere’s a great question from Tracy Haas, a professional corporate trainer in Atlanta:

I am in the process of adding targeted companies and want to keep track of the requests to connect in LinkedIn so I don’t request it again, and to show what I action I have taken with that company. I was thinking of putting it in as a Log Entry… should I just do one and include all the names, or is it better to do a separate one for each individual (hope not as that would be extremely time consuming). Or is this even necessary in your opinion?

Also once I have connected with them, what is the easiest way to record my LinkedIn messages to them?

I’m going to share what I would do… you can determine if this is too much (or too little) for your needs.  Let’s go into each of the questions she has:

>> “and want to keep track of the requests to connect in LinkedIn (at each of her target companies)”  

This is a great idea… the fast and easy way to do this would be to create a Log Entry under the Company, and say who you invited to connected (or had any interaction with). Once you make contact with someone, though, with someone you think you will network with, I would create a new Contact record for that person.  Just make sure you associate that Contact with the Company (super easy to do).

For example, let’s say I invite Jane and John to connect on LinkedIn.  Both are from Acme Widgets. I would create a Log Entry under Acme Widgets saying “I invited John Doe and Jane Doe to connect on LinkedIn…. here was my message: __________________”.

John accepts my invitation to connect, but Jane doesn’t. I meet John in person… and start a professional relationship.  I’ll create a new Contact record for John, but no need to do that with Jane yet… until we start our relationship.  I could, but I have too many things happening to capture everything… and right now I’m okay to let Jane slide.

The reason I would do the Company Log Entry is because you said you want to “how what I action I have taken with that company.”

Note that most of my records are Contact records, not Company records… it’s probably 20 to 1, or more.

>> “should I just do one and include all the names, or is it better to do a separate one for each individual?” 

Do one Log Entry on the Company record… if you get to the point where it makes sense to do a separate one for each person, then just create a new Contact record for them.

>> “once I have connected with them, what is the easiest way to record my LinkedIn messages to them?”

First, my recommendation is to get OUT of LinkedIn messaging as soon as you can. I hate LinkedIn messaging for various reasons… it just doesn’t do the job, and it is one more place that I have to monitor. So, as soon as I can, I transfer the conversation to email or on the phone.

Having said that, if there is a relevant conversation in LinkedIn messaging that you want to capture, I would suggest you copy-and-paste to a Log Entry under the Contact. It’s kind of a pain… which is one reason I get to email (so I can use JibberJobber’s Email2Log feature).

So there you go … it sounds like Log Entries will take care of you.

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Onboarding New JibberJobber User On Your Team

April 20th, 2016

There are a few organizations that have multiple people using JibberJobber as a CRM.  We weren’t designed to be multi-user, but if you are okay with a handful of people sharing one account in a company, then we’re a pretty okay solution.  Here’s a (modified) question from Jane Roqueplot, who’s career (resumes, coaching, assessments) company uses JibberJobber as their CRM:

We have a new assistant on staff. I want her to learn JibberJobber, but I don’t want her to learn with our existing records. I want her to self-study and watch your videos, etc. I’m thinking she could access a temporary JibberJobber account so she can learn it. What do you think?

Very smart to have her get familiar with JibberJobber without going into your live data. Here was my edited response to her, which might help you if you are in a multi-user environment:

I just brought on a new developer and the first thing I had her do was the most important: watch the orientation (90ish minutes), and then the getting started videos (120ish minutes).  She needed to watch the orientation to get an idea of what I was excited about, and watch both sets of videos to understand the breadth and depth of JibberJobber.

If I were to hire an admin, I would have them watch one or the other, and maybe both, and definitely let them know about both. For training, have her get her own account, which she then would have forever. Give her a list of tags to use [Note: Jane’s setup is optimized to get value out of tags].  She could enter kids, nephews, cousins, neighbors, etc. Going through that process, and maybe a few exercises you create that your team does (like getting certain reports), would do a lot to bring her up to speed.

In a nutshell:

  1. Watch training videos – these are broken down to 10 minutes (more or less) so you don’t have to carve out 2+ hours just to watch them all.
  2. Start up your own account.
  3. Put information in about people you know, including personal contacts…. and just play around.

The learning + doing model should help you get up to speed on using, and getting value out of, JibberJobber.

Good luck!

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