The Companies and Contacts organizer is the key to unlocking the power and efficiency of the Jobs Manager and RIMSCentral integration.
Contacts are managed from the Contacts tab in N1-Web.
Managing Companies and Contacts
In the old Narrative1 Contacts Management Tool, contacts were stored based on a record ID number associated with the contact’s name. This made it impossible to easily “connect” multiple contacts under the same company, which often led to the kinds of inconsistencies and errors that are common with so much redundantly stored information (Company Name, Address, City, etc.)
In the new web-based Companies and Contacts Organizer, multiple contacts can be stored together as a part of a single company record. Highlight the Companies/Contacts sub-menu under the Contacts tab, and click the Search/Add/Edit menu item to manage Companies and Contacts. Use this page to search for Companies and Contacts that are already in your database, or click the Add Company/Contact button to create a new record.
Once you’ve saved a new company record you will see the Contact List section appear under the Company Details.
To add or edit a contact within your database, use the icons at the bottom of the Contact List area. Search and add contacts to Excel using the Excel-based Contacts Management form.
Rather than storing your company’s appraisers and other licensed Narrative1 users in the same database location as your clients and other contacts, licensed N1 users within your organization are managed in a separate “Appraisers” section.
To add an appraiser to the list, click the “plus” icon at the bottom of the Appraiser List section, and select the user’s name from the dropdown list of N1 Users in your company. Fill in the rest of the details, and then Save and Close.
Preparing the Worksheet
Some preparatory steps must be completed before importing Contacts and Appraisers. Begin by navigating to the File Info worksheet of the N1-Excel file.
Next, unprotect the workbook.
1. Click the Narrative1 button, followed by the Narrative1 Options button found in the ribbon
2. Click Unprotect Workbook and then Close
Each contact has four cells which need to be modified individually: Salutation, Designation, Fax, and Phone Number 2:
- Right-click on a cell, then click Format Cells
- On the Protection tab, uncheck the Locked checkbox, then click OK to close the window and return to the worksheet
- Delete the cell’s formula by clicking in the formula bar and backspacing until the field is blank
- Enter text into the cell as a reminder that the field requires hand-entry
Once this process has been repeated for each of the four cells for all five contacts, reprotect the workbook. Note that if you need to use any of these fields in the Word file, the data will need to be hand-entered after importing Contacts.
Add/Edit Appraiser Licenses
You can add all your licenses under your primary Appraiser contact record.
Click the plus icon in the Licenses column of the Appraiser List.
A form will open, allowing you to add as many state licenses as needed to each individual Appraiser record. Simply click the plus icon in the Certification/License form.
Then fill in the certification/license data, and save. Repeat this process for each state certification/license. See the image below for the entire three-step process.