Help & FAQ
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Help articles
Getting startedSign in, reset a forgotten password, and learn what Nexus holds.
Find your way aroundThe left menu, the top bar, Home, lists, records, and the bug button.
Search and quick createFind a record from the top bar, or create an account, contact, note, task, or meeting.
Notes, tasks, meetings, and filesHow to log notes, tasks, meetings, and files, and read the Activity card.
ContactsPeople at an account: the list, adding a contact, and the contact record.
AccountsCompanies: the list, filters, the preview panel, adding an account, and the account record.
AgreementsTo follow.
Products and servicesTo follow.
DealsTo follow.
Settings and usersUsers and roles, Access, Module settings, Activity log, Issues, Recycle bin, and Help/FAQ.
Your profile and passwordsEdit your details and photo, sign out, and reset passwords.
EmailConnect Gmail, send from a record, and read replies on the timeline.
Frequently asked questions
What is Nexus?Nexus is the CRM (customer relationship manager) for Experienced Craft Labs (ECL). It keeps the companies you work with (**Accounts**), the people there (**Contacts**), and your notes, tasks, meetings, and files in one shared place.
How do I sign in?Open Nexus and enter your **Email** and **Password** on **Sign in to Nexus**, then click **Sign in**. An admin must create your user first. You stay signed in on that browser until you sign out.
How do I find a record quickly?Click **Search** in the top bar or press ⌘K (Ctrl+K on Windows). Type part of a name. Results are grouped into **Accounts** and **Contacts** as you type. Use the arrow keys and Enter, or click a result.
Why doesn't Search find my notes or tasks?Search looks at account and contact names. Open the record to see its notes and meetings on the **Activity** card. Tasks show on Home under **Upcoming tasks**.
How do I add a record?Click the blue **+** in the top bar and pick **Account**, **Contact**, **Meeting**, **Note**, or **Task**. Fill in the required fields (marked with a red star) and click the blue button at the bottom.
Where is the Edit button?There isn't one. On a record, click the value you want to change. Click the check mark (or press Enter) to save, or the X (or press Escape) to cancel.
What does Resource on Home mean?**Resource** is the person whose work Home shows. It is based on who owns each account. It starts as you if you own accounts, otherwise **All**. Changing it updates every card on Home.
Who shows up under Last contacts?**Active** accounts with an **Account type** of Prospect or Customer that the selected Resource owns. **Last meeting** and **Last contact** show a dash (—) when there is no date yet.
What does "Unassigned" mean?The record has no owner. Records also move to **Unassigned** when an admin archives or deletes the user who owned them.
How do saved views work?On Accounts or Contacts, set your filters, click **View**, then **Save filter** and give it a name. Pick the name from **View** to use it again. **Rename**, **Update**, and **Delete** appear in the menu while a view is on. Saved views live in your browser only.
How do I mark a task done?Nexus does not have a way to edit or complete tasks yet. New tasks show on Home under **Upcoming tasks**.
What files can I attach?PDF, images (PNG, JPEG, GIF, WebP), text and CSV, Word, Excel, and PowerPoint, up to 10 MB each. Use **+** on the **Files** card of an account or contact.
Can I collapse the left menu?Yes. Click the arrow next to **Nexus CRM**. The menu shrinks to icons; hover for names. Nexus remembers your choice on that browser.
What is the round bug button in the bottom-right?It sends a bug report or feedback. Pick **Bug** or **Feedback**, add a **Title** and **Description**, optionally **Capture this screen**, and click **Send to GitHub**. Reports are listed on **Settings → Issues**. Nexus files a GitHub issue on `GITHUB_ISSUES_REPO` (default `Daryl11/nexus`). A repository whose name is the previous product is refused. The server token is fine-grained: Issues read and write, and no Contents. An optional screenshot is stored in the private Supabase `record-files` bucket and opens for signed-in admins.
Can a contact belong to more than one account?No. Each contact belongs to exactly one account.
What format do phone numbers and websites need?Phone numbers need 10 US digits (a leading 1 is fine). Nexus saves them as (555) 010-0100. A contact's phone is required; an account's is optional. Websites must look like example.com. If you leave off `https://`, Nexus adds it.
Can two contacts share an email?No. Each contact's email must be unique. You will see "Email already in use."
Why does the Accounts list show someone else's email?**Email** and **Phone** on the Accounts list belong to the account's **Primary contact**. Set the primary contact on the account record.
What do Active, Inactive, and Archived mean?They are the **Status** of an account or contact. Inactive and Archived accounts can't be picked for a new contact, and only Active accounts appear under **Last contacts** on Home. The Contacts list shows **Active** people unless you change **Status**.
Where do I change account types, industries, or contact types?Admins open **Settings → Module settings** and open the **Accounts** or **Contacts** section.
Where are deals, products and services, and agreements covered?To follow. These articles will be completed once those features ship: [Deals](/help/deals), [Products and services](/help/products-and-services), [Agreements](/help/agreements).
I forgot my password. What do I do?On the sign-in page, click **Forgot Password**. Enter your email and click **Send reset link**. Open the email, click the link, and choose a new password (at least 8 characters) on **Set a new password**.
How do I change my own password?Sign out, then use **Forgot Password** on the sign-in page. Admins can set a password for someone else from that person's profile, but not for themselves.
Why doesn't my name open Settings?Your name opens your **profile**. Settings is the heading in the left menu with its pages listed underneath.
What does "Sign in as" do?Admins can act as a teammate from **Settings → Users** so Home and ownership look the way that person sees them. An **Acting as** bar appears; click **Stop** to return.
Who can delete records?Admins can delete any account or contact with the red trash icon or the row's three-dot menu. Members follow **Settings → Access** (**All** or **Own**). Deleting an account also deletes its contacts.
Can I restore something I deleted?No. Deleted records are listed on **Settings → Recycle bin**, but they cannot be restored.
Can I send email from Nexus?Yes, after you connect Gmail under **Settings → Email** or on your profile. **Email** on a contact, account, or deal sends from that mailbox, and the message is logged on the timeline. See [Email](/help/email).