Contacts & Jobs
210 results found
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Add secondary name fields under contact
Include a secondary contact name field when creating new contacts. Instead of creating a new related contact.
6 votes -
Auto Create Jobs
When a Contact reaches a certain stage , say verbal agreement, allow for JN to auto create Job Object. Other CRMs have this with their respective objects. Would help office staff.
6 votes -
Custom field that can be used as a web link
Custom field that can be used as a web link to a 3rd party source. Our instance is linking to a project's property appraiser's details on their website. But I see this being used with potential links for other things like videos, real estate listings, and/or maps or survey websites.
I would see it being deployed as the fields name, and a blue link just to the right that says " [ Link ]"
6 votes -
Limited access on contacts
We have third party departments who work within our CRM, however we are only wanting them to see contact information not edit or delete it. There should be an option on the access profile permissions to only allow them to see contacts, upload documents/photos, add notes without being able to change the status or edit the contact information. It would be even more helpful if they were able to add dates/input information in the customized contact fields without changing the standard contact fields (like name,address,phone number)
6 votes -
Automatically create a board when a new workflow is made
When we create a workflow we would like the option for a board to be automatically created.
6 votes -
Remove/Change the "Assigned Default" when creating the Job/Contact
Have the option to remove or change the "assigned default" name when creating a contact. Right now when I create a Contact it defaults me as the assigned person.
6 votes -
Turn off drop downs/pop ups in new contacts
When I am creating a NEW customer the drop downs/pop ups get in the way. Nothing I have entered before apply to NEW customers. We just got 300+ calls in a week and that slowed us down so much. When adding additional contacts I use duplicate and make changes. This works great. We tried turning off pop ups in web browser but that did not change the long pop up/drop down that gets in the way when you start to type a name or address or email.
6 votes -
Custom Field Filters on Boards.
The ability to filter boards based on custom fields.
6 votes -
Subcontractor Field on Cards in the Board View
With the newly-added ability to add more information to the cards in the board view, we would like to be able to add the "subcontractor" field as well to see the info at first glance
6 votes -
move between contacts on the board without going back to the board
Have the ability to scroll through contacts on the board without having to go back to the board. Something similar to the "next" button or "previous" button on Craigslist or Google photos. So if I am on the leads board and in a contact I can go to the next contact on that board without having to go back out to the board.
6 votes -
Enable entry of customers with the same name and not have to modify
We live in an area where many people have the same name. This creates a lot of difficulty for us when creating a new contact. We have to modify and it causes reporting issues for us. It would be great to have an "override" button for these customers.
6 votes -
Do not display unused fields when printing Contact
I only want to print contact Info and all of the fields' headings appear even when I uncheck the job and tasks and attachments.
6 votes -
Searchable field for Insurance Clam #
It would be so very helpful to have a searchable field dedicated to Insurance Claim # (We receive a myriad of calls from Insurance Companies, who only leave the claim # when they call and leave voice mail messages. Would help tremendously to be able to search by the claim # so we can locate a file much more quickly :-) Thank you!
6 votes -
The ability to show job/contact description on the board
A way to view the description of a job/contact on the board view.
6 votes -
Print a PDF of a signed or blank proposal.
Need the ability to print a signed or blank proposal. Some older folks want a paper contract to look at or have for records after the work is completed.
5 votes -
Icon of Sales Rep on Boards
I want the icon displayed on the boards to show the sales rep initials rather than the "assigned to" initials.
5 votes -
The ability to restore deleted notes
The ability to restore deleted notes
5 votes -
job email
Can we get each job set up with it's own email address? I do a lot of commercial work and I have different project managers for each job. On every new job I email a document, I have to change the person's name and email address on the contact's fields.
5 votes -
When filling out the JOB INFORMATION, please give us the option to enter both a physical address and separate billing address.
Many of our customers are big companies (their physical address is different than the billing address). So when processing credit card payments over the phone, it says that the payment failed because "address mismatch."
5 votes -
Option to auto-populate job-information from related-contact
Option to auto-populate job-information from related-contact (In form of checkbox in the “create job” window).
For our use of JobNimbus, we rarely have a contact that has different information than the contact. Because we use jobs, there is a lot of repetition when we have to re-enter the same contact information to the job in turn decreasing efficiency over time.5 votes
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