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Jacob Milne

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  1. 14 votes

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    Jacob Milne commented  · 

    Tons of tasks getting created. Chaos!!!

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  2. 9 votes

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  3. 4 votes

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  4. 3 votes

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    Viewed  ·  1 comment  ·  Contacts & Jobs » Fields  ·  Admin →
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    Jacob Milne supported this idea  · 
  5. 37 votes

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    Jacob Milne commented  · 

    We have documents from almost every status that exist in our organization... would be huge!

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  6. 7 votes

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    Jacob Milne supported this idea  · 
  7. 3 votes

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    Jacob Milne supported this idea  · 
  8. 4 votes

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  9. 51 votes

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    Viewed  ·  8 comments  ·  Settings » Access Profiles  ·  Admin →
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  10. 62 votes

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    Viewed  ·  7 comments  ·  Settings » Access Profiles  ·  Admin →
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    Jacob Milne commented  · 

    Simply splitting the Documents and Photos permission into separate

    Documents
    Photos

    Respectively would be HUGE

    Jacob Milne supported this idea  · 
  11. 31 votes

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    Viewed  ·  5 comments  ·  Settings » Automation  ·  Admin →
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    Jacob Milne supported this idea  · 
  12. 72 votes

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    Viewed  ·  4 comments  ·  Settings » Automation  ·  Admin →
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    Jacob Milne supported this idea  · 
  13. 6 votes

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    1 comment  ·  Settings » Automation  ·  Admin →
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    Jacob Milne supported this idea  · 
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    Jacob Milne commented  · 

    Document templates should include an option to indicate an attachment type so when it is attached to the job it isn't just "document" but whatever I tell it to be!

    Then automations could work through already utilized methods!

  14. 84 votes

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  15. 29 votes

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    Jacob Milne supported this idea  · 
  16. 30 votes

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    Jacob Milne supported this idea  · 
  17. 34 votes

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    Jacob Milne supported this idea  · 
  18. 21 votes

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    We’ve released an update that alphabetizes all automation rules. This should get you started with keeping your rules together, but we’ll be working on future updates that will improve automation organization going forward. Stay tuned!

    Jacob Milne supported this idea  · 
  19. 106 votes

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    Jacob Milne supported this idea  · 
  20. 115 votes

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    Jacob Milne supported this idea  · 
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