General
1002 results found
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1 vote
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view email attachments when clicking Reply
The current way to view attachments is to view in thread. The ability to see attachments when replying would be beneficial
1 vote -
1 vote
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1 vote
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Engage calling
Would like possibility of calling through Engage as well as text
1 vote -
Adding additional duplicates of pages in NSE.
We would like the ability to add additional pages (duplicates) of the inspection page within New Sales Experience.
1 vote -
Boards on iOS mobile app vs Android mobile app
On iOS, when viewing a board, you can navigate to Home, and when you navigate to Boards, the app remembers the last board you were in. On Android, if you navigate away from and back to boards, you have to go through the list of boards again
1 vote -
The ability for clearer ways to differentiate customer-facing communications from internal activity.
1 vote -
Engage texts photo upload
To be able to upload photos from a job to a text conversation in Engage while using the mobile app
1 vote -
Work Orders Automatically assigned
Would like work orders to automatically get assigned to the assignees that are assigned to the job record or task in a job/contact.
1 vote -
1 vote
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Exclude Sales Rep Assignments from SQ Project Search
In SumoQuote Standalone, when searching the project list for a name it currently includes results where the assigned sales rep has a matching name. This makes it tricky when searching for common names if they happen to be shared with a sales rep. It would be great if this could be made to exclude this, or at least to make it a toggle.
2 votes -
Separate Toggles For Debit/Credit Payments
With the recent update regarding passing fees, I would like there to be separate toggles for enabling Credit and Debit cards. That way I could disable the card that cannot pass the fee.
7 votes -
1 vote
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1 vote
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Mobile app Home page customization
Would like to edit/filter what appears in the 'Today' section on the Home screen
1 vote -
Converting NSE Estimate to another Document when in Approved Status
Would like the ability to convert an NSE Estimate to another document when in an Approved Status.
1 vote -
be able to filter by custom fields in a classic report
We have a lot of custom fields in JobNimbus and it would help out workflow if we could create a filter in classic reports to search for these custom fields.
1 vote -
Auto CC Invoice Emails (including to non-users)
Need to be able to set an automatic CC for invoice emails. It needs to be possible to be someone outside of the organization. It could work as a n automation if there was an option to set up a CC on automation emails.
5 votes -
[STILL] Very Slow Load Times
Each page takes 5-10 seconds to load. This is way too slow. Also, if you try to open more than 1 tab by clicking "control + Click", all additional tabs never load. You get stuck on an infinite loading screen VERY VERY often. My entire team of 20+ users run into this on a daily basis. It happens consistently. It is VERY frustrating when literally 50% of my time using Jobnimbus is wasted staring at a loading screen. The "recent updates to improve speed" have not made any difference. The software still loads extremely slow compared to other CRMs we…
1 vote
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