General
985 results found
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Insights filters
To be able to add custom filters and columns to sections like "Last Week: Leads" and to have those customizations be savable
1 vote -
1 vote
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Be able to write out an email when making an automation instead of using a template
We would like the option to write out the email message that sends with an automation instead of only choosing a template
1 vote -
1 vote
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2 votes
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Make related contact pinned to top of side bar on V3
It is a bit frustrating to have to scroll down on the side bar (under the new photo) to find related contact. Would be nice to be able to re-arrange the order of the tiles on the right
3 votes -
3 votes
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When clicking reply from the the activity page to an email, change the formatting of the the email. It looks unprofessional.
Please make the email view look normal. It looks bad with the quotations and the strange spacing.
1 vote -
Jobs on calendar
Allow for Contact information to be displayed on the side view of the job within the calendar view. Similar to how Tasks display contact information
1 vote -
Limit Access to Edit Forms on the App
We need to have where only certain team members are allowed to edit a form once it is added in the app to prevent mistakes from happening.
1 vote -
1 vote
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Markup Slider
Add a markup slider in the same way that there's a margin slider on estimates
1 vote -
documents layout
make documents and custom documents stand out more, or make it more seamless on interacting with custom docs within the documents page
1 vote -
show commission paid/due totals
Show commission paid/due totals in Insights so that sales rep payouts can be managed from a single dashboard
1 vote -
CompanyCam Integrations View
Sales rep would only see CompanyCam files associated with them in CompanyCam when we were part of acculynx. With the CC/JN integration, we have the team members have to weed through the other sales reps stuff to get to their files within CC. We would love to save time and have the integration with JN and CC set up in the same way.
1 vote -
NSE More Quote Options with Toggle for Customers
Products feature Request (Proline does it) Can take measurements section and we limit the quoting section to Good, Better, Best. Proline gives us four shingle options and two metal options and the customer is able to toggle off the options that they don't want. This is sooo handy, and we can be at the clients home and turn on the options quickly to see the price difference.
1 vote -
Additional Column added to Invoices that will populate on the Invoice Dashboard of the Job
Adding Another column in the Invoice that will show up on the Invoice Dashboard of the job that will auto populate aside from the internal Note. We enter in receipts that we want the corresponding number of that receipt to show up in another column in the Invoice dashboard, otherwise we have to manually add them in everytime on the internal note for it to show up on the dashboard. This is very time consuming for us
1 vote -
Adding Cost Column to Payments tab on Payments & Invoices Dashboard
Would love to see a Cost Column added to the dashboard on the payments tab in a job.
1 vote -
1 vote
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More customization in classic reports
The ability to filter out specific activity items is the primary concern for this user. They want to omit email activity, and only filter by actual changes and activity updates by the assignee of the job.
2 votes
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