General
138 results found
-
New sales experience additional signer
Logo needs to be able to add an additional signer that is designated as a contractor so that legally they are not having their contractor co-sign the customers contract. Virginia is very strict with legality.
1 vote -
New Task Types to be Auto Selected to show in Calendar
Would like all newly created Task Types to be Auto-Selected in the Calendar. Would prefer to not have to go into the Calendar and click on that task type to show up every time he creates a new Task Type as this requires reaching out to all users to update their calendars every time a new Task Type is created.
1 vote -
Create & Edit options in Access Profiles to be separate permissions.
Wants separate permissions for users in Access Profiles to Create a Budget and/or Edit a Budget. Not the ability to do both.
1 vote -
Eagleview form to submit
Logo claims that Eagleview was so easy to submit before and now we are making them fill out a form. Logo would like the system to go back to the way it was before where they don't have to submit a form.
1 vote -
Looking for a Top-Tier Mobile App Development Company in New York?
Reactive Space, your premier choice for specialized iOS and Android mobile application development services in New York. At Reactive Space, we are committed to creating custom mobile applications designed to meet the unique needs of businesses and entrepreneurs. Our focus on innovation and quality ensures an exceptional user experience for your mobile app.
Choose Reactive Space for unparalleled mobile app development, where every project is crafted with precision and excellence.
Learn more at: https://reactivespace.com/mobile-app-development-company-nyc
1 vote -
Note Attachments on Mobile
On web, it is possible to add attachments to notes. Photos, files, etc. But on mobile app, you can only enter text and cannot add attachments. Need the note attachments expanded to mobile as well. Photos and files.
2 votes -
1 vote
-
2 votes
-
Permanent Logs of Deletions
Currently, the permission in access profiles for "delete records" applies to things like contacts and jobs and activity logs. We need to split those up or create a way for us to see if someone has deleted their deletion activity. It could be a specific kind of report/view or even something that requires contacting JobNimbus, at least. SuperAdmins/Owners just need a way to see if users have deleted the activity, and you can't grant the ability to delete contacts without also granting them the ability to delete that same deletion activity record.
2 votes -
Automation to create a Invoice
Logo would like the automation to create an Invoice.
1 vote -
3 votes
-
Live report synced with API
Want to create an Insights report in "Live time, " that can be synced to an API integration that can create charts and grids to add to the live report.
1 vote -
1 vote
-
NSE Layout Library additions
In the NSE layout library have the ability to request for other companies to be added like Alside.
1 vote -
View Saved Spreadsheet Files
Would like to be able to save spreadsheet files into a job and have it viewable on JobNimbus. Right now I can save them, but I cannot view them without downloading.
2 votes -
When archiving a job, archive tasks as well
When a job or contact is archived, the user has to manually archive tasks from that Job/Contact as well. It's time-consuming and can be confusing when these tasks are still showing up under Home Page> Tasks
1 vote -
Delete/Hide Locations
Would like the option to remove or hide any locations that are currently not active as they can make the list difficult to manage.
2 votes -
2 votes
-
1 vote
-
Customize Sections in Invoice Template
I would like to be able to customize the different boxes in Invoice Templates (example: customer info, job info, sales rep info, etc.) to add my own formatting and boxes in those spaces.
1 vote
- Don't see your idea?