General
1005 results found
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Options to only allow users to view only their own commissions on Budgets but not other users'.
Users have access to budgets but wants to further limit their viewing access so they can only see their own commissions.
1 vote -
Material Order Template Line Item editing
Ability to edit the line items of the Material Orders at the template level
1 vote -
SQ- Add several PDF's into one quote without each being a custom page
Would like the ability to add in single use PDF's into a quote and have customer toggle through them rather than have them added as individual custom pages.
1 vote -
Ability to add more task to the calendar drop down meny
I would like the ability to add more tasks to the calendar drop down menu, there are not enough options.
1 vote -
Stop Reset Password Link from Triggering every time there is an update in the app.
Would like the ability to be logged out of account when there is an update instead of being logged out and having our passwords reset every time. We have to not only reset, we are not able to use any of the same logins again.
1 vote -
Jump to bottom button
Button on boards that would allow you to jump to the bottom of a column
1 vote -
Auto logout feature
Would like JN to have an option to log out when the window is closed
1 vote -
Calendar Task Association
Would like the ability to have an assigned task autofill the team members assigned to a certain group so that I don't have to manually enter them into the task every time.
1 vote -
SumoQuote Emails sent from Sales Rep email
Right now when emails are sent out from SumoQuote they are all sent from the same email address, but they would like to all be sent from the same person
1 vote -
Search Bar Function for emails and phone with characters
It would be very helpful to our team if we had the ability to search for jobs/contacts by email and that we could copy and paste the phone number and not have to remove characters to get the job/contact to populate.
1 vote -
Material Orders QB Sync
Add ability for Material Orders to sync to QuickBooks
1 vote -
Job costing in work orders
Would like to have these 4 pieces of information on the work orders:
Total price
Revenue
Profit
Profit MarginIt's more convenient than in the estimate or the job costing feature.
1 vote -
Refined Automation Options
More refined conditions and options for automations
1 vote -
Automation JobNimbus Notifications
Ability to choose to send account notifications from an automation instead of just text messages and emails
1 vote -
1 vote
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Create Task Button
Wants a separate button to create a task from the home screen
1 vote -
Modular Homepage Buttons
Would like to be able to add buttons for things like "create contact" and reposition them on the homepage.
1 vote -
Hyperlinks in custom fields
Would like the ability to add working hyperlinks in custom fields
1 vote -
1 vote
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if start date is in the future
add a rule to automations "if start date is in the future" bc i've had people go back and edit a previous work order line item detail for whatever reason and it triggers my scheduling automation for any already completed project. I understand the text and email still lists the date a past date but it is confusing for customers
1 vote
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