Advanced Search
• Ability to filter global search by type, hit Enter to create a view for a search term
• Custom Fields (e.g. Claim Number), Tags, and other fields available in Search
• City
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homeexperts.allen commented
Important!
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Welch commented
Sort archived jobs and contacts to the bottom when using the search bar.
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Marcus Cox commented
Custom fields I create for jobs and contacts are Carrier, Claim #, Policy #, and Date of Loss. A lot of times the only information I get in an email, text or VM is referencing a claim #. Right now I can't type in a claim # into the search bar and find what client its referencing. This is a critical adjustment that needs to be made.
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Lucas Sloan commented
Can we get this already please!!
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Dom Robin commented
THIS SHOULD HAVE BEEN AN OUT OF THE BOX FEATURE. LAUNCH IT!
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Jenny Barreto commented
This is a basic feature that should available. I don't understand why it isn't working yet if users have been asking for years apparently???
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Anonymous commented
I would really like to be able to search by claim number as insurance companies are sometimes only willing to provide that information.
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Efraim Presser commented
Perhaps in a more global comment, none of the user added fields are searchable. The great advantage about being able to add your own fields is somewhat dulled when they remain static and unsearchable.
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My Contacts De La Cruz commented
Customer would like to be able to have custom fields searchable within the search bar.
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Melanie McCalley commented
Definitely need a filter option on the main search. The more we use Job Nimbus the more info we have stored in here and the harder it is to search for anything. I don't want to search through all of the jobs and tasks with a keyword in it when I am looking for a contact and vice versa when I am specifically looking for job name or task. And the custom field is still very much needed to be added in the items searched. It's becoming cumbersome to navigate.
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Michael West commented
I don't understand why you would be able to search by zip code and not city?
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Julie berishaj commented
Can this search bar dilemma be fixed please??????
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Gina Pichulo commented
We work with insurance, being able to search by claim number would be SO HELPFUL.
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Michelle commented
I don't like that I can't search the added contact fields. And the notes defaults to show only 5 at a time. Or the invoice defaults to Net 15. etc
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Melanie McCalley commented
Agreed - we use a custom field for job numbers because we have our own custom numbering system that contains dept number and a letter based on location that we can't replicate with Job Nimbus. Our crews and accounting reference everything by job number so this is a major set back with Job Nimbus because we can't search for a custom field.
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Rob Nunziato commented
It would be very helpful if the custom fields contents could be found via the search bar.
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Lexis Robertson commented
As a user of JobNimbus over past 3+ years with 3 different companies unrelated to each other - one thing that has been consistent amongst all 3 companies is that Claim numbers have been a vital aspect of how we track and locate our customers. With JobNimbus, we are able to create a custom field for 'Claim Number' which is great for documentation purposes, but it is virtually useless being that custom fields are unsearchable and do not populate in the search bar. Yes, pulling a contact report and filtering the claim number is away that we can locate a contact based off of this field, but this method is time consuming and unrealistic in this industry.
I believe that if a survey was generated to find out how many JobNimbus users have created a custom field to store their claim numbers - the results would speak for themselves.
Please take this request into consideration, as it would be a reassurance that our company has made the right choice in choosing JobNimbus as our CRM platform.
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Jonathan Hare commented
Our company uses job id(number) extensively. I agree with other users for a global setting for default search. But i will like to suggest the following example for the header of the page
[Search Box______________________] [\/] Advanced (Drop Down)
[ ] Contacts [ X ] Jobs [ ] Invoices [ ] WorkOrders
[ ] Material Orders [ ] Custom Fields -
Jerry Cooke commented
When you build a box to capture data, you should be able to search that data. Good example, search for phone number. You get a call from a third party adj, I could quickly see if I have worked with he or she before.
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Jerry Cooke commented
Yes, very needed. I have a simple work around but it takes entering the claim number twice.
You can put the claim number in the description box, it's searchable.