General
1043 results found
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1 vote
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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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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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Multiple signing&upgrades pages for each page that exists on the estimate details page
Right now, in the New Sales Experience, you can specify different estimates from the estimate details page, but you can't differentiate between those separate estimates on the signing and upgrades page. It would be nice to have a feature to allow separate signing and upgrades pages for the separate estimate on the estimate details page, to keep the upgrades for each estimate listed independently from the others that don't apply.
4 votes -
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 -
Automation to assign Job
Ability to create an automation that will assign a specific team member to a job when the status is modified.
5 votes -
Bulk Edit Custom Fields
Bulk Edit Custom Fields - User trying to edit custom field called team lead based on sales rep groups
2 votes -
Hiding Tax Subtotals
Logo wants to be able to hide tax totals and subtotals of NSE Estimate when Enabling taxes and adding taxes in Estimates
6 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 -
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
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