General
650 results found
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Remove signing link when BCC salesperson
Customer notes that for a lot of companies it's not a big deal but essentially when BCCing the salesperson (when sending a quote for signing) the signing link is also included to the sales person.. Customer notes that a shady sales person could then sign "for" the customer without their consent.
1 vote -
Able to use 2 measurement tokens for one product / service
Exact wording from the logo: "a request to be able to use the same product for two different measurement tokens"
Requested through this ticket: https://app.hubspot.com/contacts/3409122/record/0-5/2875966721/
1 vote -
Angi's List
Logo wants an integration with Angi's list so that contacts and information can port over into JobNimbus
2 votes -
Engage to send a VCF file
Share feature in Engage to send a VCF file. Like a share in iphone to share a contact
2 votes -
Better JobName for QuickBooks Sync
Can we have our job name field be locked and automatically created as a template with this information? (Smith, John #1234) = (job lastname, job firstname: jobID)
Currently, the 'jobname' is the field that is mapped to 'DisplayName' in QB. We have found that unless we have a way to track supplier invoices by 'JobID' in Quickbooks, the sub customer list in QB is not a scalable solution since it relies on the 'jobname' in Nimbus.
2 votes -
Creating Folders in SumoQuote
It would be great to create folders for your layouts in sumo quote instead of having a huge list.
Folders for automations, tasks, note type..
2 votes -
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 -
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 -
Less Frequent Login Requirements
Simply put, I have to login to my account WAY too often. Whether via 2 factor authentication, biometrics, or whatever, I should be able to stay logged in on my daily devices for weeks at a time, not a day or two like it is now. This is especially cumbersome on mobile because my password manager is prevented from auto-filling login info on the current app.
2 votes -
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1 vote -
1 vote
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Insert Assignee Image
When creating templates, it's possible to insert the Sales Rep's profile image into it with a short code. I would like to be able to insert assignees images for later steps in the process.
2 votes -
Automation to create a Invoice
Logo would like the automation to create an Invoice.
1 vote -
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
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NSE Layout Library additions
In the NSE layout library have the ability to request for other companies to be added like Alside.
1 vote -
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 -
1 vote
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Add indication that photos are already on the estimates
Add something to indicate that photos and docs have already been added to an estimate, such as greying out the ones that are already on the estimate
1 vote
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