General
872 results found
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Add "Find Contact by Display Name" to Zapier Plugin
Please consider updating the Zapier integration to include a “Find Contact by Display Name” search option, similar to the existing “Find by Email” feature. This would make automation easier for workflows where Display Name is the primary identifier.
1 vote -
SumoQuote improvements on order editing - unable to open line item to edit to customize details specific to the job
Easily update the name/ description to add colors or other details such as where the item is coming from
1 vote -
Hiding section Totals on NSE Estimates
Would like the ability to hide not just sections but instead, hide the section totals within an NSE estimate.
1 vote -
Upload photo as an action for Automation
Have 'Upload Photo' be a possible action from an automation
1 vote -
Hyperlinks & Company Cam
Hyperlink support for Company Cam so that from the Contact/Job Record you can be directed to CompanyCam's record.
1 vote -
Forms activity in Reports
It would be great if activities such as Form Submitted was available, and a filter criteria for reports.
2 votes -
1 vote
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1 vote
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Address info in JobNimbus Payments Portal
Right now, the JobNimbus Payments Portal shows the name for the transaction data, but not address etc. Please add the other data as well.
3 votes -
NSE Auth Page Show Item Names
It looks like when viewing the PDF of the authorization page, it doesn't display the item name, just the description. Would like this to do both or at least be an option.
2 votes -
Adding additional characters to the Contact Fields
We created a custom field with the salesperson's direct phone number that gets inserted into the welcome letters along with the photo of the salesperson. This assures people that the person knocking on their door is from Anderson Roofing, not a random stranger.
We ran out of characters. Please increase the character limit availability on the contact card function. We need to be able to add three more names.
1 vote -
The optional field in the user profile for their job title to then be used in the email template insert fields
There should be an optional field for a user's profile to put in their job title that can then be used in template insert fields to better communicate with customers who are sending the email that an automation is set up for.
2 votes -
2 votes
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Add Company information instead of Sales Rep
Would like to add company information to cover page in estimate instead of the sales rep
2 votes -
Notification for all email if they bounce, don't deliver, etc.
For all emails that go out not just for NSE
2 votes -
When adding a template to the estimate details page, add it as an option
Currently, when you import a template into your estimate details page, it will erase all data, even if you have multiple options available. This makes it difficult when you are simply trying to add a new option that you already have the template for but don't want to manually enter it into the estimate when you could just import that template as a different option instead of erasing the whole estimate details information.
2 votes -
1 vote
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Job filter on Contact Page
When viewing a Contact and all the jobs under the Contact, you can add columns and filters but they won't save as preferences. Want to be able to save as preferences for whenever I view jobs under the Contact
1 vote -
Location specific rates in profit tracker
We have to manually change it (for budgets) whenever it is a commercial job instead of a residential one
1 vote -
1 vote
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