General
1021 results found
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New Contact Defaults
Ability to set default sales rep and lead sources when creating a new contact
1 vote -
[[signature]] for contact and user in templates
It would be nice to have a field template for [[signature]] that is specific to the user and contact.
For example, lets say at the bottom of a document template, I have a signature section for the customer and an internal employee, I'd like to be able to input a [[usersignature]] field and [[contactsignature]] field that way I know where the digital signatures will show up on the document. It will help the signed document look nicer after signing.
Since there isn't a way to distinguish signatures right now, there is no way of knowing which signature will pull up…
2 votes -
4 votes
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Two Calendars in JobNimbus
Would like the ability to have more than one calendar in JobNimbus to keep jobs scheduled and tasks seperate.
1 vote -
Appointments Scheduled - Percentage Report
It would be nice to have a report either in insights or classic reports that shows how many appointments were scheduled but didn't turn into a sale. A percentage would be ideal.
For example, say of 100 leads for a week, month, or year, 25 of those turn into scheduled appointments, but never go to a sold stage, it would be nice to have a report that show the percentage amount of those that had appointments.
3 votes -
Hide Good better best
The option to hide the other options after the customer has chosen one
1 vote -
1 vote
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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 -
3 votes
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Master List for Projects or Company
We would like a list of multiple people, their title, name, number and email for a project / company. When we look it up on the phone, we only have one number and it goes to the home office When we’re trying to call the superintendent, and we don’t have his name or title. We just call a number that pops up; then a secretary answers, we don’t know her name, she doesn't know what we’re talking about, and we look stupid.
2 votes -
2 votes
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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 -
Insights Goals For Comparison
It would be great if we could set goal metrics in Insights to then compare against the actual Insights Data. That way it can also track goals met etc.
2 votes -
Parent Record Address on Work Order Cards
On Boards, work order cards can be edited to show the parent record display name. However, they do not have the parent record address. Need to be able to display the address of the contact/job on the work order board cards so that we can easily organize.
2 votes -
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
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