Google Calendar Sync for Contacts, Work Orders, Jobs, etc.
I personally link all accounts to google calendar so we can access everyone's daily calendar. I've noticed that when selecting an install date on a work order, it only puts it on the JobNimbus calendar and does not link to the google calendar.
I have to create a new task and input the same info in order for it to sync with google. This is redundant
The suggestion is to integrate existing install date tab connect to third-party calendars. If not possible at least add another install date tab that will generate a task so it will link properly.
Also allow the option to select which types are syncing, including task types, contact types, etc.
Alliance Exteriors commented
This system is working great, except that we have different types of leads that need to be easily distinguished. Right now to get a good sync on Google calendar that can be color coded by lead, we have to create the lead, then create a task within the lead, basically redoing ALL the steps done when creating the lead, THEN go into google calendar and color code it. If the contact calendar were able to sync with google, this would take one very lengthy step out of this process. OR if your calendar were flexible to allow for Color Coding for more than JUST the salesperson this would solve a HUGE headache we are having with the program. Also, the mobile app should be able to see the colors as well, so that in the field we can see what each type of lead is without clicking on every single one.
Janelle DeVries commented
It would be SUPER helpful if a user was able to specify which tasks they would like to sync with Google Calendar, instead of all tasks automatically syncing.
Additionally, would love to see the ability to choose which Google calendar the task would sync to. I.E. Collections related tasks can be specified to sync with the related Google calendar, Production tasks set accordingly, etc., rather than all tasks go to one general calendar.
PETER JUDGE commented
If JOBS were synced with Google Calendar this would make data entry so much more efficient. The whole JOB does not have to be linked, just the title, type, date and times; same as for an APPOINTMENT.
Could you not make an option to make the JOB entries appear as appointments for the purposes of Google Calendar syncing.
As it stands, a redundant appointment has to be made for every job entry. This is getting pretty old :-) and really detracts from what is otherwise a commendably streamlined and highly customizable system.