Settings
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Increase the Character Limit for Product & Services
A way to increase the number of characters for the product / services name field.
4 votes -
Disable note editing option
Disable the ability to edit notes after they're created. We would rather have too much information on our jobs than have information go missing.
2 votes -
Customization
For those of us who are technologically savvy, include an "editor" or "admin" option to allow even further customization (versus having to come here to request it be developed) as seen in Salesforce or Monday.com.
Perhaps start a beta program for this? I would love for JN to be our company's HUB instead of using 20 different programs.
1 vote -
Automation to update what person(s) are current assignees through a job workflow.
As a job moves through different stages of a workflow, different people are responsible for that stage of the process and it would be nice to be able to create an automation to update that job field when the job hits different statuses throughout the life of the job.
2 votes -
Hide emails from limited access users
I'd like the ability to specifically hide emails from certain access profiles.
4 votes -
Allow different Job Number Template for different Companies (Locations).
A way to set different Job Number Template for different Companies (Locations).
2 votes -
Format changes to allow names with accents to keep names correct and not generic spelling
Having a name with an accent and allowing that format to stay on the contact info without it causing an error is extremely important to many clients whose name pronunciations are not the same without the added accent above certain words. (Ie. fiancé, résumé, etc.)
1 vote -
Automations based on document signature status
I'd like to be able to be notified when a document is fully signed, so setting up an automation for that would be ideal.
2 votes -
Should be able to custom build your own estimates
We should be able to create our own template for estimates.
Instead of only being able to create a document we should basically be able create a spreadsheet type of estimate that we can customize.
Be able to pull in code from item on products and services to make it interact on a document
2 votes -
need break down of profits and expences such as material and labor so everyone is on the same page
paycheck stubs as well as profits and job breakdown
2 votes -
Team Member CSV Upload
Please make CSV upload available for users. This would be most beneficial for new customers who are inputting new users. I just finished inputting over 100 users and would have found this very beneficial.
3 votes -
Template fields for Assignee info
I would like a template field to include Profile information from the profiles of team members assigned to the contact. Not just the Sales Rep
1 vote -
Terms and conditions on separate page
Would be nice to have the ability to have the Terms and Conditions of the estimate printed on a second page. The estimate would look much cleaner having the terms and conditions on the reverse page or second page rather than having the terms and conditions immediately after the proposal.
3 votes -
Remove requirement to have stages in order
Right now we can't change the order of workflow stages. We want to be able to have things in our own order.
2 votes -
Form automation options/ tasks
Be able to add a form to a task to be filled out. Also being able to have options to use forms in automations.
4 votes -
Expand time-based automation conditions
I would like to create a time based automation that is triggered off a task, but include a contact/job status as a condition
1 vote -
automate to change status in workflow
I would like to see the same ability applied to work order workflows that is applied to job and contact workflows that allows an automation to change the status of work orders. For example, Doc type "Sub Est." is uploaded, change work order status to "Est, Received" or Task Complete ---> Change status to ....
Thank you for your consideration.2 votes -
Hide from List function on Lead Source
Apply the Hide from List function to the Lead Sources.
Reasoning behind it - Marketing would like to track lead source effectiveness so they don't want anyone who is manually entering data to select their specific Lead Sources.
Hidden from List would still need to be available to use through Zapier.
OR - Ability to Restrict Lead Sources by Access Profile2 votes -
Sorting functions on Company, Team, Groups, Access Profiles
Ability to use Alphabetical sorting functions on any of the headers in the Company, Team, Groups, Access Profiles areas with the option to sort Access Profiles by least restrictive to most restrictive.
2 votes -
Automated Email to Unrelated Contact
We need the ability to send automated emails to contacts-specifically contacts who aren't related to a job, not a subcontractor, not a team member.
1 vote
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