Settings
82 results found
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Contact Automations - condition around estimate total
The ability to add an estimate total as a condition to a contact triggered automation.
1 voteMerged with other ideas, fixed, or declined.
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Task Automation
A way to automate tasks, where it can tag everyone instead of having to assign each individual.
1 voteMerged with other ideas, fixed, or declined.
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Automation Based on Built-In Job/Contact Fields
The automation system would more powerful if there was the ability to use the Built-In fields as conditions. We can use custom fields, why not the built-in fields? I think this change would be easy to implement as well.
"Is Archived" is an obvious built in field needed, but there are many other useful ones. I have to set up not equal status conditions to all my archive statuses if I want automation to only run on active jobs.
example
IF State is equal to Iowa
another example
IF Lead Source is not equal to Google
Most of my work…
2 votesClosing out due to age of request, that it was fixed, or that it won't be implemented. Cleaning up our votes to make sure we are focusing on the greatest impact.
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Exporting Team Page to Excel
Ability to Export the Manage Team Page located in settings to an excel sheet ( separating Inactive and active team members )
1 voteMerged with other ideas, fixed, or declined.
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Turn of Location Based Products feature
Have the option to turn off "Location Based Products" feature.
1 voteMerged with other ideas, fixed, or declined.
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Product & Services- When hiding a product, have it not referenced at all when saving new product with similar name.
Have the hidden P&S not be referenced at all.
1 voteMerged with other ideas, fixed, or declined.
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Product & Services- Move product name to top of list upon search.
. Be able to type P&S name and have that name move to the top of the list. Example, if he has several names with kitchen in it, he wants be able to type kitchen faucet and have that P&S move to the top in the P&S to locate it easier if he needs to update it.
1 voteMerged with other ideas, fixed, or declined.
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Automation for Tagged Team members
It would be beneficial to have the ability to create an automation based on when a team member is tagged in a note on a contact/job record.
3 votesThis has been an infrequent ask, so with current priorities, it will not be added at this time.
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Automatic Job Creation or Warning Pop-Up
With some users utilizing the Job Module, I would like to see the ability to either, have a Feature that you can turn on or off that allows Automatic Job Creation, the ability to create an Automation that allows a Job to be Added when a Contact is Created, Modified, or Created or Modified, or, a Warning Pop up that a Job is being created without a Related Contact. I see it working one of three ways, as follows:
If Automatic Job Creation is turned "On" it would automatically create a new job the way a job is added today…
1 voteMerged with other ideas, fixed, or declined.
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Create stage conditions on automations
Allow stages to be used as automation conditions
3 votesMerged with other ideas, fixed, or declined.
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Time-Based Automation for Estimates
We send out/hand deliver estimates all the time. We would like to be able to automate time-based automation for them based on whether they have been accepted or declined. Right now JN does not allow us to automate based on the Status of the estimate, which seems so simple. For example, automate a task to check in with your customer 3 days after the estimate was delivered. And maybe another one 10 days later.
1 voteMerged with other ideas, fixed, or declined.
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Ability To Rearrange Location Order
It would be beneficial if we could rearrange the order that our locations are listed. Much the same way you can rearrange statuses by dragging & dropping.
3 votesMerged with other ideas, fixed, or declined.
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New Automation Note Condition
With automations; it'd be beneficial to be able to include a condition that would trigger if a note is NOT left on a job or contact record after a certain period of time.
2 votesMerged with other ideas, fixed, or declined.
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Allow us to create fields for specific workflows/boards instead of every workflow/board
Allow us to create fields for specific workflows/boards instead of every workflow/board. It would be nice to have customized fields for each board.
1 voteMerged with other ideas, fixed, or declined.
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Invoice/Estimate Automated Notifcation
I would like to be able to create an automation that would notify me any time an invoice or estimate email is responded to.
2 votesMerged with other ideas, fixed, or declined.
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Access Profile Delete Option
Access Profile Delete Option, when enabled cannot delete anything this has created issues in his acct, looking to have a better permission granularity.
3 votesMerged with other ideas, fixed, or declined.
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Automation to check for Null options in conditions
In my automations I want to check when a field goes from NULL to an available option. For example, I want to check when a shingle color is selected, a drip edge color selected to trigger the next status of "Order Material". I need to be able to set as a condition "shingle color NOT EQUAL TO NULL" and "drip edge color NOT EQUAL TO NULL". Right now there isn't a way to set up this condition in my automation.
1 voteMerged with other ideas, fixed, or declined.
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Special Characters Products and Services
Would like to be able to use Special Characters when building Products and Services
1 voteMerged with other ideas, fixed, or declined.
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Auto change status
We would like to see our statuses automatically change when all tasks are complete. It would save a lot of time and confusion for our sales team.
1 vote -
Participant roles for automation
A custom job field similar to sales rep that can be added such as 'Estimator' or 'Production Manager' with an option list for active users in the system.
1 vote
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