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28 results found

  1. Hide Jobs/Contacts User Isn't Assigned To

    I want to keep my sales reps from seeing jobs/contacts that they aren't assigned to. Currently they can still see the job/contact, just not view all the information. This creates some competitiveness between my employees that I would like to avoid.

    1 vote

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  2. Hide some Documents but Not Others

    I would like to be able to hide some documents on a job from some employees, but not others. I also don't want to hide all of the documents, just specific ones.

    1 vote

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  3. Block deletion of tasks and notes

    I would like for the access profiles to be able to keep individuals from deleting notes and tasks that they did not create.

    1 vote

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  4. Restrict ability to edit jobs

    I would like to be able to restrict who can edit a job and have 'view only' as an option.

    1 vote

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  5. Profile - Settings - Default Field Value

    Under the Default Field Values of a Job Nimbus user profile, can we please have 'Job - Lead Source' as a Default?

    Use Case: In the field I have ambassadors taking leads by putting jobs straight into the CRM. with appointment dates.
    Job - Lead Source - would need to default to that entire team as "events" as a source we use for all field booked appointments.

    Would like the same drop down list of "Contact - Lead Source" to be Job - Lead Source as our field team builds a job with appointment, that the Contact Center then sets…

    1 vote

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    0 comments  ·  Access Profiles  ·  Admin →
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  6. Restrict view of cost on work orders

    I want users to be able to view Work Orders, but not view the cost breakdown when pulling up the work order from the Financials tab. Ultimately I only want them to view the PDF copy the customers see.

    1 vote

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  7. Limit access to all documents and photos

    Ability to restrict access to all documents and photos. Currently, when you restrict access it only hides documents uploaded by JobNimbus. I don't want these team members to see any of the documents or photos when I pick no access.

    2 votes

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  8. Limit who can create boards

    Limit the ability to create boards even if it is marked "just me". We do not want team members to create boards for themselves. We want them to stick to a process.

    2 votes

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  9. Admin Access

    Admin access should be controlled separately and not tied to giving someone "all access" to all jobs and contacts.

    2 votes

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  10. More options in access profiles.

    More options in access profiles. I'd like to enable users to view all contacts and jobs, but only be able to edit those assigned to them.

    2 votes

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  11. 1 vote

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  12. 4 votes

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  13. 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.

    3 votes

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    Viewed  ·  0 comments  ·  Access Profiles  ·  Admin →
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  14. 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 Profile

    2 votes

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  15. Access Profile Setting Status Change

    Create a setting to allow a user to view all contacts and jobs to take notes and such but disable them from changing their statuses.

    1 vote

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  16. Edit Contact/Job Option under Access Profiles

    It would be great if we had the option to block the edit option from users under "Access Profiles". I want some specific users to have access to a specific contact/job, but I do not want them to be able to edit the contact/job.

    4 votes

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  17. Hide emails from limited access users

    I'd like the ability to specifically hide emails from certain access profiles.

    9 votes

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  18. Access profile option to make email threads hidden

    A way to adjust access profiles, so they can't see the email threads in a job/contact.

    2 votes

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  19. Database search for existing record.

    With Access Profiles, give the ability to have a setting where limited access profile users can search data base and see minimal information to verify if a lead that they have contacted has been entered already int he system by another rep to avoid duplication of efforts.

    3 votes

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  20. Add Actives as a Record access in Access profile

    Having the option to only let some user view certain or none of the actives. Such as Notes, Changes made to the profile or Email activity.

    1 vote

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