Settings
183 results found
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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 -
an Automation to send out invoice receipts
Have an automation to automatically send out invoice receipts. As far as making sure the paid invoice receipts are being sent out to the clients email listed.
6 votes -
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 -
Videos on Forms
It would be great if we could upload videos on forms. As of right now, we can only upload pictures.
2 votes -
"Staging site" for workflows
Ability to do something like you would in a staging site, as in when building websites, where you could edit workflows and keep the old version live until ready to publish changes.
1 vote -
Internal notes on Products & Services
It would be very helpful to have an internal notes section on products and services.
5 votes -
Have the option to turn off the view for uploaded documents
In Access Profile, I would like an option, to turn off the access to view uploaded documents. I created a JobNimbus account for my subcontractor and don't want to give him access to this type of info.
2 votes -
Job Display Name Format
After working with Jobs, it can become confusing to see Job Display Names populate identically to Contacts. Often times we need to update this manually, as it causes confusion when the related records have the same name. Would like to see if it is possible to have a separate setting for Jobs from Contacts.
1 vote -
Automations based off empty fields
I would like to build automations based on an empty or blank field
1 vote -
Contact Automations - condition around estimate total
The ability to add an estimate total as a condition to a contact triggered automation.
1 vote -
Task Automation
A way to automate tasks, where it can tag everyone instead of having to assign each individual.
1 vote -
Admin needs to be able set notifications globally for all users
Admin should be able to set all user notifications globally.
2 votes -
Document Automation Capability
The ability to make an automation to change the status of a job or contact once a document is sent out. Or any document related automation triggers.
3 votes -
Make Service Item editable only to Admin
Any user can a service item, which syncs with QuickBooks and automatically creates an item in QuickBooks. Make the Services be added by Admin only
3 votes -
Stop Automations from triggering multiple times
Wants the ability to stop an automation from triggering multiple times after it triggers once on each job that it applies to.
2 votes -
Estimate Automations - condition around workflow type
The ability to place a condition on an estimate automation for the workflow type.
4 votes -
Ability to use different contact types in automations
Ability to use different related contacts in templates for automation based on the contact type. I would like the ability to set up automation based on contact type (i.e. sub-contractor, adjuster, homeowner, supplier, etc). I would also like to be able to use contacts based on contact type within the merge fields for documents, emails, etc. Currently, the only one that can be automated is the primary contact.
2 votes -
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 vote -
Turn of Location Based Products feature
Have the option to turn off "Location Based Products" feature.
1 vote -
3 votes
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