JobNimbus Feedback

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  1. 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.

    2 votes

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    0 comments  ·  Access Profiles  ·  Flag idea as inappropriate…  ·  Admin →
  2. Include Email As A Record Access Toggle

    I have frequently rotating users, and I don't need them to have access to emails in contacts they are assigned to. Customers share sensitive data in emails that I don't want our rotating crews to have access to through JobNimbus. I'm concerned it could be a liability issue.

    3 votes

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    1 comment  ·  Access Profiles  ·  Flag idea as inappropriate…  ·  Admin →
  3. Ability to show related tasks of a contact/job that a Limited Access User is not assigned to but they are assigned to the contact/job

    Add the ability to allow limited access users see tasks that are related to a contact or job they are assigned to or are the Sales Rep for.

    This would help so that a Sales Rep (or other assigned users) can see what all is happening on a contact/job they are working on but not need full access and don't need to be assigned to the task as the task isn't for them.

    1 vote

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    0 comments  ·  Access Profiles  ·  Flag idea as inappropriate…  ·  Admin →
  4. More Flexibility in Access Profile Setup

    There are portions of the settings that I would like to allow for additional users to access; however, they don't need to have access to ALL of the settings (ie Work Flows, Access Profiles, etc). Is there a way that we can have more selective/granular settings options for some of our access profiles?

    2 votes

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    0 comments  ·  Access Profiles  ·  Flag idea as inappropriate…  ·  Admin →
  5. User Groups or Departments for tasking

    I would like to be able to group User Profiles into departments to assign tasks, appointments, or work orders to. For example, a task for "Production" to start scheduling a job when it is sold, tasking those individuals assigned to the department. It would make things smoother and quicker than having to tag everyone involved in a specific area.

    2 votes

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    0 comments  ·  Access Profiles  ·  Flag idea as inappropriate…  ·  Admin →
  6. Permissions to edit notes

    I would like the ability to control which of my team members have access to editing notes

    9 votes

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    Viewed  ·  1 comment  ·  Access Profiles  ·  Flag idea as inappropriate…  ·  Admin →
  7. More Selective Deletion Access

    Currently, the ability to delete most things, from jobs to photos to notes, is granted under the "Delete Records" permission in Access Profiles. This is a broad set of permissions to give under a single option. We'd like the ability to selectively give individual deletion permissions in Access Profiles.

    1 vote

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    0 comments  ·  Access Profiles  ·  Flag idea as inappropriate…  ·  Admin →
  8. Grant access to editing comments when user is Limited Access

    Provide the ability to grant access to Limited Access team members to edit notes of other team members

    1 vote

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    Viewed  ·  1 comment  ·  Access Profiles  ·  Flag idea as inappropriate…  ·  Admin →
  9. the ability to delete records as an Admin

    Sales people rarely check to see if a customer is already entered into the system. This has made our transfer to Job Nimbus a confusing one. With pics on one record, docs on another, and customer contact info on yet another. This normally happens when they are mobile and cannot see the box that suggests other entries.

    1 vote

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    Viewed  ·  0 comments  ·  Access Profiles  ·  Flag idea as inappropriate…  ·  Admin →
  10. 1 vote

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    Viewed  ·  0 comments  ·  Access Profiles  ·  Flag idea as inappropriate…  ·  Admin →
  11. Audit Log for Settings

    Need the ability to see an audit trail of all changes made in Settings.

    2 votes

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    0 comments  ·  Access Profiles  ·  Flag idea as inappropriate…  ·  Admin →
  12. New location settings that allow specific access profiles to see customers

    The new location settings are great. I can now do more with a single jobnimbus than multiple accounts. The issue is that I can not restrict access to clients by specific location. I don't need the office staff in one location to have access to the other locations data but there is no way to restrict that so accounts have to be separated. We currently run 8 different accounts and it becomes increasingly difficult to do this as our business continues to grow.

    1 vote

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    Viewed  ·  0 comments  ·  Access Profiles  ·  Flag idea as inappropriate…  ·  Admin →
  13. How do I keep employees from seeing the prices on work orders? For example, I do not want the salesman to see our labor cost as they are pai

    How do I keep employees from seeing the prices on work orders? For example, I do not want the salesman to see our labor cost as they are paid on gross ticket not on margin.

    2 votes

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    0 comments  ·  Access Profiles  ·  Flag idea as inappropriate…  ·  Admin →
  14. Ability to customize what contact information is visible to the salesman

    It would be extremely helpful if I could customize and select what contact information i want visible to the salesmen. We currently have a large problem with our salesmen calling the customers prior to the estimate. I would like to be able to make the customer / lead phone number invisible to the salesman. I feel this would be an extremely useful feature as opposed to an all or nothing approach to the contact information visibility.

    1 vote

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    0 comments  ·  Access Profiles  ·  Flag idea as inappropriate…  ·  Admin →
  15. Super Admin (login as other user on account)

    We configure several JobNimbus accounts for Contractors. It would be nice to have a Super Admin feature to enable as DropBox does the ability to login as the Team Member to setup specific Reports and settings for that user thereby speeding up Adoption.

    6 votes

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    0 comments  ·  Access Profiles  ·  Flag idea as inappropriate…  ·  Admin →
  16. Access profiles have unique lists of task types, activity note types, etc.

    A user that is a 'Sales Rep' for instance would only be able to see or choose from a list of 10 task types, even though the entire system has 50 task types.

    Or 5 different activity note types that only apply to them, versus seeing every activity note type that exists in their drop down.

    1 vote

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    0 comments  ·  Access Profiles  ·  Flag idea as inappropriate…  ·  Admin →
  17. 1 vote

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    0 comments  ·  Access Profiles  ·  Flag idea as inappropriate…  ·  Admin →
  18. ability to create a limited access profile by "lead source"

    Can you please create a "limited access" profile option wherein we can limit the user's access to jobs & contacts based on the lead source?

    1 vote

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    0 comments  ·  Access Profiles  ·  Flag idea as inappropriate…  ·  Admin →
  19. Mobile app and desktop to have different access

    I have three managers that need access to all active contacts. I wish there was a way to keep their desktop access to see everything but limit their mobile app to just their teams contacts. The problem is the mobile app is pretty much useless at this point. Takes 10 plus minutes to load and usually shuts down. This is on multiple new devices... If I could change their access on the mobile app it would probably function. Need a solution quick on this though....

    2 votes

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    0 comments  ·  Access Profiles  ·  Flag idea as inappropriate…  ·  Admin →
  20. Permissions for Adding/Editing Products & Services

    Over time our number of estimate items grows, because various people add new items to estimates. I would like to control who has access to creating new items for estimates.

    34 votes

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    Viewed  ·  6 comments  ·  Access Profiles  ·  Flag idea as inappropriate…  ·  Admin →
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