Settings
16 results found
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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 voteThis has been an infrequent ask, so with current priorities, it will not be added at this time. It will be considered again if additional requests are made.
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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 voteThis has been an infrequent ask, so with current priorities, it will not be added at this time. It will be considered again if additional requests are made.
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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 voteThis has been an infrequent ask, so with current priorities, it will not be added at this time, but will be considered if additional requests are made.
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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 voteThis has been an infrequent ask, so with current priorities, it will not be added at this time, but will be considered if additional requests are made.
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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 voteThis has been an infrequent ask, so with current priorities, it will not be added at this time, but will be considered if additional requests are made.
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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 voteThis has been an infrequent ask, so with current priorities, it will not be added at this time, but will be considered if additional requests are made.
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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 votesMerged with other ideas, fixed, or declined.
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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 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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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 voteMerged with other ideas, fixed, or declined.
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Admin needs to be able set notifications globally for all users
Admin should be able to set all user notifications globally.
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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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 voteMerged with other ideas, fixed, or declined.
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Deleting just photos - Access profiles option
Ability to give team members the ability to delete just photos no other records or documents
3 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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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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Tasks - check mark control
Hello,
We have been facing problems with team members accidentally check marking tasks that don't belong to them. It would be extremely beneficial if admin accts could set up access profiles based on below options:
check mark all tasks
check mark tasks only assigned to user
check mark tasks only assigned to user OR created by user
not able to check mark any tasks
Another alternative would be to create a pop up that notifies user that the task he/she is trying to check mark is not assigned to him/her.
6 votesNot enough community interest.
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Support Needed
Jim,
JobNimbus API exists. Ask for an API token using your JobNimbus login
email address!=====================================================
Requesting an API Token
Existing customers will need to request an API token from JobNimbus by
emailing support@jobnimbus.com.
. . .
For security reasons, when requesting an API token, be sure to send
the request from your JobNimbus login email address.Thanks,
Joe1 voteForwarded request to support@JobNimbus.com, but you should be able to use the API tab in your JobNimbus Settings to generate a key for the service that you need.
Thanks!
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Ability to Assign Multiple Access Profiles to a Signle User
We need to be able to assign multiple access profiles to the users since the access profiles are what control permissions to the workflows. I have ppl in my organization that wear multiple hats and it would be necessary that they have Full access to houses on certain boards but limited access to others.
1 voteActually, Access Profiles doesn’t control permissions to workflows.
All you should need to do is assign the jobs/contacts to multiple team members as necessary, and perhaps utilize the Groups feature to assign group managers so they have permissions to view jobs beyond what are assigned to them directly.
Give that a try and let us know if you have any other questions!
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