JobNimbus Feedback

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  1. Workflow statuses are case sensitive

    Workflow statuses are currently case sensitive and either shouldn't be or noted that somewhere that they are case sensitive

    1 vote
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    0 comments  ·  Workflows  ·  Flag idea as inappropriate…  ·  Admin →
  2. contingent protected job statuses - a "conditional-mandatory workflow"

    I've used other CRM's that allow admins to set protected job statuses which won't let the workflow advance until certain requirements are met. In JobNimbus, an example might be that there's a collateral job that just finished the majority of work. In order for the status to be updated to "Work Complete," a "work-complete" note type has to be added under the job and perhaps an invoice has to be added under the attachments. Or, there might be a "Work Complete" field under the job that needs to have a date entered. Then, the job will update to "Work Complete."…

    1 vote
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    0 comments  ·  Workflows  ·  Flag idea as inappropriate…  ·  Admin →
  3. Color Coding for Workflow Types

    Color coding is quite a blessing to the eyes. I find myself applying it to my everyday to visually see what's in front of me and my mind being able to sort of the different categories. It would be awesome to see Job Nimbus allow this for tasks, jobs, calendar... to apply what my tasks/jobs/events best falls under.

    Set colors by workflow type for jobs, tasks, contacts, etc. Have those colors be assigned automatically based on the type that is chosen for the record.

    18 votes
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    Viewed  ·  7 comments  ·  Workflows  ·  Flag idea as inappropriate…  ·  Admin →
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