Calendar & Tasks
166 results found
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Better Task View/Task Dashboard
It would be great to have a Task Dashboard where we can view all of our tasks..but that has them separated by job. So you can see them all at one time...but per job. Not just a big list of tasks
1 vote -
Placeholder Tasks on Calendar
Want the option of making tasks busy tasks or not busy tasks. Essentially one that will show on the calendar but wont take up time or leave the rep as busy during that time
1 vote -
Custom date
Be able to add custom date field to jobs and have the option for the date to appear on the calendar or not
1 vote -
Ability to Save Calendar Filter Settings
It is frustrating having to constantly click dozens of boxes every time we want to change from Sales to Production Scheduling in the calendar. There should be the option to "Save View" and name it Production View or Sales View or Admin View.
1 vote -
Job tasks, in the "default name" add the "insert template field" to allow the task to default the name of the customer, help on the calendar
Job tasks, in the settings "default name" add the "insert template field" option to allow the task to default the name of the customer. This will help when viewed on a Google calendar
1 vote -
Allow the monthly calendar view to not show weekends
Currently in the profile settings you can enable a check box to not show weekends. This only applies to the calendar when you are viewing it as weekly. If you switch to monthly it still shows weekends. Is there a way to allow that functionality with week view for calendar also to carry over to the monthly view?
1 vote -
when uploading document that triggers an automatic task creation have that document auto attach to that created task
when uploading a document with a caterogy that triggers an automatic task creation, have that document auto attach to that created task.
1 vote -
Multiple users to one task configuration
When you assign multiple users to a task and one user completes it, it will complete it for every user assigned. In some cases, this isn't ideal, and it would be nice to configure the task to require every user assigned to complete the task before it disappears.
1 vote -
Ability to add additional sections to the left pane of the calendar
Currently set as
Team Members
Subcontractors
Calendars
Quick NavigationWe would like a section just for Sales Advisors. This would make it easier for Lead Intake to manage the Sales appointments. Or, possibly a calendar devoted only to Sales?
1 vote -
Add a signature function to sending email (not templates)
It appears the whole font/style feature of nimbus is stuck in windows 1998. Limited editing options, and just looks 25 years out dated. Please update, and add a signature function to all emails, not just templates.
1 vote -
Incorporate Booking/Scheduling app in Calendar like Barbershops do
There is no way to sync Sales Reps availability for when scheduling appointments. How does everyone else do this task?
The solution is something called a booking app. Think of your Barber shop, they have 4 stylists, and each stylist has time slots. If we are running 3 appointments/day, 10am, 2pm, 6pm, we need a way to book these slots based upon Sales rep availability. I could Buy a subscription to Booksy, or similar app, but we pay Nimbus as our CRM, why not incorporate this feature?
This function would allow events staff to quickly identify available time slots and…0 votes -
Incorporate Booking/Scheduling app in Calendar like Barbershops do
There is no way to sync Sales Reps availability for when scheduling appointments. How does everyone else do this task?
The solution is something called a booking app. Think of your Barber shop, they have 4 stylists, and each stylist has time slots. If we are running 3 appointments/day, 10am, 2pm, 6pm, we need a way to book these slots based upon Sales rep availability. I could Buy a subscription to Booksy, or similar app, but we pay Nimbus as our CRM, why not incorporate this feature?
This function would allow events staff to quickly identify available time slots and…1 vote -
Copying Estimate Sections to estimate tabs.
It would be ideal to have the option to Copy estimate section details & line items to a new tab instead of having to recreate a bunch of line items on each tab (good, better, best tabs).
3 votes -
Document Folders
It would be ideal to have the ability to create document folders like most other CRMs already do. Such as an Estimates Folder, an Invoices folder, Orders folder, Permit folder, etc. It's very time consuming to have to scroll through pages of documents to find what you're looking for.
1 vote -
MONTH AND YEAR
The month needs to be printed on the Calendar when printing.
3 votes -
Work Orders NEED to Sync with Calendars
This is an ongoing request for 4 years now, why hasn't JN not fixed this?? Major flaw of JN. Work Orders have the option to schedule a date to start the work, so it's like setting an appointment. Why is this not synced to calendars?
Doesn't make sense.4 votes -
Photo gallery option needed
The option to see photos in a gallery format would be extremely beneficial for the in-house managers.
1 vote -
Ical has no security
The Ical is public which means if someone has the link it can be viewed without logging in. It would be optimal to have the security option to make it private to secure the account.
1 vote -
Task Feedback
It is a bit frustrating for us that we now have to delete a recurring calendar events (or an event that is further down the road months away) and hope people remember those events and not schedule anything during that time since otherwise everyone's task lists get clogged with future meetings and calendar events. Is there a way that you know that we can sync only some events with JN? We currently need them sync'd back and forth between the other platforms.
3 votes -
Reply to Notes/Tasks Without Creating New Notes/Tasks
When a coworker tags me in a note or assigns me a task, there is no way to reply to them and have them notified, without creating a NEW note or task. It would be much better if we could just respond to the ones that are there, so that it is easier to track what has been handled/completed and what hasn't. That way, we don't have to look through 100 "Activity" feeds to try and figure it out.
7 votes
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