Calendar & Tasks
129 results found
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automatically set a quote task when contact is scheduled for quote and moved to estimate status
automatically set a quote task for date specific for sales rep when a start date is set for a contact
4 votes -
Appointment optimization by Geo-Reference
I would love to see a system within a CRM that takes set aapointment in a geograohical area and offers an optimized route for our specialists to travel in order to see potential clients via a map function like google maps. The system might be able to look at a certain day, recognize a cluster of clients by zip code, and offer the best route between them to fit a time table. This would cut down on time for our back office who have to manually confirm appointments and design a custom route day-in and day-out.
13 votes -
Year calendar view
We want the ability to do a year view on our calendar.
4 votes -
Seach bar on my task list
It would be great to be able to search my task list when someone calls me.
4 votes -
Calendar Access
Limit access for a team member to look at other team members calendars. Currently any team member can view others no matter what kind of access they have.
5 votes -
Notification of task completion/deletion
The option to receive a notification when a task you have created for someone else has a status change. Particularly if it is deleted or completed.
7 votes -
Send clients calendar invites
A way to send a calendar invite to a client through JN.
4 votes -
Color code calendar for specific tasks
Currently we only have the option to color code for team members. Would like the ability to color code specific tasks on the Calendar.
12 votes -
Overlapping Appointments
Would like to be able to prevent other users from creating "overlapping" tasks when scheduling appointments for our inspector. Ultimately we would like to be able to generate a link that we can send out to all our sales reps that will show our inspectors schedule so they can ONLY schedule available time slots.
3 votes -
Convert an existing task to a sub task/assign a parent task
Instead of having to delete an existing task and recreate it as a sub task, it would be very helpful to be able to select a parent task in the edit window.
3 votes -
Increase Calendar Task Size Displayed on Calendar
I am wanting to increase the size of the boxes shown in the calendar for each task. So I can see all the necessary info for the task.
2 votes -
Filter "Tasks" in "Task type" dropdown
We have a lot of tasks in our task type dropdown, many of which are not applicable to certain roles at my company. It would be nice if there was a way to filter tasks so that someone couldn't accidentally create a task that they shouldn't, and at the same time, make it easier to find the task that they are looking for.
6 votes -
Shared Tasks
I would like to create a shared task to multiple people without one of the people completing the task for everyone.
4 votes -
Deleting Tasks within Google Calendsr
Make deleting bulk tasks simpler. Right now, you have to create a task report and filter out the ones you want to delete by using the title filter. However, spelling, punctuation, and letter size have to be exact. There has to be a simpler way.
It would be great to be able to delete the task off my google calendar and have that sync up and have it delete it off my JN calendar.
3 votes -
Calendar View
When logos utilize the start and end date option that's listed under "creating a contact./job". In doing so it creates a long line throughout their calendar daily and they aren't able to see the days on the calendar. They would like to be able to see the days and have it be more easier to read. Right now it's jumbled and looks confusing to view when you have multiple contacts/jobs listed.
3 votes -
calendar task
when I'm in calendar view, and I click on the "task" that is scheduled, I have to scroll to the top of the screen to find the pop-up window that opens up. It would be great to not have to do that. Just have it to the side when I click on it.
3 votes -
Choose what Tasks sync as to Google Calendar
The ability to be able to integrate the tasks from JobNimbus into the Google Calendar as things other than events. (ie. Appointments!)
8 votes -
task reminder
Push notifications for tasks to remind us when they are due. We should get a notification on our phone like we do with Apple Reminders. Set tasks, reminder date/time, then be able to check complete, or remind again in 1 hour, 1 day, etc.
Thank you!6 votes -
Time blocking in Calendar
It would be helpful to make the calendar block times for vacations, or for more than a few hours and have that time be colored in. Currently if you use a task to try do this, it does not block times.
10 votes -
Automatically relate contact to task within job
It would be helpful to automatically relate the job AND contact to the task within the job.
4 votes
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