Calendar & Tasks
166 results found
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16 votes
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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.
16 votes -
Work Orders on the Calendar Should Fade After Completion Like Tasks Do
When a Task is completed, it becomes slightly faded out on the calendar to more easily differentiate between completed tasks and incomplete tasks. This would be a great feature to add to Work Orders. They would look normal until they were marked as "Complete" at which point they would fade slightly but keep their place on the calendar.
16 votes -
Multiple start and end dates for jobs
Currently you can only add one start date and one end date for a job. But some jobs span multiple dates, but not the days in between. It would be great to be able to add multiple start and end dates for a single job.
15 votes -
Admin google calendar sync
Allow admin access users to sync all JN tasks to each other's Google Calendar without syncing individually and then allowing access to each other's calendar through google
14 votes -
Block Time 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.
14 votes -
Task Templates
It would be nice to have different task templates that we can use for tasks that are created frequently, but wouldn't necessarily be tied to an automation.
13 votes -
Show name of who is assigned to what task on calendar
Currently the coloring option is not good enough when you have quite a few sub contractors and users. IT woud be beneficial if the name of tha task on the calendar also included the assigned to name at a glance without having to open the task to see who its for or trying to track down in the menus who is assigned to which color in the account.
13 votes -
Change the appearance of work orders on the jobnimbus calendar
Currently when work orders are added the the Jobnimbus calendar they only show as WO #XXX It would be more beneficial if the item had its own task icon on the calendar and viewed as the name of the contact/job that the work order is for.
13 votes -
Option to Hide All Completed Items on Calendar (Work Orders, etc)
Once work order is complete it will be removed from the calendar but stay on the contact.
13 votes -
A shared calendar accessible by all members
We like to have all of our installs on the calendar accessible by everyone in our company. The only way to do this now JN is to set an all day event and link each person to it individually.
The problem with this method is that for people who are viewing multiple calendars at once (our admin staff), it duplicates the event for everyone invited so admin staff are seeing 10 copies of the same event. This both clutters and bogs down the calendar.12 votes -
Custom Filter Profiles for Calendar
I would like to have filter profiles on the Calendar so I can quickly switch back and forth between which options are selected to view. My manager needs to select say all the crews to see if the crews are scheduled out and when we can scheduled jobs.
but then he may also need to select 10 sales reps, and to swap between these is tedious and leaves room for error. going down the list alphabetically by name can lead to forgetting people.
11 votes -
Limit Scheduling Job to Working Hours
JN allows jobs to be booked afterhours!!!!!
Please remove the ability to book afterhours from the dropdown box on the job side.
11 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.
11 votes -
Customize the Calendar View
The ability to customize the cards on the calendar so they can see the full name of the task/job/contact at a brief glance.
11 votes -
Ability to break up scheduling for jobs or work orders to exclude weekends
Need to be able to schedule a job for more than one week and exclude the weekend from the job and work orders.
11 votes -
Work orders need to be Appointments on the calendar!!!!! That is the only way to sync with Goggle calendar.
Work orders need to be Appointments on the calendar!!!!! That is the only way to sync with Google calendar.
11 votes -
Provide the option to colour code tasks
I run the business myself and when looking at my overall week it would be invaluable to be able to differentiate between tasks via colour. At the moment you only provide the function to colour code team members but like I said I am self employed and carry out all duties myself. Having a clear image of how my time is being spent would ensure I know I have made time for essential tasks... a small icon just isn't enough.
11 votes -
We need to search by phone number.
We sometimes get calls without a caller ID. Or voice mails that are garbled. Why can't we search our records for a phone number?
10 votes -
Have options for how the Calendar is organized
Have an option where we can organize the calendar by Crew. Where we can organize row by row by crew and not organize it by the size of the job. Wayyyy more confusing. The color organization when managing multiple crews with multiple jobs looks very chaotic and very hard to follow. The only thing I can change is which crew is what color? Would expect a little more options in this area to fit peoples preferred organizational layouts.
10 votes
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