Calendar & Tasks
172 results found
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Work Order Calendar Sync
We can sync most activities to Google Calendar, but Work Orders to do not push - since the sales rep and sub are assigned, if these could push it would greatly allow both to be more organized.
18 votes -
Calendar Preview When Creating Tasks
Be able to see calendar when setting up tasks to make sure an open time can be selected
18 votesYou can create tasks directly from the calendar, which would allow you to see the calendar to a certain extent while creating that task, but it’s not ideal and we definitely want to do this.
Thanks for the suggestion!
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17 votes
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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?
16 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.
16 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.
15 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.
15 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.14 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 -
Sort Tasks Geographically
Our guys like to do the task in the North part of our region one day and the tasks in the South part a different day. Some stuff is not time sensitive like : we forgot to get a photo of the finished project - Do it next time you are in the area.
13 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 -
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 -
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.
11 votes -
Filter / Searchable Calendar
It would be beneficial to have a searchable calendar. We manage numerous jobs, each often involving multiple trades. Being able to filter the calendar by job name would allow us to view the entire timeline of a job from start to finish, instead of seeing every single item assigned to the subcontractors or crews, or having to look under Tasks as a list.
11 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 -
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!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
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