JobNimbus Feedback

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Calendar & Tasks

  1. Shortcodes for Tasks, Note and Automation

    It would be great to be able to use the shortcodes that are available for templates on tasks, task descriptions and other areas of JobNimbus.
    When we use automations for varius stages, shortcodes would be extremely helpful.

    Example:
    Task Name: Inspection - {{Jobnumber}} - {{zipcode]]

    1 vote
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    0 comments  ·  Fields  ·  Flag idea as inappropriate…  ·  Admin →
  2. contact id number

    I would like the ability to hide Contact ID Numbers, having a Job Number and Contact ID number can get very confusing.

    1 vote
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    0 comments  ·  Fields  ·  Flag idea as inappropriate…  ·  Admin →
  3. Customize Company Scripts to Contact Information Guide :)

    I think this is FIELDS and TASK!!!It would be so nice to be able to add a NEW CONTACT the way we answer the phone :) Certain Company questions asked to HO, so we don't have a ton of notes.. Also to show full information on the APP under description.. Due to all the description notes not showing up, we have to enter in the description under Add Note, then tag the Rep to let them know the description info.. which sends out 3 E-mails for 1 lead.. 1st-saying they have been assigned.. 2nd-they have a task (initial Lead) 3rd-…

    3 votes
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Calendar & Tasks

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