JobNimbus Feedback

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Dashboard & Reports

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  1. Formatting

    I would love to see some formatting options offered: bold, indenting, colors, etc. so that I could make my dashboard notes more visual.

    1 vote
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    0 comments  ·  Dashboard  ·  Flag idea as inappropriate…  ·  Admin →
  2. Ability to expand the Recent Activity section or move to the main Dashboard view

    I need the Recent Activity section to be either expandable so it's more visible/easier to read or be able to add it under the main Dashboard so I can see it like a live feed or what's going on. It would also be great if filters could be applied to it.

    1 vote
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    0 comments  ·  Dashboard  ·  Flag idea as inappropriate…  ·  Admin →
  3. Notifactions

    We need notification area where someone has emailed you get a notification on phone and job nimbus desktop. I can touch base more with a phone call.

    3 votes
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    0 comments  ·  Dashboard  ·  Flag idea as inappropriate…  ·  Admin →
  4. PLEASE Get Rid Of The "Back To Board" Button/Link, Or Change Its Function

    The "Back To Board" button/link is poorly placed and pointless. Please either completely remove it OR change it to allow the user to step back to the previous page they were on, which is more intuitive.

    (whoever added this button/function please slap yourself)

    1 vote
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    0 comments  ·  Dashboard  ·  Flag idea as inappropriate…  ·  Admin →
  5. More customization on Dashboard View

    User would like more options to customize the dashboard. Currently, he can choose what features of the dashboard are visible, however, he cannot control how they are displayed. User would like a simple feature, such as being able to sort his tasks on the dashboard with the newest tasks on top. User is aware that he could use a custom report but does not want to lose the ability to check off tasks from the dashboard.

    4 votes
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    Viewed  ·  0 comments  ·  Dashboard  ·  Flag idea as inappropriate…  ·  Admin →
  6. Folders on Dashboard

    I would like to be able to have folders so you can add similar items together and view on dashboard.

    1 vote
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    0 comments  ·  Dashboard  ·  Flag idea as inappropriate…  ·  Admin →
  7. Show notes on the contact dashboard so when i'ts exported notes also appear.

    Show notes on the contact dashboard so when i'ts exported notes also appear.

    1 vote
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    0 comments  ·  Dashboard  ·  Flag idea as inappropriate…  ·  Admin →
  8. Multiple Dashboards

    I would like to see a tabs that allow me to toggle between multiple customizable dashboards. Perhaps that is where you are going and that's why the Dashboard icon at the top looks like a tab. It would be wonderful if I could have a general dashboard, a production dashboard, an accounts receivable dashboard, and whatever else I could think of.

    3 votes
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    Viewed  ·  1 comment  ·  Dashboard  ·  Flag idea as inappropriate…  ·  Admin →
  9. Report filter drop down is too long

    The dropdown menu for adding a filter is too long to fit on the display even if it has a scroll bar. It needs a bit of logic to ensure it is appropriate length to show entire menu no mater what size the window is.

    2 votes
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    Viewed  ·  0 comments  ·  Dashboard  ·  Flag idea as inappropriate…  ·  Admin →
  10. Auto refresh the Classic dashboard when clicking on "Dashboard" from the sidebar or clicking the company logo

    Currently when you are on another page (not the main dashboard) and make a change to any record (i.e. contacts/jobs, tasks, Work Order, etc...) , it will not reflect the changes when you click on "Dashboard" from the sidebar or the logo in the top left corner. You have to refresh the browser or the specific report on the dashboard to show the changes.

    1 vote
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    Viewed  ·  0 comments  ·  Dashboard  ·  Flag idea as inappropriate…  ·  Admin →
  11. Report and Board view for specific Profiles and Users

    The current option are either to have the reports and boards available to the user that has created this, or to all users.
    It would be very helpful to have the option of availability to specific profiles and users

    1 vote
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    Viewed  ·  0 comments  ·  Dashboard  ·  Flag idea as inappropriate…  ·  Admin →
  12. On Boards, I wish JobNimbus had the ability to filter by "Product/Service".

    On Boards, I wish JobNimbus had the ability to filter by "Product/Service".

    1 vote
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    Viewed  ·  0 comments  ·  Dashboard  ·  Flag idea as inappropriate…  ·  Admin →
  13. Work Order on Dashboard

    It would be nice to display my work orders on the Dashboard because I don't always create an estimate. Sometimes i give a client a verbal estimate and get an approval and sometimes they say just do it...

    2 votes
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    1 comment  ·  Dashboard  ·  Flag idea as inappropriate…  ·  Admin →
  14. Ability to set a start page per user such as a specific Board

    Ability to specify a starting page within JobNimbus. Some want it to be a particular Board.

    1 vote
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    Viewed  ·  0 comments  ·  Dashboard  ·  Flag idea as inappropriate…  ·  Admin →
  15. My Tasks on the Dashboard

    Currently as you complete tasks under the My Task feature on the dashboard you can only select one at a time. Idea is to make an option where you can mass select tasks that are completed and mark as completed at once kinda like when you go through your emails. Be able to select numerous tasks and mark either completed or even select a high importance tab.

    1 vote
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    Viewed  ·  0 comments  ·  Dashboard  ·  Flag idea as inappropriate…  ·  Admin →
  16. Shared Dashboards

    I organize our system development and automation for our growing company. Nimbus has a great system of using reports on dashboards to show a daily workflow. I would like the ability to modify other user's dashboards to reflect the information they interact with. Perhaps this could even be saved as a template and applied to a user.

    1 vote
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    0 comments  ·  Dashboard  ·  Flag idea as inappropriate…  ·  Admin →
  17. Status display on Action Required

    Maintain and Display previous status of the job when changed to action required. Currently, if we change a job to action required, we are forced to read the entire activity history to know what's going on.
    if very frustrating we are forced to write everything down on the description of the job, and opening and working in that little window is impossible, also I've requested to please allow us to Bold and put red writing on description to easily locate data.
    please allow us to work decently, is causing us a lot of problems time wise, and we are constantly…

    1 vote
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    0 comments  ·  Dashboard  ·  Flag idea as inappropriate…  ·  Admin →
  18. Readily Show "Value" of Pipeline and Individual Contacts/Jobs (Boards, Details)

    I used other CRM's and the one thing that I liked about about one in particular is that they showed you on the home page, exactly what dollar amount your pipeline was at. We shouldn't have to generate a report to see that. The whole reason we use a CRM is to stay organized and track the sales process... what a better way than to visually see what you have sitting in there.

    5 votes
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    Viewed  ·  1 comment  ·  Dashboard  ·  Flag idea as inappropriate…  ·  Admin →
  19. 18 votes
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    1 comment  ·  Dashboard  ·  Flag idea as inappropriate…  ·  Admin →
  20. Collapsible Dashboard Items

    When I go to DASHBOARD, it defaults to MY TASKS, no problem with that, MY TASKS shows a list of minimum 10 tasks, but, it's still very long on my page. Please make the categories collapsible. Refer to my screenshot --> https://www.screencast.com/t/MMdsO6NdVJVv

    4 votes
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    Viewed  ·  1 comment  ·  Dashboard  ·  Flag idea as inappropriate…  ·  Admin →
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