JobNimbus Feedback

Have suggestions for how we can improve? Share them in the categories, or vote for the ideas you like best. We want to hear your feedback!

Please only include one suggestion per post. While we can't respond to every suggestion, we are committed to reviewing every suggestion individually.

How can we improve the financials?

← Financials

'Sales Rep Phone Number' Template Field

11 votes
Sign in
(thinking…)
Sign in with: Facebook Google
Forgot password?
Create a password
Signed in as (Sign out)
Close
Close

We’ll send you updates on this idea

Anonymous shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →
Viewed  · 

1 comment

Attach a File
Sign in
(thinking…)
Sign in with: Facebook Google
Forgot password?
Create a password
Signed in as (Sign out)
Close
Close
Submitting...
An error occurred while saving the comment
  • SkylineRoofs commented  ·   ·  Flag as inappropriate

    We'd like the ability to Auto Populate Sales Rep Contact Info (Phone Number) into some of the templates (Email Templates). We'd like those follow up calls to be going back to the sales rep not an office. I saw this had been addressed in a previous request but I didn't see any follow up. Please advise

Financials: Templates

Feedback and Knowledge Base

(thinking…)