JobNimbus Feedback

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Documents, Photos, Forms & Attachments

  1. Verify you want to send a non-financial document before sending

    When clicking to edit a document under a contact, the 'edit' button and the 'Email document' button are right next to each other. We had an issue where our mouse skipped and it accidentally sent an inaccurate document to our contact.

    There needs to be a 'are you sure you want to send this document' popup to allow us to accept or deny the sending of that document.

    1 vote

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    Viewed  ·  0 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →

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  2. Attach files in document to emails

    Allow documents stored here to be attached to emails to contacts. Currently they must be downloaded and then uploaded to be attached to an individual file.

    23 votes

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    Viewed  ·  2 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →

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  3. Add company documents to customer documents

    When creating a document for a customer, such as a contract, we like to add a product brochure or maybe a detail drawing. To do this now, we have to save it on our computer and upload it to the customer as an attachment every time. I created a document type called product brochures. If I could even just make certain types available to include in a document that would be helpful.

    20 votes

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    Viewed  ·  1 comment  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →

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  4. The Ability To View a PDF as a PDF

    The window is terrible because you can't copy any text from the PDF. If we could change that it would be great.

    14 votes

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    Viewed  ·  2 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →

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  5. Save Checkbox State on Templates

    I have checkboxes in some documents and they are not working when you check them, then create the document over the PDF. The boxes go back to being 'unchecked' after you save because the selection isn't being stored in the database.

    14 votes

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    3 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →

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  6. Search In Company Documents

    you should have a search option in the document section

    11 votes

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    Viewed  ·  1 comment  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →

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  7. Ability to Rearrange Photos Within Documents

    All of us at the office really hate how you are unable to move photos around when creating a document and also when selecting photos for document they are in no kind of order at all and it is hard to decipher which pictures are new or old.

    15 votes

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    Viewed  ·  1 comment  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →

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  8. Name Documents, Estimates, etc.

    When creating documents from templates (and estimates,) each document is given a doc number. There is no way to name the document and it displays as "Document #" which hampers easy recognition of file(s.)

    12 votes

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    3 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →

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