JobNimbus Feedback

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  1. Search needs to include a “are you possibly meaning this”

    Search need to include a similar meaning section if what you're searching isn't popping up.

    1 vote
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    Viewed  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  2. Search needs to include job tasks

    When searching for an address, if it is a (sub account) job task it does not show up. This is a problem.

    1 vote
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    Viewed  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  3. Unique Icons in the search and types

    It would be nice if the icons for each document type were different and had the document type on the icon. Right now Work Order and Material Order share an icon with no text. Budget and Document also have no text on the icon.

    1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  4. Ability to search "Notes"

    I would like to be able to review the notes I have posted. Certain insurance companies are approving our pricing one week, and then another Desk Adjuster will arbitrarily decide that our pricing is unacceptable the next. It would be nice to be able to search with the Activity & Notes fields, or at least access my full Activity History so that I can find the notes myself.

    2 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  5. Advanced Search

    • Ability to filter global search by type, hit Enter to create a view for a search term
    • Custom Fields (e.g. Claim Number), Tags, and other fields available in Search
    • City

    39 votes
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    Viewed  ·  22 comments  ·  Flag idea as inappropriate…  ·  Admin →
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