Searching JobNimbus
10 results found
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board
When using boards if i drag a contact to a new status it will initially move them to that status but then the boards will glitch and it will be in the same status. However the status has actually changed but I need to refresh my page for it to accurately reflect the status.
1 voteThis has been an infrequent ask, so with current priorities, it will not be added at this time. It will be considered again if additional requests are made.
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Search bar
The search bar won't find anyone I search for even if it's an existing contact.
1 voteThis has been an infrequent ask, so with current priorities, it will not be added at this time, but will be considered if additional requests are made.
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Report and search capability with tracking a Material Order that included a specific part or equipment (SKU) needed
Please provide a report and search capability with tracking a Material Order that included a specific part or equipment (SKU) needed. Who ordered this part and when?
1 voteMerged with other ideas, fixed, or declined.
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documents in search bar should be able to take you to the associated record.
When searching a job or contact in the search bar and a document pulls up. It would be helpful to be able to click the document and have it take you to the contact/job record that is associated.
3 votesThis has been an infrequent ask, so with current priorities, it will not be added at this time.
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Search Function
Better Search engine function, populate information every time without refreshing page or exting JobNimbus.
1 voteMerged with other ideas, fixed, or declined.
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When searching there were 3 dots that are no longer there.
If I'm searching a dollar amount or invoice # but want access to the job I now have to click into the invoice from the search and then click on the job. There use to be 3 dots that came up with search and you could choose the job or something else for the search to take you to. I think I successfully uploaded a screenshot displaying a search. The 3 dots are gone and I have no way of getting to the job without first going to the invoice. It is a huge pain in the butt. We used…
1 voteMerged with other ideas, fixed, or declined.
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Searching is now made DIFFICULT
This is an example Previously if one of our guys forgot to put a PO on a receipt I could just look up the amount of the receipt and there would be 3 dots at the top of that pop up within the search bar for that attachment. I would be able to click these 3 dots and choose "take me to the job" (or something along those lines)
This was extremely helpful to me. I would get a receipt DAYS before the invoice. Once I received the invoice I was able to look up the receipt this way so…
1 voteMerged with other ideas, fixed, or declined.
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More info when searching
Logo would like to be able to hover over the contact name to get a little more information to make sure their selecting the right contact or make the search bar a little bit longer.
1 voteMerged with other ideas, fixed, or declined.
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Increase search bar size
Can the curser bar be enlarged by being thicker? It is way to small and I keep missing it
1 voteMerged with other ideas, fixed, or declined.
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Search Using Special Characters
I use special characters like "&" in my products and services, but when I do, I can't search and add them to my estimates and other financial documents. Expanding the search to recognize all special characters would really help me.
10 votesClosing out due to age of request, that it was fixed, or that it won't be implemented. Cleaning up our votes to make sure we are focusing on the greatest impact.
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