Contacts & Jobs
273 results found
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Private Job Fields
We need the ability to have some job fields viewable to certain team members but not all. Can't have the reps seeing all of the job fields.
9 votes -
Add contact name, phone, email to jobs
under individual jobs would like to have a email and phone number and contact space
13 votes -
Ability to add more than one address per contact
Ability to add more than one address per contact (so if they have multiple locations)
26 votes -
Pop-Ups
There should be an ability to add a forced Pop-Up to Jobs/Customers. For example, if we have a customer who cannot be called before 9:00 AM, then I want to be able to have a pop-up appear whenever that contact or job is added that says "Do Not Call Before 9:00AM". Or if the customer has to pay via check or cash, then I would like to be able to create a pop-up for that account to notify anyone who opens it that that is the case.
9 votes -
Highlight primary contact in green. Green = Money = the person who pays the bills
Latest update stopped highlighting the primary contact in Green. Please return to highlight primary contact in green. Green=Money. That is how you trained us and how we have trained our personnel. It is a very quick visual for us to be sure we have the correct primary contact assigned.
2 votes -
Ability to change activity default view
Add ability to change activity default view and have it be sticky so that it stays when you leave the page.
7 votes -
Pin important notes and details to the top of contact activity
Have the ability to mark a note or activity to pin so that the relevant information stays at the top of all the notes to help with customer experience and transfer of project between departments.
8 votes -
Add gate code in the address field
It would be nice if the gate code was populated in the address field rather then in the details tab on the app so that it would be easily seen when looking at the address.
1 vote -
Activity Feed Default to 100
I would like the activity feed on each contact/job to default to 100.
1 vote -
Export Gmail Emails to CSV
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1 vote -
job email
Can we get each job set up with it's own email address? I do a lot of commercial work and I have different project managers for each job. On every new job I email a document, I have to change the person's name and email address on the contact's fields.
3 votes -
Sync Contacts Different types of Contacts to Contacts (Customers) on QuickBooks
We can not sync more types of Contacts to Quickbooks
- Allow to map more types of Contacto to Quickbooks sync
2 votes -
Remove Start / End Date from Job
We don't like the Start/Due Date and End Date fields on the Job creation page. Can we remove these or have the option to disable them so they don't appear?
1 vote -
related contacts
Bug: Job Details page with "Related Contacts" on the right has the phone number cut off regardless of what size the window is using Safari browser.
1 vote -
Work Order Screen/Tab
Show who the assigned sub-contractor is as one of the columns in the work order tab so that we don't have to click and go into the work order to see who is assigned to it.
1 vote -
Related Contacts view on Job page
I like the new layout on jobs showing the related contacts on the right. Can we have the Primary contact still highlighted in green. Also, include the status to show if it's active/inactive. It would be cool to also have the icon of the Sales Rep or assignee on it in a little circle icon; similar to how it's laid out on the board cards
1 vote -
Option to customize the display bubbles of contacts on the job.
Specifically the option to change the colors of the bubble to more colors than just green or greyed-out.
Also the option to add critical notes or the standing of the customer. Some customers we just never want to work with ever again, and it'd be nice to have a way to clearly label that without having it in the display name (which can show up in other places such as estimates/emails/etc).1 vote -
Activity Filter options
I'd like to have an option to choose my default filter for the Activity view.
4 votes -
Being able to send an estimate for a signature and type a personal message with it.
Right now I email the estimate with a personal message and when they want to sign they have to let me know and I have to resend for signature.
1 vote -
Board card cusomizations
Add primary contact email to job board cards
4 votes
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