It would be nice if they could have custom fields only visible if you select a specific workflow type. Like Insurance information only will show on a contact/job to be filled in if you use the Insurance Workflow

I would like to be able to duplicate work orders like we can duplicate estimates. This will allow me to take a work order that our sales rep creates and duplicate it and edit it without loosing the original.

Inside a job, I would like to see the primary contact's name, phone #, email address, etc. This would make things easier because you wouldn't have to leave the job screen to get that info. Plus, I am a Natural Forms user, and I cannot import those fields into my forms because they do not exist at the job level.

Create a way to merge two Jobs together.

User would like to be able to see the length of time a contact has remained in each status historically. So if the project is completed, the user wants to know how long that particular contact was in the status of lead, pending payment, etc.

See attached

There needs to be a field for list view that allows you to see the last note, at minimum, but ideally all notes.
When I click on a lead on page 8 I should be able to go back directly to the same place and NOT be routed to the first page. Same goes with boards. The lack of flow really slows down productivity and efficiency. Even free CRMs have this very basic function.

The Job and Contact pages can be too long, especially with custom fields. It would be great to have conditional fields that only show based on previous selections.

Example: If there is an Insurance Company listed, show insurance fields. If there is no Insurance Company listed hide insurance fields.

I save Contacts then later make jobs from the contacts. If I save a contract under "Contact" documents I can only email/access the document from the Contacts tab. If I save a document to a "Job" saved under the same Contact I can only email/access a document that was saved under the Job tab. Can you access the same document from either tab or just where you saved it?

Ability to set a contact as certain type as currently able to do. But then have the ability to specify that contact type into reports and documents. For example you could then specify that in a report you want the structural engineer associated in a job to be included in the report or document.

Have Contact name, email, phone auto populate Job Owner Name, email and phone. It's a pain to have to duplicate this info manually.

Have an option for time on custom fields

When I email out of Job Nimbus The Time from Start to Sent is delayed alot. Sometimes more than 30 minutes or more!!Also Open Delay.

User would like to be able to create a fillable form to send to customers and have the information gathered in that form auto create a new contact

Currently when you have a custom field with about 20 characters the name of the custom field will adjust to be below the field itself since there isn't enough room next to it.

This can be confusing as the standard would be to have the name above.

Right now if I put in a new contact with the same name of an existing contact it won’t let me create it unless I change the way the name appears. There is not only 1 John Smith in the world. We should be able to add multiple contacts with same name without giving them some unique identifier.

to have the automation for status changes with out having to move the job on the board. Example; once the work orders are complete it sends it in the next stage of the work flow, AR. Since the jobs don't have invoicing until the work is complete them it would make since for the job move to AR. Or, automation to move the job to closed once the invoice is paid in full by the client

You can do this with the parent, but not the job workflow.

There should be a way to have contacts within one status both active and archived, and after a designated number of days the contacts would automatically be archived (as opposed to having to create a separate archived status and automation)