JobNimbus Feedback

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Contacts & Jobs

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  1. Old Boards

    I want the option to go back to the Old Boards again. I'm not happy with the New Boards

    6 votes

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    0 comments  ·  Boards  ·  Flag idea as inappropriate…  ·  Admin →
  2. Add contact phone and email to job information

    Add contact phone and email to job information so that we do not have to leave the job and go to the contact to find the phone and email.

    3 votes

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    1 comment  ·  Jobs  ·  Flag idea as inappropriate…  ·  Admin →
  3. In boards, sort cards in columns with subheadings using tags

    In Boards- Have the ability to organize cards inside the columns with subheadings.
    Create more ways to sort the cards inside columns. Would like to add a filter for tags in these columns.

    2 votes

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    Gathering Feedback  ·  0 comments  ·  Boards  ·  Flag idea as inappropriate…  ·  Admin →
  4. Ability to Add Duplicate Names

    Can we override the duplicate names error? Maybe a check box or something that allows us to override the message.

    1 vote

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    1 comment  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  5. Make customer addresses have a clickable link to a map

    It would be awesome if you could click on the customers address and be able to see their location through either google maps, bing or any Navigation Software.

    11 votes

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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  6. Change aesthetics of the new boards

    Change the aesthetics of the new boards so that (1) more columns can be seen on the screen at a time (reducing or preventing the need to scroll to the right), and (2) so that more contact/job cards appear in each column (reducing or preventing the need to scroll down), and (3) increase the number of visible characters for the column names displayed at the top of each column (so that we can see the full name and not just an abbreviated portion of the column name).

    5 votes

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    0 comments  ·  Boards  ·  Flag idea as inappropriate…  ·  Admin →
  7. Option to prevent task assignees from being automatically assigned to the parent contact record

    Option to prevent task assignees from being automatically assigned to the parent contact record.

    3 votes

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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  8. Be able to use blank space to the right of contacts

    Currently when viewing a contact, the right side of the contact is an entire unused blank space. It would be helpful to have this space customizable and used for additional contact status information that would be helpful for us to have at a glance.

    2 votes

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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  9. Sales Rep instead of Assignee on the Board Cards

    View the sales rep on board cards as opposed to the assignee.

    2 votes

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    1 comment  ·  Boards  ·  Flag idea as inappropriate…  ·  Admin →
  10. Custom Equations for Custom Fields

    We use custom fields to track RCV, ACV, Deposits, Debits, and more. We would liek to create another field that can create an equations. For example, RCV - ACV - Deposits = Outstanding Balance.

    1 vote

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    0 comments  ·  Fields  ·  Flag idea as inappropriate…  ·  Admin →
  11. Have address auto-fill from Google Maps as it's being entered.

    We're migrating from Acculynx. Acculynx uses Google Maps and will auto-fill an address when we're entering a new lead's address. This is a benefit because 1) It makes our entries consistent, and 2) ensures we're going to the correct house.
    Please add this feature.

    22 votes

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    3 comments  ·  Maps  ·  Flag idea as inappropriate…  ·  Admin →
  12. Body of card customization increase

    We need to have a couple more lines for the body of the cards. We cannot fit all the data we need to see on the 3 lines provided.

    1 vote

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    Viewed  ·  0 comments  ·  Boards  ·  Flag idea as inappropriate…  ·  Admin →
  13. allow customizing of contact information page.

    Be able to customize the contact information page, so each business can have the information that is pertinent to there business and in the most logical order.

    1 vote

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    Gathering Feedback  ·  0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  14. Move Boards Around, Create more flexibility

    On the board view, have the ability to move boards around and sort them out in sections.
    For example, when you are on the Contacts page in board view, say you have 10 boards but all the boards are lined up next to each other like sentences in a paragraph creating 2 lines of boards.

    Would like the ability to be able to move these boards around so he can have 4 or 5 lines (or sections)
    The best work around for this is to adjust the size of your browser.

    Check out this screen recording to get a better…

    1 vote

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    Viewed  ·  0 comments  ·  Boards  ·  Flag idea as inappropriate…  ·  Admin →
  15. Search box delimits Board view to only the characters entered

    When you start typing, only letter combinations appear for the names of the contacts below. Perhaps you could extend the search to notes in cards as well. I.E. if you typed in John, anything with "John" would show up in the contacts/cards below such as John, Johnathan, Johnny, Johnie...

    1 vote

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    0 comments  ·  Boards  ·  Flag idea as inappropriate…  ·  Admin →
  16. Notify salesperson when they are removed from contact or job

    When a person is removed or changed from a contact or job they should be notified of the change so things don't slip through the cracks.

    1 vote

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    Viewed  ·  0 comments  ·  Activity & Notes  ·  Flag idea as inappropriate…  ·  Admin →
  17. Have a mapping option to map ALL jobs on the desktop

    Have a mapping option to map ALL jobs on the desktop (not mobile). It would be helpful to see areas that have NOT been covered as well as being able to see where more jobs have been performed.

    3 votes

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    1 comment  ·  Maps  ·  Flag idea as inappropriate…  ·  Admin →
  18. Custom fields open more fields when filled

    It would save a lot of space to be able to have custom fields where, if selected, they would open up other custom fields. But if not selected they would be hidden.

    1 vote

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    0 comments  ·  Fields  ·  Flag idea as inappropriate…  ·  Admin →
  19. Disable the ENTER key from being the same as SAVE. I'd like to be able to use EITHER the Tab key OR Enter key when moving through the form

    I'd like to be able to use EITHER the Tab key OR Enter key when moving through the form. Currently, when I hit Enter it CLOSES THE EDIT AND GOES BACK TO CONTACT PAGE.

    1 vote

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    Viewed  ·  0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  20. Bulk add jobs to all contacts

    Ability to Bulk add jobs to every contact or select contacts

    1 vote

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    Gathering Feedback  ·  1 comment  ·  Jobs  ·  Flag idea as inappropriate…  ·  Admin →
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