JobNimbus Feedback

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Contacts & Jobs

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  1. View contact info in job

    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.

    16 votes
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    Viewed  ·  4 comments  ·  Jobs  ·  Flag idea as inappropriate…  ·  Admin →
  2. When configured to use jobs, limit what entities can be attached to a customer

    We need the option to disallow creating, financials, attachments, etc when JobNimbus is configured to use Jobs.

    When a customer record is selected, it should only show the list of jobs related to the customer and have the ability to create a new job.

    We often have salesmen attach documents and financial info the the customer record instead of the appropriate Job. You can't move them, so it is delete and redo.

    7 votes
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    Viewed  ·  3 comments  ·  Jobs  ·  Flag idea as inappropriate…  ·  Admin →
  3. Conditional Field for Contacts and Jobs

    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.

    4 votes
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    0 comments  ·  Fields  ·  Flag idea as inappropriate…  ·  Admin →
  4. Allow different email and phone on job

    I would like to see an additional email and phone number in the jobs. Some jobs under a contact might have a different person of contact from other jobs. Example of this would be, we are currently dealing with a large property management company that pays the bills, but has 3 managers that are in control of a certain amount of buildings. I would like to be able to leave the primary contact as the property management company with their information and then be able to put the specific managers info in the jobs for direct communication with them. I…

    5 votes
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    Viewed  ·  0 comments  ·  Jobs  ·  Flag idea as inappropriate…  ·  Admin →
  5. Tiered contacts

    We have many contacts who all work for the same company, it would be nice when creating contacts that if we select the company that specific person works for, all the address info will auto populate for the new contact. Business/Company would be the main tier of contacts and individuals within that organization would be a sub tier. You could tie a job to an overall business or to a specific contact or both.

    28 votes
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    Viewed  ·  3 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  6. Contact field for multiple email address

    Some of our contacts have multiple emails. It would be helpful if there was an option to have multiple emails listed for a contact

    10 votes
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    Viewed  ·  0 comments  ·  Fields  ·  Flag idea as inappropriate…  ·  Admin →
  7. Add a spot to put a clickable hyperlink in jobs

    In Contacts, if you put a hyperlink in the "website" field it shows as a clickable hyperlink when viewing the contact. In Jobs, there is no way that I am aware of to add a clickable hyperlink in the job info section. We use this feature when sharing JN Contacts or Jobs with other companies as a quick way to click a link and see everything that they have in their JN file for that customer.

    4 votes
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    Viewed  ·  0 comments  ·  Jobs  ·  Flag idea as inappropriate…  ·  Admin →
  8. Mailing address for Customers

    The street address isn't always the same at the mailing address. We have several customers that have PO Box delivery or own rental properties. In such cases we need to be able to enter the work site address as well as the mailing address.

    11 votes
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    Viewed  ·  3 comments  ·  Fields  ·  Flag idea as inappropriate…  ·  Admin →
  9. Automatically create a job

    When creating a contact, it should have an option to select after all information is entered to select if I want to create a job for this contact and it pulls relevant information to the Job from the Contact. IE. : I create a contact, there would be a button at the end, next to SAVE that says "SAVE CONTACT AND ADD A JOB", then it would pull the address, phone number, custom fields into the job. making it an easier flow of use and less typing and clicking.

    3 votes
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    0 comments  ·  Jobs  ·  Flag idea as inappropriate…  ·  Admin →
  10. Private fields

    Ability to make specific fields on a Contact private.

    1 vote
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  11. Contact into Job

    It would be great if when a Contact is created we could actually change the Contact into a Job?? It would be easier and not over populate the Job Nimbus as much with duplication of Customers.

    3 votes
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    1 comment  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  12. Conversation notes vs Individual Notes

    At present, notes are entered individually; and when someone "replies" to the note, one has to go find it somewhere in the Activity time line. It would be nice if there was a conversation feature whereby a note can be responded to or comments trails made a part of it (like a blog post) so one can reply to that note specifically.

    9 votes
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    Viewed  ·  2 comments  ·  Activity & Notes  ·  Flag idea as inappropriate…  ·  Admin →
  13. Referral Name Textbox for Lead Sources

    I would like the lead source option "Other" to give sales reps a field to enter a name. Currently I have a custom field for "Referral Name," but I have to run two separate reports (built-in and custom) to get a detailed view of my lead sources.

    1 vote
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    0 comments  ·  Fields  ·  Flag idea as inappropriate…  ·  Admin →
  14. Phone contact for salesmen app

    This is a must, when we create a contact/ appointment and put their phone number under mobile or work, it will not show on the salesmans app.
    In which case the salesman cannot contact the customer. any/ all phone numbers should appear in the app for them.

    1 vote
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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  15. More than 10 Jobs in list view

    More than 10 Jobs in list view

    1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  16. When you create a Job, the contacts phone number is not on the Job page. Needs to auto populate!

    When you create a Job, the contacts phone number is not on the Job page. Needs to auto populate!

    1 vote
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    0 comments  ·  Jobs  ·  Flag idea as inappropriate…  ·  Admin →
  17. Have Contact name, email, phone auto populate Job Owner Name, email and phone.

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

    1 vote
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    0 comments  ·  Jobs  ·  Flag idea as inappropriate…  ·  Admin →
  18. view all attachments in a job

    When we create a Job, it consists of One or more Tasks and potentially Sub-tasks. Tasks often have attachments related to the task and various notes.

    When you view a Job, one should be able to see all documents and notes related to the job. Probably a good way to implement this would be to have a checkbox that, when checked, would expand the list of items returned to include items in the job and everything below it.

    3 votes
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    0 comments  ·  Jobs  ·  Flag idea as inappropriate…  ·  Admin →
  19. Give OPTION to "auto-fill" rather than auto-filling the Contact address into Job screen

    Please give the OPTION to "auto-fill" the Contact address into the Job screen. Often our Contacts have a different billing address than the Job they've hired us for. Because of this and the auto-import feature, I often overlook the need to CHANGE the address which screws things up... and is embarrassing when I do. If I can't CHOOSE to auto-fill, I would rather it NOT auto-fill.

    1 vote
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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  20. Make the canned email message for sending Documents editable

    We need you to make the canned email message for sending Documents editable (like you just did for emailing Estimates). Our company needs to convey more in an email message than the canned message. More importantly, we want a personal-looking signature so it looks less like spam.

    We currently don't use your easy "email" option because of this, even though by not doing so, I have to go in and manually change 3 statuses : Job>Proposed, Estimate>Sent, Contract>Sent.

    Keep up the excellent work~

    1 vote
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    0 comments  ·  Jobs  ·  Flag idea as inappropriate…  ·  Admin →
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