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Contacts & Jobs

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  1. The ability to show job/contact description on the board

    A way to view the description of a job/contact on the board view.

    1 vote
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    0 comments  ·  Boards  ·  Flag idea as inappropriate…  ·  Admin →
  2. Flagging contacts by font Color in Boards

    User wants a way to flag contacts by font color in the Boards view based on specified criteria, such as a contract signed. Therefore, a contact can stay in a specific status, such as lead or inspection, but show that they already have that contract signed.

    1 vote
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    0 comments  ·  Boards  ·  Flag idea as inappropriate…  ·  Admin →
  3. Board filter for number of contacts that flowed through a status within a specified date range

    Board filter for number of contacts that flowed through a status within a specified date range

    1 vote
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    0 comments  ·  Boards  ·  Flag idea as inappropriate…  ·  Admin →
  4. Duplicate/Clone a Board

    I would like to be able to duplicate/clone an existing Board rather than having to manually create it again.

    1 vote
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    0 comments  ·  Boards  ·  Flag idea as inappropriate…  ·  Admin →
  5. Filter Boards by Salesman

    User would like the ability for team members with access to all contacts to have the ability to quickly filter existing boards to only show contacts associated with a selected salesman.

    3 votes
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    Viewed  ·  0 comments  ·  Boards  ·  Flag idea as inappropriate…  ·  Admin →
  6. Move Boards to new lines even if previous line isn't full

    Be able to move the boards to a new line, even if previous row isn't full, to separate sets of boards.

    1 vote
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    0 comments  ·  Boards  ·  Flag idea as inappropriate…  ·  Admin →
  7. Custom Color Tags for Board CView

    User would like location based color tags for contacts on a board. User would like to be able to easily open up a board and see something that easily speaks to the location of customers on a specific stage in their workflow.

    1 vote
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    0 comments  ·  Boards  ·  Flag idea as inappropriate…  ·  Admin →
  8. Display Jobs and Work Order Boards separately

    Since "Jobs" and "Work Order" Boards are in the same module, they can get all jumbled up on the board field. It would be nice if in the Job Module it had a page separator that had all Job Boards up top and all Work Order Boards on the bottom. Right now I color code the Boards to know which are Job Boards and which are Work Order Boards but aesthetically it would be nice to have them separated, this would also be nice in the Contact module for those who do not use the Job Module.

    2 votes
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    0 comments  ·  Boards  ·  Flag idea as inappropriate…  ·  Admin →
  9. Ability to view Start date and End date on the Board view

    Ability to see both start date and end date in board view and/or the option to choose which date is displayed on the board.

    1 vote
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    Viewed  ·  0 comments  ·  Boards  ·  Flag idea as inappropriate…  ·  Admin →
  10. Contact board as default 'home screen'

    It would be really helpful if we were able to designate a board as a home screen for each person. We have different boards for different employees for their own workflow.
    Right now, you click into your board, and if you click on a customer it takes you to their profile. Then if you want to go back to your designated 'board', you have to click on contacts and then your board again which seems unnecessary since the program is slow moving as it is. It would be really helpful if there was a button on the side that was…

    2 votes
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    0 comments  ·  Boards  ·  Flag idea as inappropriate…  ·  Admin →
  11. 1 vote
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    Viewed  ·  0 comments  ·  Boards  ·  Flag idea as inappropriate…  ·  Admin →
  12. Quick Actions for Board Cards

    When updating cards on the job boards, it would be immensely helpful to have a few quick actions available if you right-click on the card. Some ideas would be:
    1. Edit Start/end date.
    2. Move to - [choose status] - for some of our longer boards it would alleviate the scrolling to the appropriate list.
    3. Mark Subcontractor/Crew as Complete - allow us to mark a sub as complete to help with progress tracking. This feature could put a line through the subcontractor circle, bonus points if we can add the date it was completed!
    4. Make a note: It…

    28 votes
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    3 comments  ·  Boards  ·  Flag idea as inappropriate…  ·  Admin →
  13. Pop up from boards to view/edit cards, rather than navigate

    Everytime you edit something, you have to go back to the navigation board and re open everything that your working on.. it would be so easy if it could just collapse away and you would be back into your work flow or board.

    6 votes
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    0 comments  ·  Boards  ·  Flag idea as inappropriate…  ·  Admin →
  14. 1 vote
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    0 comments  ·  Boards  ·  Flag idea as inappropriate…  ·  Admin →
  15. Board Tabs for quicker navigation between boards

    Place all the board tabs at top of the board you are currently working in. That way when you want to swich to a different board you don't have to go back to contact tab to click out of current board and tehn click into different board. This would be a real time saver.

    1 vote
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    0 comments  ·  Boards  ·  Flag idea as inappropriate…  ·  Admin →
  16. Unread Email indicator on Board Cards

    When someone emails you to jobnimbus directly the person file should be highlighted until open

    6 votes
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    Viewed  ·  0 comments  ·  Boards  ·  Flag idea as inappropriate…  ·  Admin →
  17. Ability to manually edit days in status

    Need to be able to manually edit/override the days a job/customer is in a particular status. This could be set at manager or admin level. Especially important when importing info from different system, or when adjusting workflow, or correcting errors when moving jobs around.

    7 votes
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    Viewed  ·  0 comments  ·  Boards  ·  Flag idea as inappropriate…  ·  Admin →
  18. Customize Cards on Boards

    Would like to be able to customize the information displayed on the cards in boards.

    • Job Number
    • Start Date
    • Company Name
    • Custom Fields
    • Address Line 1
    • City
    • Etc.

    83 votes
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    33 comments  ·  Boards  ·  Flag idea as inappropriate…  ·  Admin →
  19. Right Click Cards to Open In New Tab/Window

    Please make a contact inside a board "right click - able"

    15 votes
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    0 comments  ·  Boards  ·  Flag idea as inappropriate…  ·  Admin →
  20. Custom Sort Order On Boards (Drag Up & Down)

    option to drag/drop jobs on board within the same column
    I do scheduling for a roofing company in FL. Needless to say, the jobs are always moving around. Instead of having to change the start date, status, info under the job, it would be cool to be able to move it up/down or be able to drag it where i wanted to within the same column so i don't have to go in and edit. This would save me so many steps and be able to keep up with the ever changing schedule. I am only able to drag/drop from…

    3 votes
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    0 comments  ·  Boards  ·  Flag idea as inappropriate…  ·  Admin →
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