Contacts & Jobs
41 results found
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Different card customizations for each list
The card customization is helpful and it'd be great to customize what information shows on a board card based on the list/status that job is in.
2 votes -
Organize Data By Address
We need a way to organize our data by address. A proposed way to do this while keeping the current system of organization, is to offer a 2nd way to view our data and even integrate it with 3rd parties (such as hail tracking programs): At the top where you have Home, Jobs, Calendar... there can be another header called Addresses. There, you can sort by any address field - Address line 1 or 2, City, Zip Code. You can drop down on each address to see the different jobs created at that address with the primary contact for the…
2 votes -
Bring back the Contact Boards
We need visibility into the entire workflow—both contacts and jobs—to properly follow up. While we can currently see contacts in a list and pull reports, it would be more effective to have a single workflow view. Ideally, this would show the full process from the moment a lead comes in (even before a job is created, if we’re not sure it will move forward) through to the completion of the job. A unified workflow view would allow us to track each stage more efficiently and ensure that no lead or job is overlooked.
1 vote -
Add Color to Board Cards
It would be helpful to organize jobs/contacts on boards by color
2 votes -
When filtering add a toggle for OR filtering not just AND
Currently, if you filter for sales reps and assignees on a board, it will filter for jobs that show you as both the assignee and the sales rep, for instance. It would be nice to allow the filter to toggle to filter for sales rep OR assignee.
1 vote -
Request for a link when in a contact to click back to the Status
Request for a link when in a contact to click back to the Status. For example, we’ll be working on contacts inside of a certain status, and we need to click back to that status, but the only option is “Go to board” which resets our progress and we have to click a couple more times.
2 votes -
Icon of Sales Rep on Boards
I want the icon displayed on the boards to show the sales rep initials rather than the "assigned to" initials.
8 votes -
Customize Board Column Width
I would like to be able to make board columns wider, if needed.
4 votes -
Workflow location
Separate workflows by location
2 votes -
Add Fields to Customize Board Cards
Add primary contact email to job board cards
8 votes -
Work Order Board
Ability to add custom info on the card from the Parent Contact (like Job #) or the Subcontractor assigned to the Work Order. The amount of info that can be put on the card is so limited compared to a board for contacts.
2 votes -
Date created
I would like to be able to include the date a contact was created on the card in boards not just the date the status was changed. I want to know how long that lead has been in my system not just the date it was reset to a new status.
2 votes -
Total Amount paid on boards
I would like to include the invoice amount paid in the column header on boards
5 votes -
Unapproved estimate totals show on boards.
The ability to pull the unapproved estimate totals into the board's columns.
6 votes -
Customize assignee initials on contact cards
Ability to pick whose initials show up as the main assignee on contact cards on boards
8 votes -
undo
Add an "undo" button for the job boards. Sometimes when viewing the boards you can accidentally move a job to a different status which may trigger automations, and then when you move it back it may re-trigger old automations. Big uh-oh - but not with an undo button.
2 votes -
Change the colors of cards in board view.
We'd like to have some more functionality for customizing the colors of the cards or fonts in board view.
31 votes -
Automations Summary tooltip
It would be nice to have a preview or tooltip showing what automations will trigger when a contact or job is moved into a new status.
5 votes -
Ability to display related contacts on boards
Ability to display related contacts on boards
6 votes -
Gantt Chart for Job/Project Timelines and Statuses
In order to effectively (and visually) map project timelines and statuses, the incorporation of gantt charts would be helpful.
10 votes
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