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Contacts & Jobs

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45 results found

  1. 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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  2. Pin Cards on Board

    Would like to pin or highlight important jobs/contact cards at the top of their respective column when in Board view

    1 vote

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  3. Easily Clickable "Go to Boards"

    Make the "Go to Boards" button more easily clickable. The clickable space is very small and it is very easy to accidentally click the dashboard instead, which is very frustrating.

    1 vote

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  4. Business Card View for Contacts

    I’ve spent the last hour or so entering business card contacts into the system and it would be awesome if JN had a “Scan Card” feature to scan the front and back of a business card and a customizable board that allowed us to display the actual card image in a rolodex type fashion

    1 vote

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  5. Board Card Assignments - Sales rep, Production Person, etc.

    It would be nice to have the ability to select which nimbus user account is displayed on the boards within a category. Under say our estimated category I'd like to have it show me the salesperson who is assinged to that contact, but under the scheudled jobs category I'd like to see which crew is assigned to that job.

    8 votes

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  6. Drag cards to re order them

    It would be helpful to be able to click and drag the job/contact cards in the board to quickly re arrange the order vs having to go into setting and using the sorting filter.

    2 votes

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  7. add the filter for "Outstanding Estimates Total" on boards

    Have the option to add the filter for "Outstanding Estimates Total" on boards

    1 vote

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  8. Sub-Boards

    Customer would find it useful to be able to create a sub-board within a board that reps can click through their login.

    2 votes

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  9. Board view

    In the boards, when you click into a contact/job it takes you directly into that file. Logo would like: If you click on the contact, their file just pops out to the side, but keeping you within that board. So logo can quickly move on to another contact/job. They don't want to have to click the "Back to board" button and then have to scroll over to find the column they were working in

    1 vote

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  10. Subcontractor Field on Cards in the Board View

    With the newly-added ability to add more information to the cards in the board view, we would like to be able to add the "subcontractor" field as well to see the info at first glance

    5 votes

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  11. Allow contacts to be added to lists based on a contact field.

    You could create a board with a list that populated based on a contact field instead of the “status”, This would let you create a “SUB WORKFLOW” for different departments that all need to keep track of different stages of the contact.

    For roofing, you could track the normal production progress on one board and have another that could track the stages of the supplement process. You could even have another for the collections process.

    1 vote

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  12. move between contacts on the board without going back to the board

    Have the ability to scroll through contacts on the board without having to go back to the board. Something similar to the "next" button or "previous" button on Craigslist or Google photos. So if I am on the leads board and in a contact I can go to the next contact on that board without having to go back out to the board.

    5 votes

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  13. Board Names

    It would be nice to see board names on the top header of the page so we can easily access each board in one click.

    1 vote

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  14. Show Available Boards in Navigation (1 click to boards)

    Since you have moved the navigation menu to the top of the screen it would be nice to show the boards across the top of the screen. So if you have four boards the name of each would be listed so we don't have to click multiple times to get into a board.

    1 vote

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  15. Customize Contact Boards

    It would be great if you could customize the colors and order of each contact board specifically to each user, rather than have it change for the entire team.

    3 votes

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  16. Save screen position when using "Back to Board" link

    It would be more beneficial if Jobnimbus kept track of the position you were in, on the previous screen. When using the "Back to Board" link on the to left. Instead it just works to reload the entire board.

    14 votes

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  17. Lock Board Layout

    The ability to "lock" the layout of the boards so that team members who need access to them cannot move them around

    3 votes

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  18. organize board main page by sections

    I would like to organize the front page or the main page of the boards by a sections similar to the sections in the estimates, invoices, and work orders.

    1 vote

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  19. Contact Work Flows All On One Screen

    It would be nice to have each individual Contact Workflow show on ONE screen. Then you could scroll up and down and see each Workflow without having to go back and forth. And have a refresh button that would refresh all Workflows

    2 votes

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

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

    6 votes

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