Contacts & Jobs
50 results found
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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).
6 votes -
Minimize Card size on new board
I would like to be able to minimize the size of the cards on the new boards.
5 votes -
add the filter for "Outstanding Estimates Total" on boards
Have the option to add the filter for "Outstanding Estimates Total" on boards
3 votes -
Days in Status should have a year option.
The DAYS IN STATUS, for closed jobs, should use days & years once it hits 365 days
3 votes -
Custom Field Filters on Boards.
The ability to filter boards based on custom fields.
4 votes -
Dashboard View with Photos & Age of Home on Customer Card
View information on the dashboard including a photo and age of the home on the customer card
1 vote -
Location on cards
Would like to be able to include Location on cards on boards
1 vote -
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 -
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 -
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.
11 votes -
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 -
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 -
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 -
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 -
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 -
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
6 votes -
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 -
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.
6 votes -
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 -
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.
5 votes
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