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Contacts & Jobs

51 results found

  1. 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

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  2. 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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  3. In boards, sort cards in columns with subheadings using tags

    In Boards- Have the ability to organize cards inside the columns with subheadings.
    Create more ways to sort the cards inside columns. Would like to add a filter for tags in these columns.

    12 votes

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  4. 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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  5. 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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  6. Location on cards

    Would like to be able to include Location on cards on boards

    1 vote

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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

    3 votes

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  8. 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

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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

    2 votes

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  10. 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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  11. Old Boards

    I want the option to go back to the Old Boards again. I'm not happy with the New Boards

    8 votes

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  12. Custom Field Filters on Boards.

    The ability to filter boards based on custom fields.

    6 votes

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  13. 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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  14. 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

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  15. 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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  16. 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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  17. 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

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  18. 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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  19. 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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  20. 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

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