Contacts & Jobs
28 results found
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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
4 votes -
Filter boards by Job dates
Would like to be able to filter boards by Job date
3 votes -
Have boards show email notifications on the cards
When you are looking at boards, it would be nice to have a notification pop up that an email has been received from the contact to better engage on replying back to the client.
3 votes -
Workflow location
Separate workflows by location
2 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 -
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 -
Show Contacts in sidebar in 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 votesThis is in the works now, but will require time to fully build out and migrate users.
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