Contacts & Jobs
35 results found
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Default "Shadow Text" in Fields
Allow admin to create a default light colored "shadow text" that populates in fields to suggest the information or format that should be input.
Example: a Job is asked to be entered as CUSTOMERLASTNAME-REPINITIALMMYY DOE-MA0222
5 votes -
Custom fields open more fields when filled
It would save a lot of space to be able to have custom fields where, if selected, they would open up other custom fields. But if not selected they would be hidden.
5 votes -
Required Field When Moving a Job to Lost
When changing the status of a job to Lost, I would like a way to require it to give a reason why from a predetermined drop-down list.
4 votes -
Add Phone & Email as Contact/Job Field Types
The phone field should have the same () _-______ x_____ layout that JN's built in phone field has to create standardization of incoming data, and both should be hyperlinked.
4 votes -
Dropdown Boxes / Toggles / Checklist options for material Orders & Work Orders
Have material order and workorders have more customization (like the forms that we saw at JNSS21), I would love my work orders to have the ability to have a Yes/No checkbox and drop down box options, would save on multiple templates being created.
4 votes -
Move custom fields
Add ability to drag and drop custom fields to be able to reorder them
3 votes -
Custom Job Fields show in Calendar
We have a custom job field for installation date. It would be great if this field could show up on our calendars.
3 votes -
Ability to edit/expand the comment box for contact custom fields
Ability to edit/expand the comment box for contact custom fields
3 votes -
Make assigned to a drop down
I would like the assigned to field to be a drop down just like the sales rep field so you don't have to type a name.
3 votes -
Add additional phone numbers to Job
We do quite a bit of work for property management companies. We have the contact information for the property manager in the contact, but when we enter individual jobs we enter the tenant contact information, there is no ability to "click to call" the tenant's phone number, so we end up having to manually enter the phone numbers.
3 votes -
Add hyperlinks to Custom Job fields
Add hyperlinks to custom Job fields to link outside website or sharing directly into the customer information.
3 votes -
Conditionally Required Custom Fields
I would like to have custom fields that are only required to be populated before moving the record into specific statuses or stages.
3 votes -
Customize the field name for "Sales Rep"
The ability to customize and change the field name "Sales Rep" to "Solar Consultant"
3 votes -
Export Gmail Emails to CSV
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2 votes -
It would make more sense if the gate code field populated in the Job if it was already inserted in the Contact.
It would make more sense if the gate code field populated in the Job if it was already inserted in the Contact.
2 votes
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