Contacts & Jobs
53 results found
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Bigger Custom Field boxes to allow for more than one line
I've created my own custom contact text field.
I'd like it to be like the description field, which allows for more than one line.2 votes -
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 -
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 -
Built in field for inspection date and time
We'd like to have a field for inspections, where we can add a date and time that shows up on the inspector's calendar. Feel free to call me to discuss this idea.
2 votes -
Flag contact/job records when they have open tickets in a specific status
We have a workflow and board for customer service jobs and our people need to know that a customer service ticket is open before calling a contact, so we'd like to have a red dot or a flag appear next to their contact and job name so we can always know when they have an open ticket. We need it to appear on their contact and jobs so that we can always know they have a ticket open from anywhere in JobNimbus.
1 vote -
Custom Equations for Custom Fields
We use custom fields to track RCV, ACV, Deposits, Debits, and more. We would liek to create another field that can create an equations. For example, RCV - ACV - Deposits = Outstanding Balance.
9 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 -
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 -
Auto Populate Invoice Totals in Job Description
The ability to auto populate the Approve Invoiced(Total) and Approved Invoice Balance Due in the Job description section. We would like it to automatically update and be accurate.
1 vote -
assigned to
In the search bar when typing in a job number or job information, include the assigned inspector name in the results.
1 vote -
Hyperlink use with custom fields
Customer would like a way to insert hyperlinks in custom fields.
5 votes -
Custom Field (Time Based)
The ability to add a time based custom field like the way you can add a date custom field.
3 votes -
Increase or remove limit for custom field.
Customer would like to have unlimited custom fields. A lot of the information they collect is based on custom fields. And he would also like to have a print option on custom reports since most of the information that he reports off of are from the custom fields and needs to print the report. He can download CSV or Excel but it takes time to clean the file.
2 votes -
Multiple Phone Numbers for Users
Have the option to place more than one phone number for each user.
3 votes -
DIFFERENT CONTACT TYPES, DIFFERENT CUSTOM CONTACT FIELDS
Our company's custom contact types are:
Customer (default), Builder, Remodeler, Subcontractor, Vendor, Vendor Inside Rep, Admin, etc.We built custom job workflows for the jobs under each contact type.
We need different custom fields for each type. Currently, JN does not offer that.
10 votes -
14 votes
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Do not display unused fields when printing Contact
I only want to print contact Info and all of the fields' headings appear even when I uncheck the job and tasks and attachments.
6 votes -
Automated Custom Fields
Create a way for certain contact/job custom fields to populate data based on information that is filled in other fields
10 votes -
Customize the field name for "Sales Rep"
The ability to customize and change the field name "Sales Rep" to "Solar Consultant"
3 votes -
Have multiple Sales Reps linked to a Contact/Job record
Sometimes there will be split deals where there are multiple Sales Reps for one job. Currently, only one Sales Rep can be linked to a Contact or Job.
13 votes
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