Contacts & Jobs
53 results found
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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 -
Hyperlink use with custom fields
Customer would like a way to insert hyperlinks in custom fields.
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 -
A different interface for different contact types.
It would be nice if each type of contact had their own contact fields.
for example: Insurance Claim customer VS. Cash deal or
Commercial Roofing VS. Residential
Vendor VS. Subcontract
In our job nimbus the contact fields were set up for insurance claims-Roofing. But not all contacts need all of these fields4 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 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.
3 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 -
Multiple Phone Numbers for Users
Have the option to place more than one phone number for each user.
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 -
Ability to Create new Subcontractor when Selecting Subs
Have the ability to create/add new subs on the fly!
3 votes -
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2 votes -
Move custom fields
Add ability to drag and drop custom fields to be able to reorder them
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 -
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.
2 votes -
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 -
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 -
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 -
Sort leads from customers
I would like a better way to sort leads from customers. I think having a field for the stage on the contact page so that only the statuses that are in that stage show up on the list of statuses.
1 vote
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