Contacts & Jobs
53 results found
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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.
1 vote -
Custom Fields Mapped to Contacts
We are trying to find a good way of tracking our referrals. In Job Setup, we have the field “Lead Source” with a drop down list. One of the options on the list is “Referral: Please Specify” and then we have to add the name to a custom field below called “Referral Name”.
I would like to make that custom field “Referral Name” so that we can select one of our contacts, like we do with the “Related Contacts” field. Right now we can only enter text.
1 vote -
Sub Lead Source
Looking to edit the lead source abilities. We would like to have a company name as a lead source and then have all of the team members listed under that company as a sub lead source.
1 vote -
search fields
Need to be able to search on any text string (including phone numbers) that appear in the contact card. Also if you used reg expressions to do searches that would be a good secondary hack.
1 vote -
Keyboard Shortcuts
Being able to utilize "keyboard shortcuts" to be able to access menus and/or perform actions and commands.
1 vote -
Add gate code in the address field
It would be nice if the gate code was populated in the address field rather then in the details tab on the app so that it would be easily seen when looking at the address.
1 vote -
1 vote
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Automations using custom fields
Add ability to create automations to send to emails input as a custom field (such as insurance adjuster emails or secondary emails)
1 vote -
Dynamic Contact Fields
It would be so helpful if the contact fields could be separate when it comes to the type of contact, we don’t use the same fields in retail that we do in insurance and I want to be able to make certain fields in the insurance type required. But I can’t because it would make them required in the other types and that won’t work.
1 vote -
Contact information showing display name instead of true contact
When creating an estimate, previously the "First and Last name" was used. Now the Display name is used. Can this be changed back to show the clients true information instead of a nick name?
1 vote -
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 -
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
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