JobNimbus Feedback

Have suggestions for how we can improve? Share them in the categories, or vote for the ideas you like best. We want to hear your feedback!

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Contacts & Jobs

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  1. Status change stamps

    I would like the job to be "stamped" with a date when the status was changed so that it would be easy to see how long the job was in each status. Also be able to pull a report and see the breakdown or average on how long a job is in each status.

    2 votes

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  2. full calendar in app

    Im trying to figure out why the feature of seeing all team members calendars was not implemented in the new app?? My sales people need to be able to click and see our site assessors calendar without pulling up the desktop site (because guess what the desktop site is definitely not app product friendly, it is so glitchy!) please add that option as wells as the boards option to the new app otherwise its useless to our company.

    1 vote

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  3. Bulk edit notes

    Ability to bulk edit notes, currently we can only bulk delete notes

    2 votes

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  4. Notify salesperson when they are removed from contact or job

    When a person is removed or changed from a contact or job they should be notified of the change so things don't slip through the cracks.

    1 vote

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  5. Track Notes changes in the Activity Area

    It would be very helpful to be able to track changes made to old notes by user.

    2 votes

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  6. Attach Photos to Notes.

    The ability to attach photos to "Create Note" from the photo files.

    2 votes

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  7. 2 votes

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  8. Set user preference for drop down menu options on Activity page

    Have user set preference for drop down menu on activity page instead of having it default to User Activity every time.

    1 vote

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  9. Clickable hyperlink in Notes

    When copying and pasting a hyperlink as a Note, it almost never works when you have more text before or after the link. The system detects the beginning and end of the hyperlink incorrectly and forces you to manually copy and paste it in order to open it.

    3 votes

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  10. Conversation notes vs Individual Notes

    At present, notes are entered individually; and when someone "replies" to the note, one has to go find it somewhere in the Activity time line. It would be nice if there was a conversation feature whereby a note can be responded to or comments trails made a part of it (like a blog post) so one can reply to that note specifically.

    15 votes

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    Viewed  ·  3 comments  ·  Activity & Notes  ·  Flag idea as inappropriate…  ·  Admin →

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  11. Pin important Notes to top of activity

    It would be nice to be able to flag or pin important notes that would stay at the top of the activity so important items do not get buried

    48 votes

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    8 comments  ·  Activity & Notes  ·  Flag idea as inappropriate…  ·  Admin →

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    Great idea! Thank you for your suggestion.

    The “Description” field on Contacts and Jobs is sometimes used as a “permanent note” that always stays at the top, but your idea will be great to have alongside that to make notes more dynamic and useful.

  12. Activity Default to "All" instead of "User Created"

    We would prefer if the activity for a job populated to "All" instead of "User Created" (or make a setting to change in back end) because we have to change it every time to get "all" the information for a job; thus, defaulting to show you/us everything relevant, instead of only the user created items.

    20 votes

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    3 comments  ·  Activity & Notes  ·  Flag idea as inappropriate…  ·  Admin →

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    We already have this planned and coming soon! Basically what will happen is it’ll remember what you last had it set to, so if you set it to All then it will always be on All until you change it to something else.

    Stay tuned!

  13. Formatting for Notes Text

    Bold, Italic, Underline, color, etc.

    It would be nice to be able to bold or change the color of text in notes to make them stand out

    22 votes

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  14. Activity should include Automation events, notifications

    We have automated notifications that are emailed to our clients. The System created activities should include copies of those emails send out or at least a note that it was done

    16 votes

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