Contacts & Jobs
24 results found
-
Consolidate Photo Uploads
It would be really helpful if the activity log could consolidate photo uploads. Right now, when multiple photos are uploaded at once, each one generates its own separate “photo uploaded to job” entry. This clutters the activity feed and makes it harder to track other important updates. Ideally, a single log entry could summarize the batch upload (e.g., “10 photos uploaded to job”), keeping the feed more organized and readable.
4 votes -
Allow the user to set the preferred default drop-down option when viewing the activity page.
Every time you view activity, it defaults to User Created. Being able to set what the default option is.
2 votes -
Private Notes Easily Identified in website
In the Activity Tab of a job, in the notes: If a note has been marked as "Private," the note in the web based version does not show any indication of that note being private (the phone based app does show these as private). The website version of JobNimbus needs this clarification as well. We currently have to click on "Edit" just to see that the note is or is not Private.
1 vote -
Separate Activity & Notes
I feel like notes should have it's own designated space like tasks, documents, financials, etc. because often times important notes get lost once there are automations, emails, etc. that occur. Or separating 'Communication' from the notes & activity would also be helpful.
3 votes -
React Option in Activity Tab
I would like to be able to have a reaction or "like" option within the activity tab to mark when a note or email has been viewed or reviewed by an individual.
8 votes -
All Automated Engage Activity Displays under Contact
When utilizing an automation to send an Engage message, the information will only log on the primary contact when the trigger record is a Task, Job, or Contact trigger.
This feature is absent when utilizing an automation that triggers from an Invoice, Estimate, Material Order, or Work Order and can only fully be viewed when reviewing the Engage conversation.I would like the ability to see all my Engage activity on the primary contact record as this is the source of the phone number and the activity is logged here when an Email communication is sent.
2 votes -
Backdate Stage Dates on Insights
I would like to be able to manually change the stage date shown on Insights.
13 votes -
The ability to restore deleted notes
The ability to restore deleted notes
5 votes -
Ability to change activity default view
Add ability to change activity default view and have it be sticky so that it stays when you leave the page.
8 votes -
Activity Filter options
I'd like to have an option to choose my default filter for the Activity view.
4 votes -
Search function with notes
I would like to be able to have a search function that will scan all notes entered on a contact/job and find keywords entered in those notes.
4 votes -
Task notes to contact activity
Notes that entered in tasks & subtasks mirror to the contact activity; with the ability to apply the search/related filters to these notes as well.
For example:
If I wanted to find all of the install task related notes on a contact, I could search in that contact's activity for all related to task notes for "install"5 votes -
Hyperlinking phone numbers in notes
We would like to request that when a note is made with a phone number in the app that it would hyperlink so that you can call someone directly from the note while remaining in the app. We will not always need that secondary contact person to be a 'related' contact, so adding in their number to the notes usually makes the most sense.
3 votes -
Add a label to indicate whether a note/attachment is private
I would like some type of label included on private notes/attachments so I indicate that setting on the activity feed without having to edit
3 votes -
Notes on Financials Show on Activity
I'd like the notes that are left on financials, tasks, & work orders to also show on the main activity feed instead of having to toggle to the specified record to view the note.
3 votes -
Track time last communication sent to customer
I would like to track the last time contact was made with a customer. Similar to how "days in status" is tracked
2 votes -
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.
4 votes -
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.
4 votes -
Bulk edit notes
Ability to bulk edit notes, currently we can only bulk delete notes
3 votes -
Attach Photos to Notes.
The ability to attach photos to "Create Note" from the photo files.
5 votes
- Don't see your idea?