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Contacts & Jobs

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  1. Automated Custom Fields

    Create a way for certain contact/job custom fields to populate data based on information that is filled in other fields

    1 vote
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    0 comments  ·  Fields  ·  Flag idea as inappropriate…  ·  Admin →
  2. Auto-populate the city based on full address, not just the zip code

    When entering in an address on a contact or job, the city should auto-populate based on the full address instead of just the zip code. Some zip codes are used in multiple cities and this can cause confusion if the city is not changed manually, which happens often since the city is auto-populated and the user just assumes the system checked the full address.

    1 vote
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    0 comments  ·  Fields  ·  Flag idea as inappropriate…  ·  Admin →
  3. Allow apostrophes in the custom field list options

    Currently, custom list fields do not allow for an apostrophe. Example: Angie's List will cut everything off after the "e"

    1 vote
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    0 comments  ·  Fields  ·  Flag idea as inappropriate…  ·  Admin →
  4. Ability to remove start date, end date, start time, or end time for contact/job scheduling

    I would like to be able to choose whether I use the Date field, Time field, or both when using the Contact Scheduling feature.

    1 vote
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    0 comments  ·  Fields  ·  Flag idea as inappropriate…  ·  Admin →
  5. Custom Fields specific to Workflow Type

    It would be nice if they could have custom fields only visible if you select a specific workflow type. Like Insurance information only will show on a contact/job to be filled in if you use the Insurance Workflow

    13 votes
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    1 comment  ·  Fields  ·  Flag idea as inappropriate…  ·  Admin →
  6. 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.

    2 votes
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    0 comments  ·  Fields  ·  Flag idea as inappropriate…  ·  Admin →
  7. Would like the Zip Code field to be required

    Please make the Zip Code field required to avoid confusion with addresses,

    1 vote
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    0 comments  ·  Fields  ·  Flag idea as inappropriate…  ·  Admin →
  8. Stop autofilling job name

    I would like the autofill turned off or allow me to choose which info is pulled in to name a job while clicking on add job from contact.

    1 vote
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    0 comments  ·  Fields  ·  Flag idea as inappropriate…  ·  Admin →
  9. Allow edit of Customer field data from number set to decimal sets

    Allow changing custom field entries from number to decimal format while keeping all historical data from those that were number prior

    1 vote
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    0 comments  ·  Fields  ·  Flag idea as inappropriate…  ·  Admin →
  10. Job Title under Company or Display Name

    It would make it easier to know who is the decision maker for the contracts we are trying to sell. Job Title would make this possible.

    1 vote
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    0 comments  ·  Fields  ·  Flag idea as inappropriate…  ·  Admin →
  11. Conditional Field for Contacts and Jobs

    The Job and Contact pages can be too long, especially with custom fields. It would be great to have conditional fields that only show based on previous selections.

    Example: If there is an Insurance Company listed, show insurance fields. If there is no Insurance Company listed hide insurance fields.

    16 votes
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    Viewed  ·  0 comments  ·  Fields  ·  Flag idea as inappropriate…  ·  Admin →
  12. Add drop down capability to the description field of products.

    Add drop down capability to Description Field of product scope line items.

    eg. I want to make a COC form in Work orders. I could add Pass / Fail / Remedy as options this would expedite a process for sending COC's to insurance companies.

    eg. In shingle types I could have color options, mfg options, line options, yr options, etc.

    1 vote
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    0 comments  ·  Fields  ·  Flag idea as inappropriate…  ·  Admin →
  13. Ability to schedule a Status Change, Notification, or Task based on a custom field.

    We would like the ability to schedule a status change, notification, email, or task based off a custom field. Currently, you can only use Custom Fields as "conditions of status changes", but not the actual trigger.

    We need reminders when certain things happen, or are about to happen.

    ie.
    Material Delivery's, we need to be able to set an automation that changes the status to material delivered when the date in the Custom Field delivery date occured yesterday.

    Sub-Contractor Insurance policy expiration notification. We need to be reminded a month before a subcontractor insurance policy is about to expire so…

    1 vote
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    0 comments  ·  Fields  ·  Flag idea as inappropriate…  ·  Admin →
  14. Time option on custom field

    Have an option for time on custom fields

    1 vote
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    0 comments  ·  Fields  ·  Flag idea as inappropriate…  ·  Admin →
  15. Make the longer custom field names go above the field instead of below

    Currently when you have a custom field with about 20 characters the name of the custom field will adjust to be below the field itself since there isn't enough room next to it.

    This can be confusing as the standard would be to have the name above.

    1 vote
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    0 comments  ·  Fields  ·  Flag idea as inappropriate…  ·  Admin →
  16. Contact field for multiple email address

    Some of our contacts have multiple emails. It would be helpful if there was an option to have multiple emails listed for a contact

    21 votes
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    Viewed  ·  1 comment  ·  Fields  ·  Flag idea as inappropriate…  ·  Admin →
  17. Production Manager field just like Sales

    The Sales person field is so nice because it pulls over the name of the sales person assigned to that job in the automations / templates. I would like to see a field for the Production Manager as well since there is a team of PM's and Sales Reps. It would be nice to have my automations auto add their PM's names. The email templates allow it, but the automation tasks etc, do not.

    1 vote
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    0 comments  ·  Fields  ·  Flag idea as inappropriate…  ·  Admin →
  18. Referral Name Textbox for Lead Sources

    I would like the lead source option "Other" to give sales reps a field to enter a name. Currently I have a custom field for "Referral Name," but I have to run two separate reports (built-in and custom) to get a detailed view of my lead sources.

    3 votes
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    Viewed  ·  0 comments  ·  Fields  ·  Flag idea as inappropriate…  ·  Admin →
  19. The javascript for an empty Main Phone field should put the cursor at the beginning

    Currently the field is empty, the cursor can be placed several digits to the right causing a formatting problem without moving the cursor to the first digit position before typing the phone number. It is the only phone number field with the issue.

    3 votes
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    Viewed  ·  1 comment  ·  Fields  ·  Flag idea as inappropriate…  ·  Admin →
  20. Mailing address for Customers

    The street address isn't always the same at the mailing address. We have several customers that have PO Box delivery or own rental properties. In such cases we need to be able to enter the work site address as well as the mailing address.

    17 votes
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    Viewed  ·  5 comments  ·  Fields  ·  Flag idea as inappropriate…  ·  Admin →
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