Contacts & Jobs
48 results found
-
Keyboard Shortcuts
Being able to utilize "keyboard shortcuts" to be able to access menus and/or perform actions and commands.
1 vote -
Export Gmail Emails to CSV
Looking to streamline your email management and safeguard your Gmail data efficiently? Look no further! Exporting Gmail emails to CSV (https://www.cigatisolutions.com/blog/export-gmail-emails-to-csv-format/) has never been easier, thanks to the Cigati Gmail Backup Tool.
Cigati Gmail Backup Tool is the ultimate solution for hassle-free email export. This powerful software ensures that all your Gmail emails, including attachments and metadata, are securely backed up in CSV format. With its user-friendly interface and robust features, you can effortlessly export Gmail emails in just a few clicks.
Why choose Cigati Gmail Backup Tool over manual methods? First and foremost, it saves you valuable…
2 votes -
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 -
Move custom fields
Add ability to drag and drop custom fields to be able to reorder them
2 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.
2 votes -
1 vote
-
Add Sections to Job Fields
It would be nice to have the ability to add a section header to the Job Fields. This would give them a space between to categorize information together. There is a lot of information we can input and being able to break it apart into groups of information would make it easier to organize. For example, a section header that says Insurance Information with all the fields related underneath like Insurance Company, Policy #, Claim #, ACV, Deposit, RCV etc.
7 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 secondary name fields under contact
Include a secondary contact name field when creating new contacts. Instead of creating a new related contact.
5 votes -
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 -
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 -
Custom Equations for Custom Fields
We use custom fields to track RCV, ACV, Deposits, Debits, and more. We would liek to create another field that can create an equations. For example, RCV - ACV - Deposits = Outstanding Balance.
8 votes -
Default "Shadow Text" in Fields
Allow admin to create a default light colored "shadow text" that populates in fields to suggest the information or format that should be input.
Example: a Job is asked to be entered as CUSTOMERLASTNAME-REPINITIALMMYY DOE-MA0222
4 votes -
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.
4 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 -
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 -
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 -
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
- Don't see your idea?