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JobNimbus Feedback

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Contacts & Jobs

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29 results found

  1. Add "Tasks" to the Contact page

    Currently there is a tab on the "Job page" for "Job Tasks"
    On a contact page only the following tabs exist: Activity, Jobs,, Financials.

    Can we please get a tab for "Tasks" on the contact page?

    1 vote

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    0 comments  ·  Contacts  ·  Admin →
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  2. Properties Menu For A Single Contact

    When dealing with realtors who have several properties, instead of creating numerous contacts for the same realtor (which can be difficult to keep track of), it would be helpful to have a 'Properties' menu attached to a single contact. When you click on a property, it would provide you with all the same options as if you were clicking on the contact.

    4 votes

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    0 comments  ·  Contacts  ·  Admin →
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  3. Keep related box checked when checking it

    It would be nice to have the related box stay checked

    2 votes

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    0 comments  ·  Contacts  ·  Admin →
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  4. County Field

    It would be great if there was a County field in Contacts. Ideally it would recognize the county that the address is in but just having a field would be helpful. This would help with permitting and save the hassle of figuring out what county each address is in.

    2 votes

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    1 comment  ·  Contacts  ·  Admin →
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  5. Ability to add more than one address per contact

    Ability to add more than one address per contact (so if they have multiple locations)

    30 votes

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    0 comments  ·  Contacts  ·  Admin →
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  6. Stop duplicate contacts with the same address

    Is there a way for the system to keep us from creating multiple contacts under the same address? For example, the husband calls in and requests a service on their property. The next year the wife calls in and requests a different service and we enter her into the system so now we have two different names under the same address. When creating a new contact, can the system populate an existing contact when we type in their address?

    4 votes

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  7. Ability to track activity on contacts

    I would like to be able to see if calls are made to new leads/contacts without creating a custom field or requiring them to move a status. Storm season is here and we have had over 400 leads in the last 10 days. Need an easier way than manually doing this daily.

    2 votes

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  8. Make contact color different from job color. Easier to tell what form you are in.

    Make contact color different from job color. Easier to tell what form you are in.

    4 votes

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  9. Sync Contacts Different types of Contacts to Contacts (Customers) on QuickBooks

    We can not sync more types of Contacts to Quickbooks

    • Allow to map more types of Contacto to Quickbooks sync
    2 votes

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  10. Ability to search from the list view in contacts and jobs

    Would like the ability to search jobs or contacts via a search bar. When clicking on the contacts or jobs icon at the top of the page and entering the list view it would be nice to have a search bar vs. having to click through multiple pages looking for that contact or job. The search bar at the top of the page is decent but pulls everything together.

    4 votes

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  11. Selective Merging

    Would like to be able to choose what info is merged from which contact.
    Context:
    2 of the same client with non-identical info - 1 has the phone #, the other has the email, preferred name on one profile, etc. Would like to pick what info is merged, Boolean style - this or that.
    Would make the merge capability much more effective and cut down on the amount of work to update the info with what doesn't get transferred.

    3 votes

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    0 comments  ·  Contacts  ·  Admin →
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  12. Convert contacts to jobs

    Ability to convert jobs to contacts or vice versa

    3 votes

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    0 comments  ·  Contacts  ·  Admin →
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  13. Ability to Add Duplicate Names

    Can we override the duplicate names error? Maybe a check box or something that allows us to override the message.

    16 votes

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    7 comments  ·  Contacts  ·  Admin →
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  14. Limited access on contacts

    We have third party departments who work within our CRM, however we are only wanting them to see contact information not edit or delete it. There should be an option on the access profile permissions to only allow them to see contacts, upload documents/photos, add notes without being able to change the status or edit the contact information. It would be even more helpful if they were able to add dates/input information in the customized contact fields without changing the standard contact fields (like name,address,phone number)

    6 votes

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    Viewed  ·  1 comment  ·  Contacts  ·  Admin →
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  15. allow customizing of contact information page.

    Be able to customize the contact information page, so each business can have the information that is pertinent to there business and in the most logical order.

    10 votes

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  16. Same Name

    I have 2 separate customers with the same first and last name. It won't let me add the second customer because it says I have a duplicate entry even though everything else is different. Please allow same Display names for contacts and jobs

    9 votes

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    0 comments  ·  Contacts  ·  Admin →
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  17. Additional filtering options and bulk edit from contact list view

    I'd like to treat the Contacts more like a standard CRM that we can filter, then bulk edit rather than having to create a report to bulk edit that will end up being removed immediately after anyway.

    3 votes

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    Viewed  ·  1 comment  ·  Contacts  ·  Admin →
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  18. Make customer addresses have a clickable link to a map

    It would be awesome if you could click on the customers address and be able to see their location through either google maps, bing or any Navigation Software.

    31 votes

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    1 comment  ·  Contacts  ·  Admin →
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  19. Turn off drop downs/pop ups in new contacts

    When I am creating a NEW customer the drop downs/pop ups get in the way. Nothing I have entered before apply to NEW customers. We just got 300+ calls in a week and that slowed us down so much. When adding additional contacts I use duplicate and make changes. This works great. We tried turning off pop ups in web browser but that did not change the long pop up/drop down that gets in the way when you start to type a name or address or email.

    6 votes

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  20. Create contact from job

    Occasionally a sales rep gets excited to create a job. They enter all the contact details however, they do not create the Contact. Can the Contact be created from the Job details automatically so that we do not have to Add Contact and manually enter all the contact details. If not automatically, have the Contact form auto-populate with the contact information when the Add Contact is selected.

    4 votes

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    2 comments  ·  Contacts  ·  Admin →
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