Contacts & Jobs
138 results found
-
Escape Key Function
Currently, hitting escape while creating a contact or job closes the creation field. It would be better if it just removed the cursor from the current input field.
1 voteMerged with other ideas, fixed, or declined.
-
Be able to use blank space to the right of contacts
Currently when viewing a contact, the right side of the contact is an entire unused blank space. It would be helpful to have this space customizable and used for additional contact status information that would be helpful for us to have at a glance.
3 votesClosing out due to age of request, that it was fixed, or that it won't be implemented. Cleaning up our votes to make sure we are focusing on the greatest impact.
-
Maintain status when workflow of a contact or job is changed
Currently if the Contact Type or Job Type is changed, the Status automatically switches to whichever one is first in the workflow selected (i.e. Lead). It would be preferred, assuming the status names between workflows match, that it maintain the correct status it was already in before the new Contact Type/Job Type was selected.
3 votesClosing out due to age of request, that it was fixed, or that it won't be implemented. Cleaning up our votes to make sure we are focusing on the greatest impact.
-
Hyperlink use with custom fields
Customer would like a way to insert hyperlinks in custom fields.
5 votesClosing out due to age of request, that it was fixed, or that it won't be implemented. Cleaning up our votes to make sure we are focusing on the greatest impact.
-
Change aesthetics of the new boards
Change the aesthetics of the new boards so that (1) more columns can be seen on the screen at a time (reducing or preventing the need to scroll to the right), and (2) so that more contact/job cards appear in each column (reducing or preventing the need to scroll down), and (3) increase the number of visible characters for the column names displayed at the top of each column (so that we can see the full name and not just an abbreviated portion of the column name).
6 votesClosing out due to age of request, that it was fixed, or that it won't be implemented. Cleaning up our votes to make sure we are focusing on the greatest impact.
-
Pinning notes- Document when a contact file is opened.
A feature within JN that “pins” a note to the top of a Job/Contact file each time that contact file is opened
6 votesClosing out due to age of request, that it was fixed, or that it won't be implemented. Cleaning up our votes to make sure we are focusing on the greatest impact.
-
Minimize Card size on new board
I would like to be able to minimize the size of the cards on the new boards.
5 votesClosing out due to age of request, that it was fixed, or that it won't be implemented. Cleaning up our votes to make sure we are focusing on the greatest impact.
-
add the filter for "Outstanding Estimates Total" on boards
Have the option to add the filter for "Outstanding Estimates Total" on boards
3 votesThis has been an infrequent ask, so with current priorities, it will not be added at this time.
-
Days in Status should have a year option.
The DAYS IN STATUS, for closed jobs, should use days & years once it hits 365 days
3 votesClosing out due to age of request, that it was fixed, or that it won't be implemented. Cleaning up our votes to make sure we are focusing on the greatest impact.
-
Dashboard View with Photos & Age of Home on Customer Card
View information on the dashboard including a photo and age of the home on the customer card
1 voteMerged with other ideas, fixed, or declined.
-
Location on cards
Would like to be able to include Location on cards on boards
1 voteMerged with other ideas, fixed, or declined.
-
Flag contact/job records when they have open tickets in a specific status
We have a workflow and board for customer service jobs and our people need to know that a customer service ticket is open before calling a contact, so we'd like to have a red dot or a flag appear next to their contact and job name so we can always know when they have an open ticket. We need it to appear on their contact and jobs so that we can always know they have a ticket open from anywhere in JobNimbus.
1 voteMerged with other ideas, fixed, or declined.
-
Move Boards Around, Create more flexibility
On the board view, have the ability to move boards around and sort them out in sections.
For example, when you are on the Contacts page in board view, say you have 10 boards but all the boards are lined up next to each other like sentences in a paragraph creating 2 lines of boards.Would like the ability to be able to move these boards around so he can have 4 or 5 lines (or sections)
The best work around for this is to adjust the size of your browser.Check out this screen recording to get a better…
1 voteMerged with other ideas, fixed, or declined.
-
Search box delimits Board view to only the characters entered
When you start typing, only letter combinations appear for the names of the contacts below. Perhaps you could extend the search to notes in cards as well. I.E. if you typed in John, anything with "John" would show up in the contacts/cards below such as John, Johnathan, Johnny, Johnie...
1 voteMerged with other ideas, fixed, or declined.
-
Multiple Phone Numbers for Users
Have the option to place more than one phone number for each user.
3 votesClosing out due to age of request, that it was fixed, or that it won't be implemented. Cleaning up our votes to make sure we are focusing on the greatest impact.
-
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 votesMerged with other ideas, fixed, or declined.
-
Disable the ENTER key from being the same as SAVE. I'd like to be able to use EITHER the Tab key OR Enter key when moving through the form
I'd like to be able to use EITHER the Tab key OR Enter key when moving through the form. Currently, when I hit Enter it CLOSES THE EDIT AND GOES BACK TO CONTACT PAGE.
1 voteMerged with other ideas, fixed, or declined.
-
6 votes
Closing out due to age of request, that it was fixed, or that it won't be implemented. Cleaning up our votes to make sure we are focusing on the greatest impact.
-
Pin Cards on Board
Would like to pin or highlight important jobs/contact cards at the top of their respective column when in Board view
1 voteMerged with other ideas, fixed, or declined.
-
Custom Field (Time Based)
The ability to add a time based custom field like the way you can add a date custom field.
3 votesMerged with other ideas, fixed, or declined.
- Don't see your idea?