Contacts & Jobs
195 results found
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Save screen position when using "Back to Board" link
It would be more beneficial if Jobnimbus kept track of the position you were in, on the previous screen. When using the "Back to Board" link on the to left. Instead it just works to reload the entire board.
14 votes -
Automated Custom Fields
Create a way for certain contact/job custom fields to populate data based on information that is filled in other fields
10 votes -
Pull Job costs into JobNimbus from Quickbooks
I have reps that want to view their job costs all the time, and this is an incredibly useful feature in Acculynx that JobNimbus is missing. Being able to look at a Job costs tab would be awesome!
11 votes -
Conditionally Required Custom Fields
I would like to have custom fields that are only required to be populated before moving the record into specific statuses or stages.
3 votes -
Do not display unused fields when printing Contact
I only want to print contact Info and all of the fields' headings appear even when I uncheck the job and tasks and attachments.
6 votes -
Searchable field for Insurance Clam #
It would be so very helpful to have a searchable field dedicated to Insurance Claim # (We receive a myriad of calls from Insurance Companies, who only leave the claim # when they call and leave voice mail messages. Would help tremendously to be able to search by the claim # so we can locate a file much more quickly :-) Thank you!
6 votes -
Lock Board Layout
The ability to "lock" the layout of the boards so that team members who need access to them cannot move them around
4 votes -
Add checkbox next to phone # to indicate primary point of contact
The customer would like a checkbox next to a phone number to indicate it is the primarily point of contact of their customer.
4 votes -
Adding additional contact fields
I very often have clients with multiple emails and contact information. Who doesn't have more than one email? I also have clients with multiple properties and one property is normally the billing address. We may be working on a different address for the property but need to send info to the billing address. I also have a couple clients that like to involve other family members for information. In one instance I am working on a daughters house and dad is the contact but not the owner. I have another with an elderly woman and I go through her daughter…
21 votes -
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.
13 votes -
Duplicate/Clone a Board
I would like to be able to duplicate/clone an existing Board rather than having to manually create it again.
18 votes -
The ability to show job/contact description on the board
A way to view the description of a job/contact on the board view.
6 votes -
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
24 votes -
Ability to rearrange or move the tabs under a Job/Contact
I would like the ability to rearrange the tabs under Jobs/Contacts. The first tab that you see is Activity as a default, but I want to see Job Tasks first. If we could move all of the tabs around to be in order of importance for us, that would be great.
7 votes -
Lead Importance with Color Coding
Ability to add an urgency notification that we color code (Urgent - Red) to jobs so the PM's know that the customer needs to be called back immediately.
3 votes -
Customize the field name for "Sales Rep"
The ability to customize and change the field name "Sales Rep" to "Solar Consultant"
3 votes -
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.
30 votes -
Job Merging
Create a way to merge two Jobs together.
11 votes -
Add related contact to job without all of the related contact's previous emails being posted on your new job.
I have a board with all of my suppliers on it as contacts. When I create a new job, I would like to be able to add the supplier I will be using for this customer as a related contact and only see emails to and from this supplier that are relevant to the job I have just created.
4 votes -
More than 10 Jobs in list view
More than 10 Jobs in list view
19 votes
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