Contacts & Jobs
36 results found
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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 -
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 -
Body of card customization increase
We need to have a couple more lines for the body of the cards. We cannot fit all the data we need to see on the 3 lines provided.
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
5 votes -
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 -
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.
4 votes -
Boards Horizontal Scrolling
In the Board view, which let's be honest, is the best part about JobNimbus, it would be super beneficial to be able to scroll horizontally with our mouse wheel.
The Board is wider than it is tall, and I feel this would be a massive improvement over trying to grab that tiny little scroll bar at the bottom.2 votes -
Notify salesperson when they are removed from contact or job
When a person is removed or changed from a contact or job they should be notified of the change so things don't slip through the cracks.
4 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 -
More than 10 Jobs in list view
More than 10 Jobs in list view
19 votes -
Allow different email and phone on job
I would like to see an additional email and phone number in the jobs. Some jobs under a contact might have a different person of contact from other jobs. Example of this would be, we are currently dealing with a large property management company that pays the bills, but has 3 managers that are in control of a certain amount of buildings. I would like to be able to leave the primary contact as the property management company with their information and then be able to put the specific managers info in the jobs for direct communication with them. I…
28 votes -
Connecting Work Orders with Their Subcontractors
It would be very convenient if work orders assigned to subcontractors would appear in the work order tab on their contact page! It seems like the program used to do this, but doesn't anymore.
9 votes -
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.
9 votes -
Multiple Statuses for Jobs/Contacts
For example, if we collected a payment, while waiting on status of an inspection, I would like to have 2 statuses active showing that we did collect the payment, and that we are still waiting on inspection.
5 votes -
When configured to use jobs, limit what entities can be attached to a customer
We need the option to disallow creating, financials, attachments, etc when JobNimbus is configured to use Jobs.
When a customer record is selected, it should only show the list of jobs related to the customer and have the ability to create a new job.
We often have salesmen attach documents and financial info the the customer record instead of the appropriate Job. You can't move them, so it is delete and redo.
12 votes -
Pin important Notes to top of activity
It would be nice to be able to flag or pin important notes that would stay at the top of the activity so important items do not get buried
67 votesGreat idea! Thank you for your suggestion.
The “Description” field on Contacts and Jobs is sometimes used as a “permanent note” that always stays at the top, but your idea will be great to have alongside that to make notes more dynamic and useful.
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Conversation notes vs Individual Notes
At present, notes are entered individually; and when someone "replies" to the note, one has to go find it somewhere in the Activity time line. It would be nice if there was a conversation feature whereby a note can be responded to or comments trails made a part of it (like a blog post) so one can reply to that note specifically.
17 votes -
Quick Actions for Board Cards
When updating cards on the job boards, it would be immensely helpful to have a few quick actions available if you right-click on the card. Some ideas would be:
1. Edit Start/end date.
2. Move to - [choose status] - for some of our longer boards it would alleviate the scrolling to the appropriate list.
3. Mark Subcontractor/Crew as Complete - allow us to mark a sub as complete to help with progress tracking. This feature could put a line through the subcontractor circle, bonus points if we can add the date it was completed!
4. Make a note: It…36 votesWe completely agree and it’s something that we’ve been wanting to do since the beginning of boards.
It’ll be coming, we’ll keep you posted!
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More than 35 options available for Options List custom field
I need more than 35 text and options list in Custom Fields. I have important information that needs to be conveyed to everyone. Preferably I should have unlimited text and options lists.
10 votesThanks for your submission! Could you let us know a couple of examples of info that you’d like to enter here but can’t fully because of the current limit? Also, if you could provide an estimate of how many fields, besides unlimited :), would meet your needs?
Let us know and we’ll see what we can do. Thanks!
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