Need to be able to search by Contact city.
Contact street address is searchable, however I would like to see all Contacts per city.

A way to view the description of a job/contact on the board view.

It would make it easier to know who is the decision maker for the contracts we are trying to sell. Job Title would make this possible.

I would like to include the Job Description field when I use the Share feature, but currently that field is excluded.

Please advise how to delete a profile pic as our trainer (Ben Kirk) was not even aware that this was an issue.

I would like to be able to customize the way the material list looks so I could add if material list comes back form the job by adding columns to the list.

Add drop down capability to Description Field of product scope line items.

eg. I want to make a COC form in Work orders. I could add Pass / Fail / Remedy as options this would expedite a process for sending COC's to insurance companies.

eg. In shingle types I could have color options, mfg options, line options, yr options, etc.

I would like to have different contact screens for different types of customers based on which workflow they are in. This way retail customers can have one set of contact fields, while insurance customers can have another set of contact fields, and so on.

One feature I liked in coconstruct is their subcontractor's contact list including a place where I can upload their W9, insurance documents etc and assign expiration dates. So every time I look at the subcontractor's contact list I can see right away if one of these documents has expired. They also give the option of loading other documents this way.

The ability to download all activity that appears on a contact/job

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.

I would like email cust from JN for our record, but whenever we do it, it shows the whole email in the note and it really long. Wonder if you guys should have an expand and subject line view only for note. So when we want to see detail, we can expand, if not, we just see subject line. Thanks

The ability to control what fields show when sharing a contact with a 3rd party (e.g. Phone Number, Address, custom field)

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.

User wants a way to flag contacts by font color in the Boards view based on specified criteria, such as a contract signed. Therefore, a contact can stay in a specific status, such as lead or inspection, but show that they already have that contract signed.

I would like to have the option to have a drop down box also to Insurance Company name, just like the SUBCONTRACTORS or CONTACT NAME dropbox. it would be a problem solution for people not writing wrong IC names. We can save all our companies there and then we could just pick from what is saved on that field.
The more detail and organized in JOB info is better.

We would like the ability to lock the Lead Source Field to certain access profiles so that if the field was set by an Admin the field can't be changed by anyone other then an admin.

I think this would be a great feature to add also. As I said we had three different members of the same family contact our company yesterday in different manners, phone & 2 website leads, they all had different first & last names so there was nothing to flag it that we were assigning the same lead to different representatives. I think it is something that should be given consideration. I’m sure this is a somewhat rare situation but it still caused a good deal of confusion.

We typically work with insurance and need photos for describing and sending to adjusters. I'd like to be able to separate the images into categories like inspection, Progress, Final Photos, Warranty etc. that way they can be separated and viewed with the other photos in that field and sent if needed by anyone following up on files.