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Contacts & Jobs

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  1. Search by Contact City

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

    1 vote
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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  2. The ability to show job/contact description on the board

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

    1 vote
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    0 comments  ·  Boards  ·  Flag idea as inappropriate…  ·  Admin →
  3. Job Title under Company or Display Name

    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.

    1 vote
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    0 comments  ·  Fields  ·  Flag idea as inappropriate…  ·  Admin →
  4. Add Job Description to Share feature

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

    1 vote
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  5. Delete Profile Pic

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

    1 vote
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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  6. Add more columns to material list quanities

    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.

    1 vote
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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  7. Add drop down capability to the description field of products.

    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.

    1 vote
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    0 comments  ·  Fields  ·  Flag idea as inappropriate…  ·  Admin →
  8. Different contact fields based on assigned workflow

    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.

    1 vote
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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  9. Subcontractor contact list

    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.

    1 vote
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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  10. The ability to download all activity on a contact

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

    1 vote
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  11. 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.

    1 vote
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    0 comments  ·  Fields  ·  Flag idea as inappropriate…  ·  Admin →
  12. Cleaner Notes options for notes when emails are captured for a contact.

    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

    1 vote
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    0 comments  ·  Activity & Notes  ·  Flag idea as inappropriate…  ·  Admin →
  13. Ability to select what fields show when sharing contacts

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

    1 vote
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  14. 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.

    1 vote
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    0 comments  ·  Jobs  ·  Flag idea as inappropriate…  ·  Admin →
  15. Flagging contacts by font Color in Boards

    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.

    1 vote
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    0 comments  ·  Boards  ·  Flag idea as inappropriate…  ·  Admin →
  16. Ability to schedule a Status Change, Notification, or Task based on a custom field.

    We would like the ability to schedule a status change, notification, email, or task based off a custom field. Currently, you can only use Custom Fields as "conditions of status changes", but not the actual trigger.

    We need reminders when certain things happen, or are about to happen.

    ie.
    Material Delivery's, we need to be able to set an automation that changes the status to material delivered when the date in the Custom Field delivery date occured yesterday.

    Sub-Contractor Insurance policy expiration notification. We need to be reminded a month before a subcontractor insurance policy is about to expire so…

    1 vote
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    0 comments  ·  Fields  ·  Flag idea as inappropriate…  ·  Admin →
  17. Ability to add a drop down boxes custom field

    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.

    1 vote
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    0 comments  ·  Jobs  ·  Flag idea as inappropriate…  ·  Admin →
  18. Ability to lock the Lead Source Field if it has been set by an admin.

    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.

    1 vote
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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  19. A way to flag contacts with the same addresses.

    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.

    1 vote
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  20. split images into multiple categories instead of lumped together

    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.

    1 vote
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    0 comments  ·  Activity & Notes  ·  Flag idea as inappropriate…  ·  Admin →
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