Contacts & Jobs
50 results found
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Contact Boards with Jobs V2
I would like to be able to create contact boards with Jobs V2
1 vote -
Email Field in Contact Cards
I would like to be able to see the "email" of a contact on my contact cards in the boards.
1 vote -
Work Order Board
Ability to add custom info on the card from the Parent Contact (like Job #) or the Subcontractor assigned to the Work Order. The amount of info that can be put on the card is so limited compared to a board for contacts.
1 vote -
Date created
I would like to be able to include the date a contact was created on the card in boards not just the date the status was changed. I want to know how long that lead has been in my system not just the date it was reset to a new status.
1 vote -
undo
Add an "undo" button for the job boards. Sometimes when viewing the boards you can accidentally move a job to a different status which may trigger automations, and then when you move it back it may re-trigger old automations. Big uh-oh - but not with an undo button.
1 vote -
Board card cusomizations
Add primary contact email to job board cards
4 votes -
Total Amount paid on boards
I would like to include the invoice amount paid in the column header on boards
3 votes -
Broken Automation Warning
Some kind of warning message or error if I try to change a board or workflow that has been causing an automation to trigger.
1 vote -
Automations Summary tooltip
It would be nice to have a preview or tooltip showing what automations will trigger when a contact or job is moved into a new status.
4 votes -
Ability to display related contacts on boards
Ability to display related contacts on boards
3 votes -
Customize Column totals on boards
Would like to add custom fields/additional fields to the Totals section at the top of the Column on boards. Specifically totals related
2 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 -
Boards assigned to team members
I cannot stress this one enough, i dont know how it isnt already implemented! There needs to be an option (like the filter option) to assign boards to certain team members. Then when a contact of work order enters that board those team members are automatically assigned that contact. How does it help me to move a project into the engineering board and send them a task if they are not able to see that contact without me going in and assigning the contact to them? That seems like too many unnecessary steps. When it enters a departments board, the…
3 votes -
Add a Contact/ WO address to the card view in the Work Order board
I would like to be able to associate the work order's address or contacts address as part of the easy card view for a Work Order board.
2 votes -
Add notes to a board
I would like to be able to add notes to a Contact/Job board.
1 vote -
Filter boards by Job dates
Would like to be able to filter boards by Job date
2 votes -
Change the colors of cards in board view.
We'd like to have some more functionality for customizing the colors of the cards or fonts in board view.
22 votes -
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 vote -
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.
7 votes -
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 vote
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