Contacts & Jobs
280 results found
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In boards, sort cards in columns with subheadings using tags
In Boards- Have the ability to organize cards inside the columns with subheadings.
Create more ways to sort the cards inside columns. Would like to add a filter for tags in these columns.14 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 -
Bulk edit notes
Ability to bulk edit notes, currently we can only bulk delete notes
3 votes -
Ability to Add Duplicate Names
Can we override the duplicate names error? Maybe a check box or something that allows us to override the message.
18 votes -
Dropdown Boxes / Toggles / Checklist options for material Orders & Work Orders
Have material order and workorders have more customization (like the forms that we saw at JNSS21), I would love my work orders to have the ability to have a Yes/No checkbox and drop down box options, would save on multiple templates being created.
5 votes -
Bulk add jobs to all contacts
Ability to Bulk add jobs to every contact or select contacts
4 votes -
Turn off drop downs/pop ups in new contacts
When I am creating a NEW customer the drop downs/pop ups get in the way. Nothing I have entered before apply to NEW customers. We just got 300+ calls in a week and that slowed us down so much. When adding additional contacts I use duplicate and make changes. This works great. We tried turning off pop ups in web browser but that did not change the long pop up/drop down that gets in the way when you start to type a name or address or email.
6 votes -
More color options for boards
Would like to add more color options to boards including white.
4 votes -
Update/Delete Default Fields
Ability to change default fields
25 votes -
Show Contacts in sidebar in Board view
In the boards, when you click into a contact/job it takes you directly into that file. Logo would like: If you click on the contact, their file just pops out to the side, but keeping you within that board. So logo can quickly move on to another contact/job. They don't want to have to click the "Back to board" button and then have to scroll over to find the column they were working in
2 votesThis is in the works now, but will require time to fully build out and migrate users.
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Old Boards
I want the option to go back to the Old Boards again. I'm not happy with the New Boards
8 votes -
Attach Photos to Notes.
The ability to attach photos to "Create Note" from the photo files.
5 votes -
Custom Field Filters on Boards.
The ability to filter boards based on custom fields.
6 votes -
Option to prevent task assignees from being automatically assigned to the parent contact record
Option to prevent task assignees from being automatically assigned to the parent contact record.
8 votes -
Contact Custom Fields to be seen by Zapier
Contact Custom Fields should be visible on Zapier.
3 votes -
Create contact from job
Occasionally a sales rep gets excited to create a job. They enter all the contact details however, they do not create the Contact. Can the Contact be created from the Job details automatically so that we do not have to Add Contact and manually enter all the contact details. If not automatically, have the Contact form auto-populate with the contact information when the Add Contact is selected.
5 votes -
Notes counting as a "Update" to a contact/Job
Notes will trigger activities as a update to the contact or Job . This allows features like automations to trigger off notes as well
3 votes -
4 votes
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Email field for Job
Have the Job template information to include email. That way when an automation is trigger it will send to that email that is associated to the job as well as related contacts
14 votes -
Need fields for Bill To Address and Job Address - they are often not the same
We need a Bill To Address and a Job Address as separate options since those addresses are many times different when dealing with a Commercial entities that are doing work for homeowners.
11 votes
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