Contacts & Jobs
330 results found
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Convert contacts to jobs
Ability to convert jobs to contacts or vice versa
3 votes -
Add secondary name fields under contact
Include a secondary contact name field when creating new contacts. Instead of creating a new related contact.
8 votes -
Ability to add more than one address per contact
Ability to add more than one address per contact (so if they have multiple locations)
34 votes -
Hyperlinking phone numbers in notes
We would like to request that when a note is made with a phone number in the app that it would hyperlink so that you can call someone directly from the note while remaining in the app. We will not always need that secondary contact person to be a 'related' contact, so adding in their number to the notes usually makes the most sense.
4 votes -
Schedule by area
Ability to schedule jobs in a given area to streamline appointments
6 votes -
Customize assignee initials on contact cards
Ability to pick whose initials show up as the main assignee on contact cards on boards
9 votes -
Task notes to contact activity
Notes that entered in tasks & subtasks mirror to the contact activity; with the ability to apply the search/related filters to these notes as well.
For example:
If I wanted to find all of the install task related notes on a contact, I could search in that contact's activity for all related to task notes for "install"5 votes -
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.
5 votes -
Route Planning for jobs
A feature or integration that would help plan a route for selected jobs each day would be extremely helpful!
21 votes -
Use other Template Fields on Board Cards
Would like to be able to pull more details onto the boards that aren't currently working, Date Updated, Date Created and a few others. This would help us to see what's needed at quick glance like Boards are meant to do.
7 votes -
Create Estimate as an option on Contact/Job menu
Include option to create Smart Estimate from "3 dot menu" on contact/job.
4 votes -
Notes on Financials Show on Activity
I'd like the notes that are left on financials, tasks, & work orders to also show on the main activity feed instead of having to toggle to the specified record to view the note.
4 votes -
Add Sections to Job Fields
It would be nice to have the ability to add a section header to the Job Fields. This would give them a space between to categorize information together. There is a lot of information we can input and being able to break it apart into groups of information would make it easier to organize. For example, a section header that says Insurance Information with all the fields related underneath like Insurance Company, Policy #, Claim #, ACV, Deposit, RCV etc.
14 votes -
A place to identify a project manager, as the main assignee to the project.
A place to identify a project manager, as the main assignee to the project. Like the Salesman, and Subcontractors are on assigned.
Looking for a way to assign a "User" as the main manager and internal contact for a project, and the salesman are typically not project managers. This will help internally with identify employees to the correct person to followup with on a particular project.
10 votes -
Ability to display related contacts on boards
Ability to display related contacts on boards
6 votes -
Add a label to indicate whether a note/attachment is private
I would like some type of label included on private notes/attachments so I indicate that setting on the activity feed without having to edit
4 votes -
Ability to edit/expand the comment box for contact custom fields
Ability to edit/expand the comment box for contact custom fields
4 votes -
Track time last communication sent to customer
I would like to track the last time contact was made with a customer. Similar to how "days in status" is tracked
2 votes -
2 votes
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Auto Create Jobs
When a Contact reaches a certain stage , say verbal agreement, allow for JN to auto create Job Object. Other CRMs have this with their respective objects. Would help office staff.
7 votes
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