Contacts & Jobs
138 results found
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Assigning a New Contact
I would love to be able to customize what is included in the email to the assigned sales rep when they get this notification from Job Nimbus. We currently utilize the notes section for important information and it would be really nice if I could have this note appear in the initial email to the sales rep.
3 votesClosing out due to age of request, that it was fixed, or that it won't be implemented. Cleaning up our votes to make sure we are focusing on the greatest impact.
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Flag contact/job records when they have open tickets in a specific status
We have a workflow and board for customer service jobs and our people need to know that a customer service ticket is open before calling a contact, so we'd like to have a red dot or a flag appear next to their contact and job name so we can always know when they have an open ticket. We need it to appear on their contact and jobs so that we can always know they have a ticket open from anywhere in JobNimbus.
1 voteMerged with other ideas, fixed, or declined.
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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 voteMerged with other ideas, fixed, or declined.
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Search box delimits Board view to only the characters entered
When you start typing, only letter combinations appear for the names of the contacts below. Perhaps you could extend the search to notes in cards as well. I.E. if you typed in John, anything with "John" would show up in the contacts/cards below such as John, Johnathan, Johnny, Johnie...
1 voteMerged with other ideas, fixed, or declined.
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Disable the ENTER key from being the same as SAVE. I'd like to be able to use EITHER the Tab key OR Enter key when moving through the form
I'd like to be able to use EITHER the Tab key OR Enter key when moving through the form. Currently, when I hit Enter it CLOSES THE EDIT AND GOES BACK TO CONTACT PAGE.
1 voteMerged with other ideas, fixed, or declined.
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3 votes
Closing out due to age of request, that it was fixed, or that it won't be implemented. Cleaning up our votes to make sure we are focusing on the greatest impact.
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Pin Cards on Board
Would like to pin or highlight important jobs/contact cards at the top of their respective column when in Board view
1 voteMerged with other ideas, fixed, or declined.
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Ability to Save view
You should have the ability to save different views for contacts or jobs. Currently you can only have one view
1 voteMerged with other ideas, fixed, or declined.
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Business Card View for Contacts
I’ve spent the last hour or so entering business card contacts into the system and it would be awesome if JN had a “Scan Card” feature to scan the front and back of a business card and a customizable board that allowed us to display the actual card image in a rolodex type fashion
1 voteMerged with other ideas, fixed, or declined.
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Be able to use blank space to the right of contacts
Currently when viewing a contact, the right side of the contact is an entire unused blank space. It would be helpful to have this space customizable and used for additional contact status information that would be helpful for us to have at a glance.
3 votesClosing out due to age of request, that it was fixed, or that it won't be implemented. Cleaning up our votes to make sure we are focusing on the greatest impact.
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Maintain status when workflow of a contact or job is changed
Currently if the Contact Type or Job Type is changed, the Status automatically switches to whichever one is first in the workflow selected (i.e. Lead). It would be preferred, assuming the status names between workflows match, that it maintain the correct status it was already in before the new Contact Type/Job Type was selected.
3 votesClosing out due to age of request, that it was fixed, or that it won't be implemented. Cleaning up our votes to make sure we are focusing on the greatest impact.
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Location on cards
Would like to be able to include Location on cards on boards
1 voteMerged with other ideas, fixed, or declined.
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Hide contact ID
The ability to be able to hide the contact ID on the contact file page.
1 voteMerged with other ideas, fixed, or declined.
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add the filter for "Outstanding Estimates Total" on boards
Have the option to add the filter for "Outstanding Estimates Total" on boards
3 votesThis has been an infrequent ask, so with current priorities, it will not be added at this time.
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Days in Status should have a year option.
The DAYS IN STATUS, for closed jobs, should use days & years once it hits 365 days
3 votesClosing out due to age of request, that it was fixed, or that it won't be implemented. Cleaning up our votes to make sure we are focusing on the greatest impact.
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Dispatch
I would like be able to dispatch technicians to a job, keep track of their time on the job thru JN.
1 voteMerged with other ideas, fixed, or declined.
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Customize Stage options
Would like to set up custom stages
4 votesClosing out due to age of request, that it was fixed, or that it won't be implemented. Cleaning up our votes to make sure we are focusing on the greatest impact.
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Allow us modify the list of sales reps to only show the sales people instead of the entire list of users; when creating a new job.
Allow us modify the list of sales reps to only show the sales people instead of the entire list of users; when creating a new job.
1 voteMerged with other ideas, fixed, or declined.
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Easily Clickable "Go to Boards"
Make the "Go to Boards" button more easily clickable. The clickable space is very small and it is very easy to accidentally click the dashboard instead, which is very frustrating.
1 voteMerged with other ideas, fixed, or declined.
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Auto Populate Invoice Totals in Job Description
The ability to auto populate the Approve Invoiced(Total) and Approved Invoice Balance Due in the Job description section. We would like it to automatically update and be accurate.
1 voteMerged with other ideas, fixed, or declined.
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