Contacts & Jobs
227 results found
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Contact Phone Number & Email Address on Job
I'd love to see a Contact's phone number & email address visible on the client's Job page where we can currently see the site address. Currently you must click back to the Contact for this information.
9 votes -
The ability to restore deleted notes
The ability to restore deleted notes
5 votes -
Sync Contacts Different types of Contacts to Contacts (Customers) on QuickBooks
We can not sync more types of Contacts to Quickbooks
- Allow to map more types of Contacto to Quickbooks sync
2 votes -
Create a job section for notes only. Notes get lost within all of the activity updates.
If there was a dedicated notes section in each job, it would be easy to see all progress within the notes.
2 votes -
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.
2 votes -
Stop duplicate contacts with the same address
Is there a way for the system to keep us from creating multiple contacts under the same address? For example, the husband calls in and requests a service on their property. The next year the wife calls in and requests a different service and we enter her into the system so now we have two different names under the same address. When creating a new contact, can the system populate an existing contact when we type in their address?
5 votes -
job email
Can we get each job set up with it's own email address? I do a lot of commercial work and I have different project managers for each job. On every new job I email a document, I have to change the person's name and email address on the contact's fields.
8 votes -
map
It would be nice to have the map view on the desktop like you have on the app.
3 votes -
Insurance Claims Information
Add fields to job type Insurance Claim-Adjuster name, phone number, email, Ins carrier, Ins Agent contact info, claim #
2 votes -
Modify Custom Field Order
Add ability to drag and drop custom fields to be able to reorder them
3 votes -
Custom Job Fields show in Calendar
We have a custom job field for installation date. It would be great if this field could show up on our calendars.
4 votes -
Make contact color different from job color. Easier to tell what form you are in.
Make contact color different from job color. Easier to tell what form you are in.
5 votes -
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.
2 votes -
3 votes
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Activity Filter options
I'd like to have an option to choose my default filter for the Activity view.
4 votes -
Ability to change activity default view
Add ability to change activity default view and have it be sticky so that it stays when you leave the page.
8 votes -
It would make more sense if the gate code field populated in the Job if it was already inserted in the Contact.
It would make more sense if the gate code field populated in the Job if it was already inserted in the Contact.
2 votes -
Add Fields to Customize Board Cards
Add primary contact email to job board cards
7 votes -
JOBS users that dont use CONTACTS for certain features should be able to block/disable those features
We need the ability to prevent notes, emails, tasks, files, and financials from being created on the contact, and only created on JOBS.
In our company, we track everything through the job itself and not the CONTACT. Sometimes the employee ends up on the CONTACT details and starts to create these items thinking they are on the JOB, and then mistakes begin to happen because they thought it was noted, or an email sent, and there is no evidence of it on the job for other team members.
This could be at the account level or from ACCESS PROFILES
4 votes -
Territory map for sales reps
Some kind of mapping feature for sales reps territories
2 votes
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