Contacts & Jobs
138 results found
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Would be great to have a "Quick Filter" on the jobs and contacts screen
Would be great to have a "Quick Filter" on the jobs and contacts screen so that it's easier to filter down by any active column that is on the current view.
2 votesMerged with other ideas, fixed, or declined.
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2 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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Track Notes changes in the Activity Area
It would be very helpful to be able to track changes made to old notes by user.
2 votesMerged with other ideas, fixed, or declined.
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Allow contacts to be added to lists based on a contact field.
You could create a board with a list that populated based on a contact field instead of the “status”, This would let you create a “SUB WORKFLOW” for different departments that all need to keep track of different stages of the contact.
For roofing, you could track the normal production progress on one board and have another that could track the stages of the supplement process. You could even have another for the collections process.
1 voteMerged with other ideas, fixed, or declined.
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assigned to
In the search bar when typing in a job number or job information, include the assigned inspector name in the results.
1 voteMerged with other ideas, fixed, or declined.
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Minimize Card size on new board
I would like to be able to minimize the size of the cards on the new boards.
5 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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Drag cards to re order them
It would be helpful to be able to click and drag the job/contact cards in the board to quickly re arrange the order vs having to go into setting and using the sorting filter.
2 votesMerged with other ideas, fixed, or declined.
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Sub-Boards
Customer would find it useful to be able to create a sub-board within a board that reps can click through their login.
2 votesMerged with other ideas, fixed, or declined.
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Hyperlink use with custom fields
Customer would like a way to insert hyperlinks in custom fields.
5 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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Custom Field (Time Based)
The ability to add a time based custom field like the way you can add a date custom field.
3 votesMerged with other ideas, fixed, or declined.
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Change aesthetics of the new boards
Change the aesthetics of the new boards so that (1) more columns can be seen on the screen at a time (reducing or preventing the need to scroll to the right), and (2) so that more contact/job cards appear in each column (reducing or preventing the need to scroll down), and (3) increase the number of visible characters for the column names displayed at the top of each column (so that we can see the full name and not just an abbreviated portion of the column name).
6 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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Increase or remove limit for custom field.
Customer would like to have unlimited custom fields. A lot of the information they collect is based on custom fields. And he would also like to have a print option on custom reports since most of the information that he reports off of are from the custom fields and needs to print the report. He can download CSV or Excel but it takes time to clean the file.
2 votesMerged with other ideas, fixed, or declined.
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Set user preference for drop down menu options on Activity page
Have user set preference for drop down menu on activity page instead of having it default to User Activity every time.
1 voteMerged with other ideas, fixed, or declined.
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Could you add another field under Lead Source so that we can add a persons name for word of mouth estimates?
Could you add another field under Lead Source so that we can add a persons name for word of mouth estimates?
2 votesMerged with other ideas, fixed, or declined.
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Pinning notes- Document when a contact file is opened.
A feature within JN that “pins” a note to the top of a Job/Contact file each time that contact file is opened
6 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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Reoccurring Jobs
Option to create reoccurring jobs would really help with our company we have customers that get the same job done every month with same time and date
1 voteMerged with other ideas, fixed, or declined.
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Automatically have multiple team members included in assigned field when creating a contact or job
Automatically have multiple team members included in assigned field when creating a contact or job
1 voteMerged with other ideas, fixed, or declined.
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Multiple Phone Numbers for Users
Have the option to place more than one phone number for each user.
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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Sales Pipeline- retro actively remove contacts if they are moved to lost status.
If a contact is entered into a status with sold stage it reports on the sales pipeline. However, if that contact cancelled and no longer will install with company, they move it to lost status. However, the contact is still left lingering on the dashboard of the sales pipeline. Cannot remove it and would be nice if we could.
1 voteMerged with other ideas, fixed, or declined.
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Creating a new job inherits the contact's company location
When creating a new job under a contact on the mobile app, the location of the job should inherit the contact's location. Instead, it is defaulting to the first location on the list.
2 votesMerged with other ideas, fixed, or declined.
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