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Contacts & Jobs

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222 results found

  1. 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

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  2. 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

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    Viewed  ·  0 comments  ·  Activity & Notes  ·  Admin →
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  3. Bulk edit notes

    Ability to bulk edit notes, currently we can only bulk delete notes

    3 votes

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  4. Create SubFolders for Jobs

    It would be great if we could create subfolders under jobs so that photos and documents can be placed in each of the subfolders.

    For instance, we get a project for renovating 10 apartments. We call the project ABC apartments and under that we need to be able to create subfolders, one for each apartment so the pics and docs are easily separated.

    18 votes

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    3 comments  ·  Jobs  ·  Admin →
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  5. 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

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    7 comments  ·  Contacts  ·  Admin →
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  6. 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.

    4 votes

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    0 comments  ·  Fields  ·  Admin →
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  7. Bulk add jobs to all contacts

    Ability to Bulk add jobs to every contact or select contacts

    3 votes

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    Gathering Feedback  ·  1 comment  ·  Jobs  ·  Admin →
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  8. 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

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  9. More color options for boards

    Would like to add more color options to boards including white.

    4 votes

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    0 comments  ·  Boards  ·  Admin →
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  10. Update/Delete Default Fields

    Ability to change default fields

    22 votes

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    5 comments  ·  Fields  ·  Admin →
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  11. 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 votes

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    0 comments  ·  Boards  ·  Admin →
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  12. Old Boards

    I want the option to go back to the Old Boards again. I'm not happy with the New Boards

    8 votes

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    0 comments  ·  Boards  ·  Admin →
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  13. Attach Photos to Notes.

    The ability to attach photos to "Create Note" from the photo files.

    5 votes

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  14. Custom Field Filters on Boards.

    The ability to filter boards based on custom fields.

    6 votes

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    0 comments  ·  Boards  ·  Admin →
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  15. 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

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  16. Contact Custom Fields to be seen by Zapier

    Contact Custom Fields should be visible on Zapier.

    3 votes

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    0 comments  ·  Contacts  ·  Admin →
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  17. 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.

    4 votes

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    2 comments  ·  Contacts  ·  Admin →
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  18. 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

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  19. 4 votes

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  20. 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

    13 votes

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    0 comments  ·  Jobs  ·  Admin →
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