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JobNimbus Feedback

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Contacts & Jobs

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34 results found

  1. Quick Actions for Board Cards

    When updating cards on the job boards, it would be immensely helpful to have a few quick actions available if you right-click on the card. Some ideas would be:
    1. Edit Start/end date.
    2. Move to - [choose status] - for some of our longer boards it would alleviate the scrolling to the appropriate list.
    3. Mark Subcontractor/Crew as Complete - allow us to mark a sub as complete to help with progress tracking. This feature could put a line through the subcontractor circle, bonus points if we can add the date it was completed!
    4. Make a note: It…

    38 votes

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  2. Change the colors of cards in board view.

    We'd like to have some more functionality for customizing the colors of the cards or fonts in board view.

    25 votes

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    0 comments  ·  Boards  ·  Admin →
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  3. Duplicate/Clone a Board

    I would like to be able to duplicate/clone an existing Board rather than having to manually create it again.

    18 votes

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  4. Save screen position when using "Back to Board" link

    It would be more beneficial if Jobnimbus kept track of the position you were in, on the previous screen. When using the "Back to Board" link on the to left. Instead it just works to reload the entire board.

    15 votes

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  5. 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.

    13 votes

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  6. Board Card Assignments - Sales rep, Production Person, etc.

    It would be nice to have the ability to select which nimbus user account is displayed on the boards within a category. Under say our estimated category I'd like to have it show me the salesperson who is assinged to that contact, but under the scheudled jobs category I'd like to see which crew is assigned to that job.

    13 votes

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    4 comments  ·  Boards  ·  Admin →
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  7. Unread Email indicator on Board Cards

    When someone emails you to jobnimbus directly the person file should be highlighted until open

    11 votes

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    Viewed  ·  2 comments  ·  Boards  ·  Admin →
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  8. Customize assignee initials on contact cards

    Ability to pick whose initials show up as the main assignee on contact cards on boards

    8 votes

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    1 comment  ·  Boards  ·  Admin →
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  9. Body of card customization increase

    We need to have a couple more lines for the body of the cards. We cannot fit all the data we need to see on the 3 lines provided.

    8 votes

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    Viewed  ·  0 comments  ·  Boards  ·  Admin →
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  10. 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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  11. Icon of Sales Rep on Boards

    I want the icon displayed on the boards to show the sales rep initials rather than the "assigned to" initials.

    6 votes

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  12. Board card cusomizations

    Add primary contact email to job board cards

    6 votes

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    1 comment  ·  Boards  ·  Admin →
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  13. Automatically create a board when a new workflow is made

    When we create a workflow we would like the option for a board to be automatically created.

    6 votes

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    0 comments  ·  Boards  ·  Admin →
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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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  15. Subcontractor Field on Cards in the Board View

    With the newly-added ability to add more information to the cards in the board view, we would like to be able to add the "subcontractor" field as well to see the info at first glance

    6 votes

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  16. move between contacts on the board without going back to the board

    Have the ability to scroll through contacts on the board without having to go back to the board. Something similar to the "next" button or "previous" button on Craigslist or Google photos. So if I am on the leads board and in a contact I can go to the next contact on that board without having to go back out to the board.

    6 votes

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  17. The ability to show job/contact description on the board

    A way to view the description of a job/contact on the board view.

    6 votes

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    1 comment  ·  Boards  ·  Admin →
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  18. Customize Contact Boards

    It would be great if you could customize the colors and order of each contact board specifically to each user, rather than have it change for the entire team.

    5 votes

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  19. Customize Board Column Width

    I would like to be able to make board columns wider, if needed.

    4 votes

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    1 comment  ·  Boards  ·  Admin →
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  20. Total Amount paid on boards

    I would like to include the invoice amount paid in the column header on boards

    4 votes

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