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Contacts & Jobs

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  1. Other Email, Phone, and Address Fields (e.g. billing) for Contacts

    Add more fields for additional phone, email, and physical addresses for contacts.

    I would like to have the ability to enter contacts home as well as their business addresses and emails. It could be a second contact address rather than marked as as a home address, This would mean for employees for instance you can write to them at their home address or have a second email address for a contact. This save having to set up two contacts for the same person and the confusion this causes.

    71 votes
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    Viewed  ·  36 comments  ·  Fields  ·  Flag idea as inappropriate…  ·  Admin →
  2. Allow Customization of Field Layout in Contacts, Jobs, Tasks

    Allow users to move the fields around (order of them) when adding, editing, and viewing Jobs and Contacts, and hide built-in fields that are not applicable to a specific workflow.

    This should be customizable per Workflow so that different Contact/Job types have different field requirements according to their needs.

    56 votes
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    16 comments  ·  Fields  ·  Flag idea as inappropriate…  ·  Admin →
  3. Phone Number field in Jobs

    When creating a jobs I would like a area to enter the persons phone number so it can appear on the top of the page when I am looking at the job. I don't want to click on contact to pull up a number.

    34 votes
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    4 comments  ·  Fields  ·  Flag idea as inappropriate…  ·  Admin →
  4. Option to make Built-In Fields Required/Mandatory (e.g. Lead Source)

    Really need to be able to require specific fields in the contact & job information, ESPECIALLY lead source.

    33 votes
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    Viewed  ·  12 comments  ·  Fields  ·  Flag idea as inappropriate…  ·  Admin →
  5. Second "primary contact" on the contact with additional phone number and email fields

    Second owner on the contact with additional phone number and email fields

    26 votes
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    Viewed  ·  4 comments  ·  Fields  ·  Flag idea as inappropriate…  ·  Admin →
  6. Contact field for multiple email address

    Some of our contacts have multiple emails. It would be helpful if there was an option to have multiple emails listed for a contact

    21 votes
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    Viewed  ·  1 comment  ·  Fields  ·  Flag idea as inappropriate…  ·  Admin →
  7. Custom Fields by Type (Contact, Job, WO)

    Custom fields should be linked to the contact type (the same should apply to job type, and WO Templates as well). This way we can have custom fields based on the contact type we are using. Instead of fields that aren't applicable to the contact type.

    20 votes
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    10 comments  ·  Fields  ·  Flag idea as inappropriate…  ·  Admin →
  8. Mailing address for Customers

    The street address isn't always the same at the mailing address. We have several customers that have PO Box delivery or own rental properties. In such cases we need to be able to enter the work site address as well as the mailing address.

    17 votes
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    Viewed  ·  5 comments  ·  Fields  ·  Flag idea as inappropriate…  ·  Admin →
  9. Conditional Field for Contacts and Jobs

    The Job and Contact pages can be too long, especially with custom fields. It would be great to have conditional fields that only show based on previous selections.

    Example: If there is an Insurance Company listed, show insurance fields. If there is no Insurance Company listed hide insurance fields.

    16 votes
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    Viewed  ·  0 comments  ·  Fields  ·  Flag idea as inappropriate…  ·  Admin →
  10. Custom Fields specific to Workflow Type

    It would be nice if they could have custom fields only visible if you select a specific workflow type. Like Insurance information only will show on a contact/job to be filled in if you use the Insurance Workflow

    13 votes
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    1 comment  ·  Fields  ·  Flag idea as inappropriate…  ·  Admin →
  11. Auto-Complete for Address Fields (Google Maps sourced suggestions)

    I know I've used other programs with it already but like when you start to type the street address in it has a drop down of suggestions of addresses (I assume pulled from Google) . for example. I create a contact, go down to start putting their address in "123 e. mai" and a drop down would pop down with "123 e main st, columbus ohio 43214" and with additional suggestions starting with what I have typed in.

    12 votes
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    Viewed  ·  1 comment  ·  Fields  ·  Flag idea as inappropriate…  ·  Admin →
  12. Customer/Job number in Display Name

    There needs to be an option in General settings: Advanced options to add the customer or job number to the display name. I manually added ALL CUSTOMER NUMBERS to the display name, but in the future, this could be a make or break situation with this CRM. Also, it would eliminate the "duplicate" name situation as all names would have a unique number next to it.

    7 votes
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    0 comments  ·  Fields  ·  Flag idea as inappropriate…  ·  Admin →
  13. More than 35 options available for Options List custom field

    I need more than 35 text and options list in Custom Fields. I have important information that needs to be conveyed to everyone. Preferably I should have unlimited text and options lists.

    6 votes
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    2 comments  ·  Fields  ·  Flag idea as inappropriate…  ·  Admin →

    Thanks for your submission! Could you let us know a couple of examples of info that you’d like to enter here but can’t fully because of the current limit? Also, if you could provide an estimate of how many fields, besides unlimited :), would meet your needs?

    Let us know and we’ll see what we can do. Thanks!

  14. no job field limit

    Under "Job FIelds", we have Tile Colors as a "Field Name" Options List, and are only allowed 50 options. Tile comes in many brands and colors, and 50 isn't enough! Would like a limitless option of names we can enter.

    5 votes
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    0 comments  ·  Fields  ·  Flag idea as inappropriate…  ·  Admin →
  15. Contact fields that could be programed as a dropdown field.

    For example I want to make a color selection document, I would have the field OC Duration Shingle then the drop down would have all the colors listed and I could select the one thew customer picked...

    4 votes
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    0 comments  ·  Fields  ·  Flag idea as inappropriate…  ·  Admin →
  16. Field for job address

    It would be nice to have a different field for job address. We work for contractors that are always doing different projects as different addresses.

    4 votes
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    0 comments  ·  Fields  ·  Flag idea as inappropriate…  ·  Admin →
  17. the ability to automatically include the job number in a document number

    I would like for invoices, documents, work orders, etc to have the job number appended at the end - for example, Work Order# 1234-5678, where 1234 is the work order number, and 5678 is the job number that work order is associated with.

    4 votes
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    0 comments  ·  Fields  ·  Flag idea as inappropriate…  ·  Admin →
  18. the option to edit the job fields in place

    We have added many addition custom fields to our jobs. Some fields are altered in different phases of the job process. It would be helpful to be able to edit those field directly without have to go to edit for each job each time a change is needed. Some fields are as simple as True/False or Setting a date.

    4 votes
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    0 comments  ·  Fields  ·  Flag idea as inappropriate…  ·  Admin →

    Thanks for your suggestion! Could you give me a couple of specific fields you’re thinking of and the circumstances around them being changed during the process? I want to make sure I’m understanding fully so we can provide the best possible solution.

    Thank you!

  19. Separate Start Date and Due Date built-in fields

    I would like to be able to track when we start work on a job by entering a start date and then separately enter a due date. My current workaround is to create my own fields for this.

    Currently, JN built in start date is considered also a due date and appears red if the date is past. Having these two names mean the same thing makes absolutely no sense to me for a project can start on one date and by due on a different date.

    To me, a start date is a date you would start working on…

    4 votes
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    Viewed  ·  0 comments  ·  Fields  ·  Flag idea as inappropriate…  ·  Admin →
  20. Multi-Select Dropdown Option Field Type

    I love the new "Option" Field in JN, however, I would like to see another field or an option when creating this field to allow users to select as many as they want from the dropdown.

    My current work around is to create two or more separate Option fields. It is a little overwhelming though how long the "Edit Job" or "Edit Contact" screen appears when you have so many fields added to it, especially when it could be condensed by allowing this suggestion of a "Check all that apply" type field to be added.

    4 votes
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    Viewed  ·  0 comments  ·  Fields  ·  Flag idea as inappropriate…  ·  Admin →
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