Contacts & Jobs
41 results found
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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.
180 votesGood news! We are planning to improve this functionality in an upcoming release. Phone numbers (and other contact information) from the related Contacts will be displayed prominently on the Job view screen. This will mean you no longer have to click into the Contact from the Job to find the phone number or email address.
We expect this update to release in the next 30 days.
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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.
167 votes -
Custom Fields based on Workflow 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.
151 votesWe love this idea.
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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.
100 votes -
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
48 votes -
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.
44 votes -
Add Multiple Email Fields for More than Just the Contact
I'd like to "share" a file with someone else, but there is only 1 email address that can be assigned with a particular contact. For example an appraiser, public adjuster or attorney. Or for example I'd like to email State Farm and invoice or permit receipt, but have to manually enter the email address each time.
29 votes -
Update/Delete Default Fields
Ability to change default fields
25 votes -
16 votes
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Have multiple Sales Reps linked to a Contact/Job record
Sometimes there will be split deals where there are multiple Sales Reps for one job. Currently, only one Sales Rep can be linked to a Contact or Job.
14 votes -
Increase Custom Field Option List Capacity
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.
14 votesThanks 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!
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Custom Equations for Custom Fields
We use custom fields to track RCV, ACV, Deposits, Debits, and more. We would liek to create another field that can create an equations. For example, RCV - ACV - Deposits = Outstanding Balance.
12 votes -
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.
12 votes -
Add Sections to Job Fields
It would be nice to have the ability to add a section header to the Job Fields. This would give them a space between to categorize information together. There is a lot of information we can input and being able to break it apart into groups of information would make it easier to organize. For example, a section header that says Insurance Information with all the fields related underneath like Insurance Company, Policy #, Claim #, ACV, Deposit, RCV etc.
11 votes -
Referral Name Textbox for Lead Sources
I would like the lead source option "Other" to give sales reps a field to enter a name. Currently I have a custom field for "Referral Name," but I have to run two separate reports (built-in and custom) to get a detailed view of my lead sources.
9 votes -
Custom Dropdown that lets you pick from contacts just like Assigned To and Sales Rep
We have more than five use cases for this feature (only the ones I think most contractors could benefit from are here):
Project Manager
Customer Service Manager
Quality Control Rep
CanvasserMake a feature where we can create custom fields that allow you to select contacts, users, and subcontractors. Maybe three different Custom Dropdown field types that isolate to each so picking isn't too cumbersome?
I hate having to populate the dropdown each time a head changes.
This would tie contact records together with more meaning than the general fields provide:
-Related Contact - How is it related?
-Subcontractor -…7 votes -
Add secondary name fields under contact
Include a secondary contact name field when creating new contacts. Instead of creating a new related contact.
7 votes -
Required Field When Moving a Job to Lost
When changing the status of a job to Lost, I would like a way to require it to give a reason why from a predetermined drop-down list.
6 votes -
Default "Shadow Text" in Fields
Allow admin to create a default light colored "shadow text" that populates in fields to suggest the information or format that should be input.
Example: a Job is asked to be entered as CUSTOMERLASTNAME-REPINITIALMMYY DOE-MA0222
6 votes -
Add hyperlinks to Custom Job fields
Add hyperlinks to custom Job fields to link outside website or sharing directly into the customer information.
6 votes
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