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JobNimbus Feedback

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Contacts & Jobs

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9 results found

  1. 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.

    147 votes

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    45 comments  ·  Fields  ·  Admin →
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  2. 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.

    41 votes

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    Viewed  ·  5 comments  ·  Fields  ·  Admin →
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  3. 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.

    12 votes

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    3 comments  ·  Fields  ·  Admin →
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    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!

  4. 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.

    10 votes

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    Viewed  ·  1 comment  ·  Fields  ·  Admin →
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  5. 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

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    Viewed  ·  1 comment  ·  Fields  ·  Admin →
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  6. 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

    5 votes

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    Viewed  ·  0 comments  ·  Fields  ·  Admin →
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  7. Add hyperlinks to Custom Job fields

    Add hyperlinks to custom Job fields to link outside website or sharing directly into the customer information.

    5 votes

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    Viewed  ·  1 comment  ·  Fields  ·  Admin →
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  8. Add Phone & Email as Contact/Job Field Types

    The phone field should have the same () _-______ x_____ layout that JN's built in phone field has to create standardization of incoming data, and both should be hyperlinked.

    4 votes

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    Viewed  ·  0 comments  ·  Fields  ·  Admin →
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  9. Make assigned to a drop down

    I would like the assigned to field to be a drop down just like the sales rep field so you don't have to type a name.

    3 votes

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