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Contacts & Jobs

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35 results found

  1. 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.

    172 votes

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    37 comments  ·  Fields  ·  Admin →
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    Good 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.

  2. 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.

    160 votes

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    Planned  ·  46 comments  ·  Fields  ·  Admin →
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  3. 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.

    97 votes

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    23 comments  ·  Fields  ·  Admin →
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  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.

    87 votes

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  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

    44 votes

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  6. 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.

    34 votes

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    13 comments  ·  Fields  ·  Admin →
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  7. 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.

    30 votes

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    Viewed  ·  2 comments  ·  Fields  ·  Admin →
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  8. 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

    24 votes

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    3 comments  ·  Fields  ·  Admin →
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  9. Ability to change default fields

    Ability to change default fields

    18 votes

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    4 comments  ·  Fields  ·  Admin →
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  10. 14 votes

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    3 comments  ·  Fields  ·  Admin →
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  11. 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

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    0 comments  ·  Fields  ·  Admin →
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  12. DIFFERENT CONTACT TYPES, DIFFERENT CUSTOM CONTACT FIELDS

    Our company's custom contact types are:
    Customer (default), Builder, Remodeler, Subcontractor, Vendor, Vendor Inside Rep, Admin, etc.

    We built custom job workflows for the jobs under each contact type.

    We need different custom fields for each type. Currently, JN does not offer that.

    11 votes

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    1 comment  ·  Fields  ·  Admin →
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  13. Automated Custom Fields

    Create a way for certain contact/job custom fields to populate data based on information that is filled in other fields

    10 votes

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    0 comments  ·  Fields  ·  Admin →
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  14. 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.

    10 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!

  15. 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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  16. 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.

    9 votes

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    1 comment  ·  Fields  ·  Admin →
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  17. 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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  18. 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.

    8 votes

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    2 comments  ·  Fields  ·  Admin →
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  19. Add secondary name fields under contact

    Include a secondary contact name field when creating new contacts. Instead of creating a new related contact.

    6 votes

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    0 comments  ·  Fields  ·  Admin →
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  20. Do not display unused fields when printing Contact

    I only want to print contact Info and all of the fields' headings appear even when I uncheck the job and tasks and attachments.

    6 votes

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    0 comments  ·  Fields  ·  Admin →
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