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JobNimbus Feedback

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Contacts & Jobs

18 results found

  1. Pin important Notes to top of activity

    It would be nice to be able to flag or pin important notes that would stay at the top of the activity so important items do not get buried

    85 votes

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    Great idea! Thank you for your suggestion.

    The “Description” field on Contacts and Jobs is sometimes used as a “permanent note” that always stays at the top, but your idea will be great to have alongside that to make notes more dynamic and useful.

  2. Activity Default to "All" instead of "User Created"

    We would prefer if the activity for a job populated to "All" instead of "User Created" (or make a setting to change in back end) because we have to change it every time to get "all" the information for a job; thus, defaulting to show you/us everything relevant, instead of only the user created items.

    28 votes

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  3. Formatting for Notes Text

    Bold, Italic, Underline, color, etc.

    It would be nice to be able to bold or change the color of text in notes to make them stand out

    26 votes

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    Viewed  ·  6 comments  ·  Activity & Notes  ·  Admin →
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  4. Activity should include Automation events, notifications

    We have automated notifications that are emailed to our clients. The System created activities should include copies of those emails send out or at least a note that it was done

    17 votes

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    Viewed  ·  3 comments  ·  Activity & Notes  ·  Admin →
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  5. Ability to change activity default view

    Add ability to change activity default view and have it be sticky so that it stays when you leave the page.

    8 votes

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  6. The ability to restore deleted notes

    The ability to restore deleted notes

    5 votes

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  7. Attach Photos to Notes.

    The ability to attach photos to "Create Note" from the photo files.

    5 votes

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  8. Backdate Stage Dates on Insights

    I would like to be able to manually change the stage date shown on Insights.

    4 votes

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  9. Activity Filter options

    I'd like to have an option to choose my default filter for the Activity view.

    4 votes

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  10. Search function with notes

    I would like to be able to have a search function that will scan all notes entered on a contact/job and find keywords entered in those notes.

    4 votes

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  11. Task notes to contact activity

    Notes that entered in tasks & subtasks mirror to the contact activity; with the ability to apply the search/related filters to these notes as well.

    For example:
    If I wanted to find all of the install task related notes on a contact, I could search in that contact's activity for all related to task notes for "install"

    4 votes

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  12. Notify salesperson when they are removed from contact or job

    When a person is removed or changed from a contact or job they should be notified of the change so things don't slip through the cracks.

    4 votes

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    Viewed  ·  0 comments  ·  Activity & Notes  ·  Admin →
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  13. Hyperlinking phone numbers in notes

    We would like to request that when a note is made with a phone number in the app that it would hyperlink so that you can call someone directly from the note while remaining in the app. We will not always need that secondary contact person to be a 'related' contact, so adding in their number to the notes usually makes the most sense.

    3 votes

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  14. Notes on Financials Show on Activity

    I'd like the notes that are left on financials, tasks, & work orders to also show on the main activity feed instead of having to toggle to the specified record to view the note.

    3 votes

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  15. full calendar in app

    Im trying to figure out why the feature of seeing all team members calendars was not implemented in the new app?? My sales people need to be able to click and see our site assessors calendar without pulling up the desktop site (because guess what the desktop site is definitely not app product friendly, it is so glitchy!) please add that option as wells as the boards option to the new app otherwise its useless to our company.

    3 votes

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  16. Bulk edit notes

    Ability to bulk edit notes, currently we can only bulk delete notes

    3 votes

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  17. Add a label to indicate whether a note/attachment is private

    I would like some type of label included on private notes/attachments so I indicate that setting on the activity feed without having to edit

    2 votes

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  18. Track time last communication sent to customer

    I would like to track the last time contact was made with a customer. Similar to how "days in status" is tracked

    2 votes

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