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JobNimbus Feedback

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Contacts & Jobs

50 results found

  1. Bulk/Batch Edit

    Have bulk (batch, mass) update and edit capabilities for contacts, jobs, etc.

    • Assign, un-assign, reassign team members
    • Change status of several items at once
    • Mark multiple tasks as complete
    • Tags
    72 votes

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    Viewed  ·  21 comments  ·  Contacts  ·  Admin →
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  2. Make customer addresses have a clickable link to a map

    It would be awesome if you could click on the customers address and be able to see their location through either google maps, bing or any Navigation Software.

    30 votes

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    1 comment  ·  Contacts  ·  Admin →
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  3. Ability to add more than one address per contact

    Ability to add more than one address per contact (so if they have multiple locations)

    29 votes

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    0 comments  ·  Contacts  ·  Admin →
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  4. Adding additional contact fields

    I very often have clients with multiple emails and contact information. Who doesn't have more than one email? I also have clients with multiple properties and one property is normally the billing address. We may be working on a different address for the property but need to send info to the billing address. I also have a couple clients that like to involve other family members for information. In one instance I am working on a daughters house and dad is the contact but not the owner. I have another with an elderly woman and I go through her daughter…

    21 votes

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    1 comment  ·  Contacts  ·  Admin →
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  5. Ability to Add Duplicate Names

    Can we override the duplicate names error? Maybe a check box or something that allows us to override the message.

    15 votes

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    6 comments  ·  Contacts  ·  Admin →
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  6. Import Contacts from iPhone, vCard, Contacts apps

    Self explanatory. Going through cdv?

    14 votes

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    2 comments  ·  Contacts  ·  Admin →
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    Update: You can almost always export your contacts from contact apps, even Mac contacts syncing with iPhone, etc into a CSV which you can then import into JobNimbus.

    We will continue to move towards these other contact import options going forward.
    -
    We’re planning to add them new fangled contact import integrations (Apple/iCloud, Google, etc.) in the future.

    I’ll let you know as we get closer, but we don’t have a date to announce at this time.

  7. allow customizing of contact information page.

    Be able to customize the contact information page, so each business can have the information that is pertinent to there business and in the most logical order.

    9 votes

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  8. Same Name

    I have 2 separate customers with the same first and last name. It won't let me add the second customer because it says I have a duplicate entry even though everything else is different. Please allow same Display names for contacts and jobs

    8 votes

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    0 comments  ·  Contacts  ·  Admin →
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  9. Connecting Work Orders with Their Subcontractors

    It would be very convenient if work orders assigned to subcontractors would appear in the work order tab on their contact page! It seems like the program used to do this, but doesn't anymore.

    8 votes

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    Viewed  ·  0 comments  ·  Contacts  ·  Admin →
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  10. Different Fields for Different Contacts

    Since Customers, Subcontractors, Suppliers, and Adjusters are all (for some reason) under the umbrella of "Contacts," we really need a way to keep our Custom Fields separated by Contact type.

    For example, I don't have any need to input a field for a Customer, when I am entering a new Supplier or Adjuster.

    7 votes

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    0 comments  ·  Contacts  ·  Admin →
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  11. Turn off drop downs/pop ups in new contacts

    When I am creating a NEW customer the drop downs/pop ups get in the way. Nothing I have entered before apply to NEW customers. We just got 300+ calls in a week and that slowed us down so much. When adding additional contacts I use duplicate and make changes. This works great. We tried turning off pop ups in web browser but that did not change the long pop up/drop down that gets in the way when you start to type a name or address or email.

    6 votes

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  12. Pinning notes- Document when a contact file is opened.

    A feature within JN that “pins” a note to the top of a Job/Contact file each time that contact file is opened

    6 votes

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    1 comment  ·  Contacts  ·  Admin →
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  13. 6 votes

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    0 comments  ·  Contacts  ·  Admin →
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  14. Enable entry of customers with the same name and not have to modify

    We live in an area where many people have the same name. This creates a lot of difficulty for us when creating a new contact. We have to modify and it causes reporting issues for us. It would be great to have an "override" button for these customers.

    6 votes

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    1 comment  ·  Contacts  ·  Admin →
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  15. Limited access on contacts

    We have third party departments who work within our CRM, however we are only wanting them to see contact information not edit or delete it. There should be an option on the access profile permissions to only allow them to see contacts, upload documents/photos, add notes without being able to change the status or edit the contact information. It would be even more helpful if they were able to add dates/input information in the customized contact fields without changing the standard contact fields (like name,address,phone number)

    5 votes

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    Viewed  ·  0 comments  ·  Contacts  ·  Admin →
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  16. A way to map or autopopulate data from custom contact fields to jobs

    I'd like to be able to autopopulate the data entered into custom contact fields to the same custom fields for jobs. If there could be a setting to allow the fields to be mapped or to transfer the data over that would be very helpful.

    5 votes

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    0 comments  ·  Contacts  ·  Admin →
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  17. Merged data in Contact/Jobs

    Intake, Contact & jobs should be combined data. Not entering the same information multiple times. When a contact comes up all the information is listed and jobs are listed underneath with the email and job nimbus correspondence. Multiple pages are not necessary and require additional work for the rep.

    4 votes

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    0 comments  ·  Contacts  ·  Admin →
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  18. Add checkbox next to phone # to indicate primary point of contact

    The customer would like a checkbox next to a phone number to indicate it is the primarily point of contact of their customer.

    4 votes

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    0 comments  ·  Contacts  ·  Admin →
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  19. Selective Merging

    Would like to be able to choose what info is merged from which contact.
    Context:
    2 of the same client with non-identical info - 1 has the phone #, the other has the email, preferred name on one profile, etc. Would like to pick what info is merged, Boolean style - this or that.
    Would make the merge capability much more effective and cut down on the amount of work to update the info with what doesn't get transferred.

    3 votes

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    0 comments  ·  Contacts  ·  Admin →
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  20. Ability to search from the list view in contacts and jobs

    Would like the ability to search jobs or contacts via a search bar. When clicking on the contacts or jobs icon at the top of the page and entering the list view it would be nice to have a search bar vs. having to click through multiple pages looking for that contact or job. The search bar at the top of the page is decent but pulls everything together.

    3 votes

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