Contacts & Jobs
261 results found
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Pin job description to top of page
Option to pin the Job Description box to the top of page when scrolling
3 votesAdded to the Jobs v2 sidebar. will be rolling out to all users this year.
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Additional filtering options and bulk edit from contact list view
I'd like to treat the Contacts more like a standard CRM that we can filter, then bulk edit rather than having to create a report to bulk edit that will end up being removed immediately after anyway.
3 votes -
Have boards show email notifications on the cards
When you are looking at boards, it would be nice to have a notification pop up that an email has been received from the contact to better engage on replying back to the client.
3 votes -
Bulk edit notes
Ability to bulk edit notes, currently we can only bulk delete notes
3 votes -
Contact Custom Fields to be seen by Zapier
Contact Custom Fields should be visible on Zapier.
3 votes -
Notes counting as a "Update" to a contact/Job
Notes will trigger activities as a update to the contact or Job . This allows features like automations to trigger off notes as well
3 votes -
Custom field for URLs on Jobs
Make it so we can create our own fields where we can put a website URL.
3 votes -
Lead Importance with Color Coding
Ability to add an urgency notification that we color code (Urgent - Red) to jobs so the PM's know that the customer needs to be called back immediately.
3 votes -
Customize "Sales Rep" Field Name
The ability to customize and change the field name "Sales Rep" to "Solar Consultant"
3 votes -
ADD LEAD SOURCE TO CONTACTS ON JOBV2
On the new "job experience" Lead Source is ONLY on Jobs not on Contacts. Need this on Contacts levels. Also must be able to run reports on Lead sources to track our lead flow.
2 votes -
Custom decimal field options to disable auto rounding
When you create a custom decimal field, there is a hard limit that the system will round to. Currently, anything beyond the hundredths place will be rounded, and there is no way to disable that.
2 votes -
Allow the user to set the preferred default drop-down option when viewing the activity page.
Every time you view activity, it defaults to User Created. Being able to set what the default option is.
2 votes -
Notes - Sub Notes
We use notes as a means for updates on the job. Instead of creating an entirely new note to acknowledge a note that I am tagged in (or anyone else on the team) that is populated above the previous note - having a sub note feature would be super useful and keep the notes section way more organized & clean
2 votes -
Notes - Sub Notes
We use notes as a means for updates on the job. Instead of creating an entirely new note to acknowledge a note that I am tagged in (or anyone else on the team) that is populated above the previous note - having a sub note feature would be super useful and keep the notes section way more organized & clean
2 votes -
becky@redmondroofing.com
I’m getting complaints from my estimators about creating a contact through the “add job”. When you create a contact leading into a job I have 4 complaints: Phone number is a required field, email is a required field, the zip code doesn’t auto fill the city, and the state is a drop down selection requiring a break in flow when it should/could default to Washington. I know you can easily change this because none of these are the case when you “add contact”. I want “create new contact” when creating a job to be the same as when you just…
2 votes -
Allow users to set tagging as a required field for a job
Allow a user to set the tagging field as a required field to enter information to.
2 votes -
Being able to choose what contact information is populated in a NSE estimate
The issue we ran into is they had an old sales user who was no longer an active user and was replaced recently, and it took the system a second to refresh the contact information automatically populated on the estimate. It would be nice if there was simply a drop-down to select which user you would like to populate their contact information on the estimate.
2 votes -
Job view - customization of job creation
when creating a new job a lot of necessary fields and custom fields are not showing up. Is there a chance we can get a feature that lets us customize the job view depending on our necessities?
2 votes -
Request for a link when in a contact to click back to the Status
Request for a link when in a contact to click back to the Status. For example, we’ll be working on contacts inside of a certain status, and we need to click back to that status, but the only option is “Go to board” which resets our progress and we have to click a couple more times.
2 votes -
All Automated Engage Activity Displays under Contact
When utilizing an automation to send an Engage message, the information will only log on the primary contact when the trigger record is a Task, Job, or Contact trigger.
This feature is absent when utilizing an automation that triggers from an Invoice, Estimate, Material Order, or Work Order and can only fully be viewed when reviewing the Engage conversation.I would like the ability to see all my Engage activity on the primary contact record as this is the source of the phone number and the activity is logged here when an Email communication is sent.
2 votes
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