Contacts & Jobs
303 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 -
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 -
Embedded Web Forms
Be able to embed a JN form to company website so if a prospective customer fills out the form, it will create a contact/job in JobNimbus.
2 votes -
Contacts with the same name in the new Jobs Experience
The original JN process to add a contact allowed you to have multiple people with the same name as long as you modified the "display name" was unique.
When JN first started rolling out the NEW Jobs Experience and modified the process where entering contact info was the first step in creating a new job record, the system would simply add a number "1" automatically to the display name if it matched an existing contact record. Not ideal but you could leave it or modify it after the fact. We always added the town/city to the end of the display…
2 votes -
Larger Font in New Jobs Experience
I understand the need to update the layout but there is a huge problem. The job title is so small I have had every one in my office ask where it was. Can this be enlarged? (See attachment, red highlighted area). The activity and size of the fonts is so small everyone is having problems with the readability of the system now which is a big problem if we are to continue to use this product.
2 votes -
Text Opt-Out Option in New Jobs Experience
I think that we need to have a text opt-out button when creating a new job with the new UI.
2 votes -
Show the Customer field name with a checkmark instead of true/falss on the cards
we use true/false customer fields to list what trades we are doing on a job so they show up at the top of the job description and at the top of the job sidebar. i see that you can reference these custom fields on the cards display on Boards, however when you select the items they show the boolean response (i.e true true false) instead up just listing which fields were marked true. it would help with the viewing experience of the carps if it showed the field name for the cards that are marked true, or even if it…
2 votes -
Private Notes Easily Identified in website
In the Activity Tab of a job, in the notes: If a note has been marked as "Private," the note in the web based version does not show any indication of that note being private (the phone based app does show these as private). The website version of JobNimbus needs this clarification as well. We currently have to click on "Edit" just to see that the note is or is not Private.
2 votes -
Organize Data By Address
We need a way to organize our data by address. A proposed way to do this while keeping the current system of organization, is to offer a 2nd way to view our data and even integrate it with 3rd parties (such as hail tracking programs): At the top where you have Home, Jobs, Calendar... there can be another header called Addresses. There, you can sort by any address field - Address line 1 or 2, City, Zip Code. You can drop down on each address to see the different jobs created at that address with the primary contact for the…
2 votes -
Non-US Date Layout on Signed Contracts
Even when selecting a country (and culture) outside the US and enabling international support, the date format on signed contracts is MM-DD-YY instead of DD-MM-YY, this is causing confusion with our insurance company that indemnifies our jobs.
2 votes -
creating contact
there is no diplay name edit option when creating a contact. unlike before. now you have to go to that chart you added an edit it from there
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 -
Additional Dynamic Fields for Jobs (Invoice Balance, Job Value, etc.)
Would like a way to easily see the job value and the balance of the job when you click into the job. I know we can set up the profit tracker but it would be very beneficial if in the details of the job we can put in the job value and balance.
2 votes
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