Contacts & Jobs
261 results found
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Date created
I would like to be able to include the date a contact was created on the card in boards not just the date the status was changed. I want to know how long that lead has been in my system not just the date it was reset to a new status.
2 votes -
Insurance Claims Information
Add fields to job type Insurance Claim-Adjuster name, phone number, email, Ins carrier, Ins Agent contact info, claim #
2 votes -
undo
Add an "undo" button for the job boards. Sometimes when viewing the boards you can accidentally move a job to a different status which may trigger automations, and then when you move it back it may re-trigger old automations. Big uh-oh - but not with an undo button.
2 votes -
It would make more sense if the gate code field populated in the Job if it was already inserted in the Contact.
It would make more sense if the gate code field populated in the Job if it was already inserted in the Contact.
2 votes -
Territory map for sales reps
Some kind of mapping feature for sales reps territories
2 votes -
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 -
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 -
2 votes
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Assign multiple reps to contacts automatically
Be able to choose multiple users that will be assigned to a new contact automatically.
Assign all past contacts in the system to multiple users using batch (bulk edit) instead of doing one at a time
2 votes -
Show Contacts in sidebar in Board view
In the boards, when you click into a contact/job it takes you directly into that file. Logo would like: If you click on the contact, their file just pops out to the side, but keeping you within that board. So logo can quickly move on to another contact/job. They don't want to have to click the "Back to board" button and then have to scroll over to find the column they were working in
2 votesThis is in the works now, but will require time to fully build out and migrate users.
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Subfolders
Would like to create subfolders to separate out our different type of customers or subcontractors. The list can get very long with all of our customers and subcontractors that we have added.
1 vote -
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
1 vote -
Warning for moving a job to a status that triggers an automation
When moving a job to a status that will trigger an automation, a warning pop-up would be nice, just in case a user accidentally selects the wrong status.
1 vote -
make the unique identifier the client # NOT the first and last name
the unique identifier for a client should NEVER be first and last name - it should be the assigned client ID#. we gave several clients with the SAME NAME - the system forces you to add a character to make it slightly different- problem being is it shows up that way in all the templates, emails, documents etc. in a database the unique identifier should NEVER be first and last name - always something more specific like the client id # - This is a constant issue for our office with 2 clients with same name that i deal with…
1 vote -
auto fill address
Please for the love of God AUTO FILL THE ADDRESS. You said that it was on your to-do list 2 years ago. It is now 2025 and we still cant auto fill address's. It can't be that hard. please auto fill customer address's.
1 vote -
status restriction
statuses that roles are not assigned to should not be able to pull jobs out of and put in other statuses. If we can limit their ability to move a job to a certain status. We want to be able to limit their ability to move the job out as well.
1 vote -
Referral
I would like when I select referral for lead source that it gives me another drop down to connect a contact to this referral. At that point I should be able to create a new contact if need be or link it to a contact already in the system. Then from that I would like a KPI in the contact so when I go look at that contact I can see "referred jobs" and their status - closed won, lost, waiting for payment, whatever it may be. This would give me great tracking ability on whos referring who and if…
1 vote -
Give Lower Level Users Permission To Delete ONLY Notes
Currently needing to give me team the ability to destroy our whole system, when all we need to do is clear up a mistake in the notes of a contact. Please allow for Delete Note to be available outside of an admin level permission. Thank you
1 vote -
Make Contact Photo Better on Desktop
Make the contact photo larger and more clear on desktop view.
1 vote -
Autofill sales rep & assigned to in v2 of jobs
Currently the fields show up blank. It should be fairly straightforward to make them default to the rep creating the job
1 vote
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