Contacts & Jobs
38 results found
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Job Merging
Create a way to merge two Jobs together.
11 votes -
Unread Email indicator on Board Cards
When someone emails you to jobnimbus directly the person file should be highlighted until open
11 votes -
More than 35 options available for Options List custom field
I need more than 35 text and options list in Custom Fields. I have important information that needs to be conveyed to everyone. Preferably I should have unlimited text and options lists.
10 votesThanks for your submission! Could you let us know a couple of examples of info that you’d like to enter here but can’t fully because of the current limit? Also, if you could provide an estimate of how many fields, besides unlimited :), would meet your needs?
Let us know and we’ll see what we can do. Thanks!
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Multi-Select Dropdown Option Field Type
I love the new "Option" Field in JN, however, I would like to see another field or an option when creating this field to allow users to select as many as they want from the dropdown.
My current work around is to create two or more separate Option fields. It is a little overwhelming though how long the "Edit Job" or "Edit Contact" screen appears when you have so many fields added to it, especially when it could be condensed by allowing this suggestion of a "Check all that apply" type field to be added.
10 votes -
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.
9 votes -
Referral Name Textbox for Lead Sources
I would like the lead source option "Other" to give sales reps a field to enter a name. Currently I have a custom field for "Referral Name," but I have to run two separate reports (built-in and custom) to get a detailed view of my lead sources.
9 votes -
Way to Prevent Adding Items to Contacts when Jobs are Enabled
We use jobs and have all records contained within jobs. It would be great if, when jobs are activated, there would be a pop-up saying "Are you sure you want to record this estimate/invoice etc. under the Contact?" or some other fail-safe as a visual reminder for our users. Alternatively, being able to move a recorded estimate/invoice from the Contact level to the Job level would also suffice.
9 votes -
Body of card customization increase
We need to have a couple more lines for the body of the cards. We cannot fit all the data we need to see on the 3 lines provided.
8 votes -
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)
6 votes -
Default "Shadow Text" in Fields
Allow admin to create a default light colored "shadow text" that populates in fields to suggest the information or format that should be input.
Example: a Job is asked to be entered as CUSTOMERLASTNAME-REPINITIALMMYY DOE-MA0222
5 votes -
Multiple Statuses for Jobs/Contacts
For example, if we collected a payment, while waiting on status of an inspection, I would like to have 2 statuses active showing that we did collect the payment, and that we are still waiting on inspection.
5 votes -
Boards Horizontal Scrolling
In the Board view, which let's be honest, is the best part about JobNimbus, it would be super beneficial to be able to scroll horizontally with our mouse wheel.
The Board is wider than it is tall, and I feel this would be a massive improvement over trying to grab that tiny little scroll bar at the bottom.4 votes -
Add Phone & Email as Contact/Job Field Types
The phone field should have the same () _-______ x_____ layout that JN's built in phone field has to create standardization of incoming data, and both should be hyperlinked.
4 votes -
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 -
Make assigned to a drop down
I would like the assigned to field to be a drop down just like the sales rep field so you don't have to type a name.
3 votes -
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 -
Add hyperlinks to Custom Job fields
Add hyperlinks to custom Job fields to link outside website or sharing directly into the customer information.
3 votes -
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
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