Contacts & Jobs
318 results found
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In boards, sort cards in columns with subheadings using tags
In Boards- Have the ability to organize cards inside the columns with subheadings.
Create more ways to sort the cards inside columns. Would like to add a filter for tags in these columns.13 votes -
Create SubFolders for Jobs
It would be great if we could create subfolders under jobs so that photos and documents can be placed in each of the subfolders.
For instance, we get a project for renovating 10 apartments. We call the project ABC apartments and under that we need to be able to create subfolders, one for each apartment so the pics and docs are easily separated.
13 votes -
Email field for Job
Have the Job template information to include email. That way when an automation is trigger it will send to that email that is associated to the job as well as related contacts
13 votes -
Have multiple Sales Reps linked to a Contact/Job record
Sometimes there will be split deals where there are multiple Sales Reps for one job. Currently, only one Sales Rep can be linked to a Contact or Job.
13 votes -
'Records Per Page' Setting in Contacts/Jobs List View
When viewing the list of jobs on the jobs database, it only displays 10 at a time. I see there is a place to customize the "list" however it doesn't give me the option to choose how many are displayed. I'd like to have the option on here to adjust the number of jobs displayed just like we can in reports.
13 votes -
Pin important notes and details to the top of contact activity
Have the ability to mark a note or activity to pin so that the relevant information stays at the top of all the notes to help with customer experience and transfer of project between departments.
12 votes -
When configured to use jobs, limit what entities can be attached to a customer
We need the option to disallow creating, financials, attachments, etc when JobNimbus is configured to use Jobs.
When a customer record is selected, it should only show the list of jobs related to the customer and have the ability to create a new job.
We often have salesmen attach documents and financial info the the customer record instead of the appropriate Job. You can't move them, so it is delete and redo.
12 votes -
Board Card Assignments - Sales rep, Production Person, etc.
It would be nice to have the ability to select which nimbus user account is displayed on the boards within a category. Under say our estimated category I'd like to have it show me the salesperson who is assinged to that contact, but under the scheudled jobs category I'd like to see which crew is assigned to that job.
11 votes -
Pull Job costs into JobNimbus from Quickbooks
I have reps that want to view their job costs all the time, and this is an incredibly useful feature in Acculynx that JobNimbus is missing. Being able to look at a Job costs tab would be awesome!
11 votes -
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 -
A place to identify a project manager, as the main assignee to the project.
A place to identify a project manager, as the main assignee to the project. Like the Salesman, and Subcontractors are on assigned.
Looking for a way to assign a "User" as the main manager and internal contact for a project, and the salesman are typically not project managers. This will help internally with identify employees to the correct person to followup with on a particular project.
10 votes -
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.
10 votes -
Need fields for Bill To Address and Job Address - they are often not the same
We need a Bill To Address and a Job Address as separate options since those addresses are many times different when dealing with a Commercial entities that are doing work for homeowners.
10 votes -
DIFFERENT CONTACT TYPES, DIFFERENT CUSTOM CONTACT FIELDS
Our company's custom contact types are:
Customer (default), Builder, Remodeler, Subcontractor, Vendor, Vendor Inside Rep, Admin, etc.We built custom job workflows for the jobs under each contact type.
We need different custom fields for each type. Currently, JN does not offer that.
10 votes -
Keep Pictures in order
The pictures need to be able to move around and put in a certain order. As a veteran adjuster most adjusters put pictures in a certain order. Front elevation, right elevation, rear elevation, left elevation, roof, interior. This will make every file the same and can send pictures to adjusters and they can follow much easier.
10 votes -
Automated Custom Fields
Create a way for certain contact/job custom fields to populate data based on information that is filled in other fields
10 votes -
click on address on profile card and a new window opens showing on Google maps (web browser version)
using web version - click on address in either profile card or job task and a new window opens to Google maps. Acculynx has this feature and it is awesome.
10 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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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
9 votes
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