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Contacts & Jobs

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310 results found

  1. 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

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    Viewed  ·  3 comments  ·  Admin →
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  2. Ability to change activity default view

    Add ability to change activity default view and have it be sticky so that it stays when you leave the page.

    8 votes

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  3. 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

    8 votes

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    0 comments  ·  Contacts  ·  Admin →
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  4. Old Boards

    I want the option to go back to the Old Boards again. I'm not happy with the New Boards

    8 votes

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    0 comments  ·  Boards  ·  Admin →
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  5. Option to prevent task assignees from being automatically assigned to the parent contact record

    Option to prevent task assignees from being automatically assigned to the parent contact record.

    8 votes

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  6. 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.

    8 votes

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    Viewed  ·  0 comments  ·  Contacts  ·  Admin →
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  7. 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.

    8 votes

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    Viewed  ·  0 comments  ·  Fields  ·  Admin →
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  8. Add Sections to Job Fields

    It would be nice to have the ability to add a section header to the Job Fields. This would give them a space between to categorize information together. There is a lot of information we can input and being able to break it apart into groups of information would make it easier to organize. For example, a section header that says Insurance Information with all the fields related underneath like Insurance Company, Policy #, Claim #, ACV, Deposit, RCV etc.

    7 votes

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    2 comments  ·  Fields  ·  Admin →
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  9. Relate jobs, not just contacts

    We work with builders (contacts) and each project is broken down into subcategories of job type because the commission for each job is different. We relate our builder contact to our jobs but we are unable to relate the sub-categories of jobs together. We want to be able to keep all the information of the overall project in one place rather than trying to sift through the innumerable jobs connected to our 'builder' contact.

    7 votes

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  10. 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.

    7 votes

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    Viewed  ·  0 comments  ·  Boards  ·  Admin →
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  11. Days since last contact

    It would be very advantageous to have a Days Since Last Contact displayed on a job. That way any sales manager does not need to go into a job to look for the last email, text, or call made. It could simply be displayed on the job card or below the days in status stat. Having something stay in a status for a longer period of time is ok as long as a sales person is staying in touch with the homeowner or business owner. But right now I can't really track that stat and can't find a good way…

    7 votes

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    0 comments  ·  Jobs  ·  Admin →
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  12. Ability to rearrange or move the tabs under a Job/Contact

    I would like the ability to rearrange the tabs under Jobs/Contacts. The first tab that you see is Activity as a default, but I want to see Job Tasks first. If we could move all of the tabs around to be in order of importance for us, that would be great.

    7 votes

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    0 comments  ·  Jobs  ·  Admin →
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  13. 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.

    7 votes

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    Viewed  ·  0 comments  ·  Fields  ·  Admin →
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  14. Different Fields for Different Contacts

    Since Customers, Subcontractors, Suppliers, and Adjusters are all (for some reason) under the umbrella of "Contacts," we really need a way to keep our Custom Fields separated by Contact type.

    For example, I don't have any need to input a field for a Customer, when I am entering a new Supplier or Adjuster.

    7 votes

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    0 comments  ·  Contacts  ·  Admin →
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  15. Use other Template Fields on Board Cards

    Would like to be able to pull more details onto the boards that aren't currently working, Date Updated, Date Created and a few others. This would help us to see what's needed at quick glance like Boards are meant to do.

    6 votes

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  16. Remove/Change the "Assigned Default" when creating the Job/Contact

    Have the option to remove or change the "assigned default" name when creating a contact. Right now when I create a Contact it defaults me as the assigned person.

    6 votes

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  17. Turn off drop downs/pop ups in new contacts

    When I am creating a NEW customer the drop downs/pop ups get in the way. Nothing I have entered before apply to NEW customers. We just got 300+ calls in a week and that slowed us down so much. When adding additional contacts I use duplicate and make changes. This works great. We tried turning off pop ups in web browser but that did not change the long pop up/drop down that gets in the way when you start to type a name or address or email.

    6 votes

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  18. Custom Field Filters on Boards.

    The ability to filter boards based on custom fields.

    6 votes

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  19. Change aesthetics of the new boards

    Change the aesthetics of the new boards so that (1) more columns can be seen on the screen at a time (reducing or preventing the need to scroll to the right), and (2) so that more contact/job cards appear in each column (reducing or preventing the need to scroll down), and (3) increase the number of visible characters for the column names displayed at the top of each column (so that we can see the full name and not just an abbreviated portion of the column name).

    6 votes

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  20. Pinning notes- Document when a contact file is opened.

    A feature within JN that “pins” a note to the top of a Job/Contact file each time that contact file is opened

    6 votes

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    1 comment  ·  Contacts  ·  Admin →
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