Contacts & Jobs
128 results found
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zip code field in contact/job screen
Am I missing the zip code field when I create a contact?
1 voteYou’ll find the zip code labeled “Postal Code” near the bottom of the left-hand column when creating contacts and/or jobs.
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When you click add contact, a customer data entry field opens. The courser does not appear in the first entry line.
Fix it; when you click add contact, you should be able to start entering customer info immediately without moving your mouse and placing the courser.
1 vote -
1 vote
If you’re looking at the Contacts grid (as opposed to the board), you can click the cog icon at the top right and choose “Edit”. There, you’ll be able to customize this report with a filter for “Status” and choose which statuses you would like to show on this list.
Alternatively, you can leave the built-in Contacts list alone and create a new Contacts report in Reports that has these filters, and then you can add that one to your dashboard.
Let me know if you need help setting this up!
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alphabetically contacts / chronological work order
When I put a new contact they are listed in the order they were added rather than alphabetical. and for workflows - the customers are listed alphabetically rather than by the date the job was added. If there is any way you can have more freedom in this area or able to make it more practical.
1 voteYou can sort your main Contacts grid:
1. Go to “Contacts” from the left side navigation.
2. Choose “List” on the List/Board switcher.
3. Click the gear icon at the top right of the report and choose “Customize”.
4. Click the column header for “First Name” or “Last Name” to sort alphabetically.
5. Click “Save” at the top right.To sort your Board lists:
1. Go back to Contacts from the left side navigation and choose “Board” from the List/Board switcher.
2. Put your mouse over the board tile that you’d like to sort and use the gear icon to click “Edit”
3. You’ll see that each list has a sorting assigned to it. You can use the gear icon to edit the sorting of each list so it fits your needs.Let us know if we can help walk you through this further!
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Customized Templates for Contact/Job ID #'s
Our company numbers our jobs using this template: Job#STLYear. For example, 205STL15. Can you make it possible to customize the numbering format for jobs and contacts? Or make it possible to manually enter contact numbers like we can for jobs?
1 voteYou can set up custom IDs for Contacts, Jobs, and more from the General tab in your Settings.
You should be able to paste in the following to get exactly what you need (for a contact, for example):
{{contactid}}STL{{YY}}
And for Jobs:
{{jobid}}STL{{YY}}
Let me know if that works or not!
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Add existing contact to job without opening job
Right now to add an existing contact to a job you need to open the job, there is no quick drop down menu. The quick add drop down of "add contact" should let you choose existing or new
1 voteAha! You can already do this, then. When you’re on the job, just hit “Edit” on that job and in the “Related Contacts” field, start typing your contact’s name.
If the contact is there, you can select them, but if not you’ll see the option “Add New”. Click on that, then fill in the contact and, when you save, it will add that contact as a related contact to the job’s edit menu, then just save that job again and you’re done!
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better cognative skills. Having to input information on customer profiles for no reason it seems
Why doesn't the program automatically know to add, let's say, an adjuster, as a contact, auu7imatically? COnsidering it asks for their name and phone number and the name of the company they work for...these should me all of the things needed tpo have that contact created. Also, wouldn't that person be a "related contact?" It seems like all this typing of information into the system two, three, and four times, is pretty redundant. In addition,; why should we have to go in and create a calendar task for an adjuster appointment, to remind the salesperson of it on their calendar,…
1 voteAre you still experiencing these issues? We want to make sure you’re not having to do all the double entry you described, since that certainly isn’t the way we’ve designed the system. Let us know how we can help if you still need some!
The only thing you need to be able to save a new contact is OR a First Name OR a Last Name OR a Company Name. You don’t need to input any other info on the Add Contact screen before hitting “Save”. We do this to save you the time and hassle, when it isn’t necessary.
JobNimbus can’t know to add an adjuster because it doesn’t know which adjuster to add and, if the adjuster isn’t added as a contact, then it can’t know who that adjuster is to add him or her.
JobNimbus relates contacts automatically when you create a new Job from the action…
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Search by Company
I would really like to see a feature that I could see it searched by company instead of contact. I usually only deal with 1-2 people at a company not 30-40 so searching and having it company based would be much better!
1 voteYou can search by Company on mobile and web. Is this what you’re looking for?
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Show more than 10 jobs or contacts in the list
Allow the user to change the default job and contact list view to show more than a count of 10.
1 voteWhile this isn’t an option at this time for built-in Jobs and Contacts lists, you can set up custom reports in order to do this.
Go to Reports and create a Contact or Job report. Here, you can select the number of records per page. Make your preferred selection, add any other columns or filters, and then save the report. You can then add that report to your dashboard with whatever length you chose.
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A country tab -under creating a contact
I have clients all over the world so I need to have a tab that I don't have to select a "state". Even if it is just a space to type in a country
1 voteIf you go into Settings from your name at the top right and stay on the General tab (open automatically), you can check the box for “Enable International Support” and it will allow you to select different countries, which provides provinces and states for other countries.
That will help alleviate having to add a state when you have contacts from other countries.
Let us know if you’re still unsure about this!
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task history
Not sure if we are missing something. When we complete a task it disappears from the contact and we have no record of it ever existing on the contact screen. I wish there was a Task History tab or an option under Task to show completed. This would be helpful for an admin person to see what has been done with this client when having a phone conversation with them.
1 voteYou can already do this! To see completed tasks (or both incomplete and completed together), click the Search (magnifying glass) icon at the top of the Tasks grid and you’ll see a dropdown to see Incomplete, Completed, and Both.
Whatever you set here will remain the default for everywhere you go on your user account on JobNimbus. Each user can set this grid to their own preference.
Enjoy!
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"Open in new tab/window" option from search results
I love how the tabs are now labeled with the person's name, makes switching between tabs very easy. The only way to still be able to "right click" and then select open tab in new window seems to be from the main contact screen. There needs to be an easier way to search through the contacts, right now i have to sort by last name and then search page by page. It would be helpful to have a search box at the top so it can pull up a list without manually going through each page.
1 voteSimply right-click the text of a search result and choose “Open in new tab/window”.
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Notes and activities
i find myself searching for tasks and contacts for the notes my crews are making. If they make a phone call note, for instance, why wouldn't that go under the job notes instead of just the contact they called? It would be helpful to be able to scroll through job notes to see all the task notes, contact notes and job notes since these notes are all related to the job anyways and not just in individual task or contact person.
1 voteIn v1.27, we added a “Related” checkbox that will make your life so much easier! Learn how this works and how it will help you see attachments, notes, and more between the contact and job here: http://www.jobnimbus.com/blog/2015/08/18/new-in-v1-27-related-search-on-grids-groups-saved-task-grid-state/
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entering in contacts
It seems as though it would make things much easier if the job you entered could be linked with a customer instead of entering all the job info in then having to add the customer contact, then attaching the contact to the job. A simple check box stating that the info being entered for the job is the customer instead of having to enter the exact same information twice in a row.
1 voteHave you been able to figure this one out? You shouldn’t have to enter the same information twice, as JobNimbus will do that for you if you do things in the right order. Reply here if you still need help!
Most JobNimbus users do one of two things:
1. Create the contact, and then hit “Add Job” from the contact. This automatically pulls in all the customer info into the Job, so you don’t have to do the double entry.
2. Turn off Jobs. If you don’t do a lot of repeat work, sometimes just running the job from the Contact instead works better and you reduce the necessity of running two different objects. If you think Jobs is expendable on your account, you can do everything from the Contact that you can do on Jobs, so this is another option.
We’re looking into other ways that we can improve…
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Contact/Job Details included in Note Emails
when emailing a note from the activity tab, it would be helpful if the email autopopulated and it said which contact/client record it was coming from. So, if I am sending someone a phone message that says client called wants you to call him back, the contact information would already be attached w/o having to retype it.
1 voteYou can now use Email Templates in your Add Note emails from a contact or job. You can learn more about email templates in our release notes here: http://www.jobnimbus.com/blog/2015/05/28/new-note-email-templates-advanced-workflows-private-notes-in-v1-25/
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A tab for estimates and invoices unrelated to contacts
I find it difficult to summarize all our invoices and estimates at a glance. we have to open each contact to see the estimates or invoices.
1 voteHi Samuel!
You can see all your estimates and invoices by using the Reports section. You can create an Estimates Report to see all estimates, filter to see only open or pending ones, etc. Same goes for Invoices, where you can also see total amount paid, status, and more.
Just head to “Reports” on the left side and use the My Saved Reports section’s gear icon to choose Estimate Report or Invoice Report.
Let me know if you have any other questions not his or other features!
Brad
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JobNimbus Support
support@jobnimbus.com -
a way to default the contact to client
We enter contacts all the time and primarily they are "Clients" however, if you skip the "type of client" it defaults to the top of the list which begins with A - Architect. Is there a way to set the default to be Client.
Most of our consultants when adding a contact ignore that field and ultimately everyone's an architect.
1 voteHi there!
I’ve already made the change on your account so the Client record shows first, but you can reorder all of your Contact Types and Statuses just by going into the Contact Workflows tab in Settings and dragging and dropping the items on the list to where you’d like them to appear.
The first item on the list will be the default going forward, so Client is now your default selected Type.
Hope this helps!
Brad
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JobNimbus Support
(855) 964-6287 x705 -
Ability to send email template to specific contacts
I want to be able to create a rule that sends an email template to each new contact (only) that is created instead of "all related contacts".
1 voteAs long as you set it to “Contact”, that should only send to the Primary Contact. Have you tried that? If that isn’t working for you, please let us know.
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Customize sync field mapping
I wish I could put the contacts name on the first address line when it syncs to QB. I mean- who doesn't include the name when sending a form? And If I have to edit the customer after it syncs why even sync?
1 voteHi Steve,
We’ve just added this update this morning. Now we automatically include the name in the Invoice From field on QuickBooks.
Hope this helps!
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Brad
JobNimbus Support
855-964-6287×705 -
In customer box on estimate
We would like to have the contact phone # and email address on the front of the estimate we create. It makes for a quick reference when following up with the client.
1 voteHi Sharon!
Check your email for instructions :)
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Brad Hodson
JobNimbus Support
425-777-0500
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