Contacts & Jobs
138 results found
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The lead source field should be a short text field with pre populated information
We have more than 50 lead sources, and having to scroll down through all of them has made me and my co-workers don't take this field into account when creating a job because we need this for our reports. Please help us organize this better by just allowing us to type the first letters of the source and then selecting it from a dropdown list of pre-saved options.
Thanks!
1 voteThis has been an infrequent ask, so with current priorities, it will not be added at this time, but will be considered if additional requests are made.
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Ability to assign custom roles
Ability to assign tasks to an identified role in the company rather than an individuals name.
For example, we can assign a task to the "sales rep" currently. I would like to create more roles. For example, I want to create a sales admin role, production admin role, supplementer role, and then assign tasks to the role, instead of a human name (user).
1 voteThis has been an infrequent ask, so with current priorities, it will not be added at this time, but will be considered if additional requests are made.
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Do not let information (Docs/Invoices) from Jobs flow into the contact.
It is very confusing when a there are multiple jobs under one contact and all the activities, invoices, and documents flow into the contacts, activity, and documents.
Each job should store their information individually and not have their files flowing and mixing in with other jobs that are under the same contact.1 voteThis has been an infrequent ask, so with current priorities, it will not be added at this time, but will be considered if additional requests are made.
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Manually Enter Contact Numbers
The ability to assign contact numbers manually.
1 voteThis would break sequential ordering in the system as is and we would have to create validation that the same number does not already exist. As such, Will not be added in the foreseeable future.
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Broken Automation Warning
Some kind of warning message or error if I try to change a board or workflow that has been causing an automation to trigger.
1 voteClosing out due to age of request, that it was fixed, or that it won't be implemented. Cleaning up our votes to make sure we are focusing on the greatest impact.
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"Contact Fields" and "Insert Template Field" Combined
When you create an email template (especially for automation) you can easily select and insert a template field that populates information into the email (i.e. customer name, address, ect.). Part of the selection is "Contact Others" where you can select "Approved Invoices-Balance Due." This populates the amount due in the email, which is very useful. If you made it so that we could have the same option to use "Insert Template Field" when customizing the Contact Fields, we could do many things, including have the Balance Due right at the top of the contact.
Another thing you should do is…
1 voteClosing out due to age of request, that it was fixed, or that it won't be implemented. Cleaning up our votes to make sure we are focusing on the greatest impact.
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In JOB: Work Order tab to create report, to add custom columns, to have ALL Main Tabs as shortcut within the WO
In Work Order tab:
To customize the columns (trying to keep the same start date, which is the only one showing, but using the end date to reflect the progress (using the status changes, e. g. Start status: 7/1, In-Progress status: 7/3, Completed status: 7/5) therefore we can use the Start & End dates to create Gantt chart.
To have the feature to download the work orders as csv. file to have a custom report per Contact or Job.
Once editing and saving a WO, the page will go to the section within the WO itself, there is no way…
1 voteClosing out due to age of request, that it was fixed, or that it won't be implemented. Cleaning up our votes to make sure we are focusing on the greatest impact.
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3rd tier of Customer/jobs
We Do work for several builders that have PM's. We need to have a 3rd tier of jobs: Customer>Job (PM name)>Job Quickbooks supports this however JN does not. This makes it impossible for us to use JN for some builders because of this. We need the 3rd tier for sending invoices to the PM related to the job.
1 voteClosing out due to age of request, that it was fixed, or that it won't be implemented. Cleaning up our votes to make sure we are focusing on the greatest impact.
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Contact information showing display name instead of true contact
When creating an estimate, previously the "First and Last name" was used. Now the Display name is used. Can this be changed back to show the clients true information instead of a nick name?
1 voteClosing out due to age of request, that it was fixed, or that it won't be implemented. Cleaning up our votes to make sure we are focusing on the greatest impact.
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Add notes to a board
I would like to be able to add notes to a Contact/Job board.
1 voteMerged with other ideas, fixed, or declined.
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Escape Key Function
Currently, hitting escape while creating a contact or job closes the creation field. It would be better if it just removed the cursor from the current input field.
1 voteMerged with other ideas, fixed, or declined.
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Dashboard View with Photos & Age of Home on Customer Card
View information on the dashboard including a photo and age of the home on the customer card
1 voteMerged with other ideas, fixed, or declined.
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Flag contact/job records when they have open tickets in a specific status
We have a workflow and board for customer service jobs and our people need to know that a customer service ticket is open before calling a contact, so we'd like to have a red dot or a flag appear next to their contact and job name so we can always know when they have an open ticket. We need it to appear on their contact and jobs so that we can always know they have a ticket open from anywhere in JobNimbus.
1 voteMerged with other ideas, fixed, or declined.
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Move Boards Around, Create more flexibility
On the board view, have the ability to move boards around and sort them out in sections.
For example, when you are on the Contacts page in board view, say you have 10 boards but all the boards are lined up next to each other like sentences in a paragraph creating 2 lines of boards.Would like the ability to be able to move these boards around so he can have 4 or 5 lines (or sections)
The best work around for this is to adjust the size of your browser.Check out this screen recording to get a better…
1 voteMerged with other ideas, fixed, or declined.
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Search box delimits Board view to only the characters entered
When you start typing, only letter combinations appear for the names of the contacts below. Perhaps you could extend the search to notes in cards as well. I.E. if you typed in John, anything with "John" would show up in the contacts/cards below such as John, Johnathan, Johnny, Johnie...
1 voteMerged with other ideas, fixed, or declined.
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Disable the ENTER key from being the same as SAVE. I'd like to be able to use EITHER the Tab key OR Enter key when moving through the form
I'd like to be able to use EITHER the Tab key OR Enter key when moving through the form. Currently, when I hit Enter it CLOSES THE EDIT AND GOES BACK TO CONTACT PAGE.
1 voteMerged with other ideas, fixed, or declined.
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Pin Cards on Board
Would like to pin or highlight important jobs/contact cards at the top of their respective column when in Board view
1 voteMerged with other ideas, fixed, or declined.
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Ability to Save view
You should have the ability to save different views for contacts or jobs. Currently you can only have one view
1 voteMerged with other ideas, fixed, or declined.
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Business Card View for Contacts
I’ve spent the last hour or so entering business card contacts into the system and it would be awesome if JN had a “Scan Card” feature to scan the front and back of a business card and a customizable board that allowed us to display the actual card image in a rolodex type fashion
1 voteMerged with other ideas, fixed, or declined.
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Location on cards
Would like to be able to include Location on cards on boards
1 voteMerged with other ideas, fixed, or declined.
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