Contacts & Jobs
215 results found
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Modify Custom Field Order
Add ability to drag and drop custom fields to be able to reorder them
3 votes -
Custom Job Fields show in Calendar
We have a custom job field for installation date. It would be great if this field could show up on our calendars.
3 votes -
JOBS users that dont use CONTACTS for certain features should be able to block/disable those features
We need the ability to prevent notes, emails, tasks, files, and financials from being created on the contact, and only created on JOBS.
In our company, we track everything through the job itself and not the CONTACT. Sometimes the employee ends up on the CONTACT details and starts to create these items thinking they are on the JOB, and then mistakes begin to happen because they thought it was noted, or an email sent, and there is no evidence of it on the job for other team members.
This could be at the account level or from ACCESS PROFILES
3 votes -
PRINT OUT A CONTACT RECORD WITHOUT PRESSING PRINT 4 TIMES
Button on Contact to print out contact record that prints right then, not have to press print 4 times
3 votes -
Satellite map view
Option to view maps in satellite view
3 votes -
Duplicate Estimates Between Jobs
When you have an estimate that is already written but either put on the contact or under the wrong job you should be able to duplicate it and choose the job you want it to go to. Instead of it just duplicating directly into same job and place. Duplication is not useful with out being able to move it.
3 votes -
Staying Put
When I am viewing a Form Response (or work order, etc.) and I am done and hit the Back button, I would like to be taken back to the list of Form Responses instead of being taken to Activity. If I have several Forms to look at, it is exceedingly frustrating and inefficient to have to click on the Forms tab every single time. Just leave me where I'm at.
3 votes -
Selective Merging
Would like to be able to choose what info is merged from which contact.
Context:
2 of the same client with non-identical info - 1 has the phone #, the other has the email, preferred name on one profile, etc. Would like to pick what info is merged, Boolean style - this or that.
Would make the merge capability much more effective and cut down on the amount of work to update the info with what doesn't get transferred.3 votes -
Drop Down List For Project Manager and Superintendents
I would Like to see a drop down list for different job contacts names and email addresses. I have several General Contractors have have mutiple managers and superintendents per job. I hate changing the main "Contact" email and name every time I want to email a different superintendent on different jobs.
3 votes -
Convert contacts to jobs
Ability to convert jobs to contacts or vice versa
3 votes -
Hyperlinking phone numbers in notes
We would like to request that when a note is made with a phone number in the app that it would hyperlink so that you can call someone directly from the note while remaining in the app. We will not always need that secondary contact person to be a 'related' contact, so adding in their number to the notes usually makes the most sense.
3 votes -
Notes on Financials Show on Activity
I'd like the notes that are left on financials, tasks, & work orders to also show on the main activity feed instead of having to toggle to the specified record to view the note.
3 votes -
Ability to edit/expand the comment box for contact custom fields
Ability to edit/expand the comment box for contact custom fields
3 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 -
Alerts For Duplicate Contacts
Would like to be alerted when any information (phone number, address, etc) matches another contact to make sure there are no duplicates
3 votes -
Estimate Preview
It would be nice to be able to preview estimates prior to saving.
3 votes -
full calendar in app
Im trying to figure out why the feature of seeing all team members calendars was not implemented in the new app?? My sales people need to be able to click and see our site assessors calendar without pulling up the desktop site (because guess what the desktop site is definitely not app product friendly, it is so glitchy!) please add that option as wells as the boards option to the new app otherwise its useless to our company.
3 votes -
Add additional phone numbers to Job
We do quite a bit of work for property management companies. We have the contact information for the property manager in the contact, but when we enter individual jobs we enter the tenant contact information, there is no ability to "click to call" the tenant's phone number, so we end up having to manually enter the phone numbers.
3 votes -
Pin job description to top of page
Option to pin the Job Description box to the top of page when scrolling
3 votesAdded to the Jobs v2 sidebar. will be rolling out to all users this year.
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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
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