Contacts & Jobs
195 results found
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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 -
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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Filter boards by Job dates
Would like to be able to filter boards by Job date
3 votes -
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 -
Add hyperlinks to Custom Job fields
Add hyperlinks to custom Job fields to link outside website or sharing directly into the customer information.
3 votes -
Have boards show email notifications on the cards
When you are looking at boards, it would be nice to have a notification pop up that an email has been received from the contact to better engage on replying back to the client.
3 votes -
Bulk edit notes
Ability to bulk edit notes, currently we can only bulk delete notes
3 votes -
Bulk add jobs to all contacts
Ability to Bulk add jobs to every contact or select contacts
3 votes -
Contact Custom Fields to be seen by Zapier
Contact Custom Fields should be visible on Zapier.
3 votes -
Notes counting as a "Update" to a contact/Job
Notes will trigger activities as a update to the contact or Job . This allows features like automations to trigger off notes as well
3 votes -
Custom field for URLs on Jobs
Make it so we can create our own fields where we can put a website URL.
3 votes -
Conditionally Required Custom Fields
I would like to have custom fields that are only required to be populated before moving the record into specific statuses or stages.
3 votes
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