Contacts & Jobs
303 results found
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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.
4 votes -
Add a label to indicate whether a note/attachment is private
I would like some type of label included on private notes/attachments so I indicate that setting on the activity feed without having to edit
4 votes -
Ability to edit/expand the comment box for contact custom fields
Ability to edit/expand the comment box for contact custom fields
4 votes -
Custom Auto-Generated Job Name
we can set a template for the jobid for generation, but the actual job name is not customizable and only carries over the customer name. For instance, our company has had a project naming system that included contract details and address details in the jobid. We will be taking away that now, but our job names would look like Smith Project 22-06123-D4 or Wick (Main) Project 22-06321, Main referencing the street they live on, the numbers 321 in the JobID being the street number.
The main reason for including the JobID in the name is we may have multiple projects…
4 votes -
Boards Horizontal Scrolling
In the Board view, which let's be honest, is the best part about JobNimbus, it would be super beneficial to be able to scroll horizontally with our mouse wheel.
The Board is wider than it is tall, and I feel this would be a massive improvement over trying to grab that tiny little scroll bar at the bottom.4 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.
4 votes -
Boards assigned to team members
I cannot stress this one enough, i dont know how it isnt already implemented! There needs to be an option (like the filter option) to assign boards to certain team members. Then when a contact of work order enters that board those team members are automatically assigned that contact. How does it help me to move a project into the engineering board and send them a task if they are not able to see that contact without me going in and assigning the contact to them? That seems like too many unnecessary steps. When it enters a departments board, the…
4 votes -
Add Phone & Email as Contact/Job Field Types
The phone field should have the same () _-______ x_____ layout that JN's built in phone field has to create standardization of incoming data, and both should be hyperlinked.
4 votes -
Bulk edit notes
Ability to bulk edit notes, currently we can only bulk delete notes
4 votes -
Bulk add jobs to all contacts
Ability to Bulk add jobs to every contact or select contacts
4 votes -
More color options for boards
Would like to add more color options to boards including white.
4 votes -
4 votes
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Merged data in Contact/Jobs
Intake, Contact & jobs should be combined data. Not entering the same information multiple times. When a contact comes up all the information is listed and jobs are listed underneath with the email and job nimbus correspondence. Multiple pages are not necessary and require additional work for the rep.
4 votes -
Lock Board Layout
The ability to "lock" the layout of the boards so that team members who need access to them cannot move them around
4 votes -
Add related contact to job without all of the related contact's previous emails being posted on your new job.
I have a board with all of my suppliers on it as contacts. When I create a new job, I would like to be able to add the supplier I will be using for this customer as a related contact and only see emails to and from this supplier that are relevant to the job I have just created.
4 votes -
Be able to scroll through documents like you can in photos
Instead of having to open each document and then close to view diff ones, add the arrow to scroll through all of them just like the option is under photos.
3 votes -
Display "Work Order" totals on Job Card
Be able to add work order totals on job cards
3 votes -
Email feature needs a significant update
There are several corrections and improvements that should be made with email feature. One thing I noticed that can make any company look unorganized and needs to be addressed immediately is if you have 2 or more contacts listed and connected to a job, when you create an invoice and choose from the job contacts who it goes to, then email it to that same contact - it still pulls the "primary contact" info!
Also, make email signatures per user a thing!
Improvements need to be made to the CC feature
3 votes -
Different card customizations for each list
The card customization is helpful and it'd be great to customize what information shows on a board card based on the list/status that job is in.
3 votes -
Adding Conditional Field for Jobs
Adding conditional field logic capability, would increase productivity and efficiency. Having to scroll past several fields that are irrelevant is not only annoying but not practical. I have seen another post in here regarding this same feature from 2019 however there has been no response from JobNimbus.
Not to mention, this feature would benefit your customers and would benefit JobNimbus by having similar features as your competitors.
3 votes
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