Contacts & Jobs
36 results found
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Create a map that would display all customers and jobs, which would be differentiated by each sales rep
We distribute leads based on where the sales reps have been working.
It would be great to have a map where we can put in an address (the new lead) and it will show the location among pinpoints that represent all "contacts" and "jobs"- which would vary in color based on the sales rep (or instead of different colors, click on or drag mouse over pins to see who the sales rep is for the surrounding pins)149 votes -
Custom Fields based on Workflow Type (Contact, Job, WO)
Custom fields should be linked to the contact type (the same should apply to job type, and WO Templates as well). This way we can have custom fields based on the contact type we are using. Instead of fields that aren't applicable to the contact type.
147 votesWe love this idea.
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Pin important Notes to top of activity
It would be nice to be able to flag or pin important notes that would stay at the top of the activity so important items do not get buried
87 votesGreat idea! Thank you for your suggestion.
The “Description” field on Contacts and Jobs is sometimes used as a “permanent note” that always stays at the top, but your idea will be great to have alongside that to make notes more dynamic and useful.
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Bulk/Batch Edit
Have bulk (batch, mass) update and edit capabilities for contacts, jobs, etc.
- Assign, un-assign, reassign team members
- Change status of several items at once
- Mark multiple tasks as complete
- Tags
74 votes -
Checklists
Also include option to make required before changing status.
We have a fairly extensive workflow list (over 40 items) for one of our job types. I have struggled whether to build the list "past tense or future tense" with steps that "still need to be done" or "have been done" ex: Need to Order Permit vs. Permit ordered. The issue is if a job has a workflow status that has been completed (Permit ordered) its not really displaying what i need to do next. Also a problem is if we do steps out of turn which often happens then we…
60 votesTasks is a great way to mitigate this situation, but we know that having a lightweight checklist would be a lot more convenient for something like this. It’s on our list!
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Companies (parents to Contacts)
• Allows Contacts to inherit attributes from Companies
• Several Contacts under one company
• Associate a Company with a Job
• Communicate with all Contacts under Company at once59 votesThis definitely seems like something we would do as part of “Company” support where if only a Company name is added, then it would change to a Company icon rather than a Contact icon.
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Conditional Field for Contacts and Jobs
The Job and Contact pages can be too long, especially with custom fields. It would be great to have conditional fields that only show based on previous selections.
Example: If there is an Insurance Company listed, show insurance fields. If there is no Insurance Company listed hide insurance fields.
41 votes -
Allow different email and phone on job
I would like to see an additional email and phone number in the jobs. Some jobs under a contact might have a different person of contact from other jobs. Example of this would be, we are currently dealing with a large property management company that pays the bills, but has 3 managers that are in control of a certain amount of buildings. I would like to be able to leave the primary contact as the property management company with their information and then be able to put the specific managers info in the jobs for direct communication with them. I…
28 votes -
Equipment Tracking
It would be great if I could track equipment on the job. Right now, I have a tough time keeping track of where things are.
28 votes -
GPS tracking for trucks/crews
It would be more efficient if we could track our trucks with GPS.
27 votes -
Formatting for Notes Text
Bold, Italic, Underline, color, etc.
It would be nice to be able to bold or change the color of text in notes to make them stand out
26 votes -
Central Tag Editor
A way is needed to edit and delete tags that are created so when they are no longer in use or duplicated for some reason we can get rid of unnecessary ones and change spelling or punctuation on existing ones.
22 votes -
More than 10 Jobs in list view
More than 10 Jobs in list view
19 votes -
Restrict Moving Job out of Certain Statuses (Protected Statuses)
- Is there a way to restrict a team member from pulling a job out of a status with in the workflow. For example if our simple work flow is lead – contract – permit – production – invoicing. Can we make it so only one person or Access profile can pull job out of the permit status regardless of where they place it (forward / backward / skip ahead). We want to make sure things aren’t being forced ahead until a specific task is completed.
18 votes -
Activity should include Automation events, notifications
We have automated notifications that are emailed to our clients. The System created activities should include copies of those emails send out or at least a note that it was done
17 votes -
'Records Per Page' Setting in Contacts/Jobs List View
When viewing the list of jobs on the jobs database, it only displays 10 at a time. I see there is a place to customize the "list" however it doesn't give me the option to choose how many are displayed. I'd like to have the option on here to adjust the number of jobs displayed just like we can in reports.
14 votes -
Import Contacts from iPhone, vCard, Contacts apps
Self explanatory. Going through cdv?
14 votesUpdate: You can almost always export your contacts from contact apps, even Mac contacts syncing with iPhone, etc into a CSV which you can then import into JobNimbus.
We will continue to move towards these other contact import options going forward.
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We’re planning to add them new fangled contact import integrations (Apple/iCloud, Google, etc.) in the future.I’ll let you know as we get closer, but we don’t have a date to announce at this time.
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When configured to use jobs, limit what entities can be attached to a customer
We need the option to disallow creating, financials, attachments, etc when JobNimbus is configured to use Jobs.
When a customer record is selected, it should only show the list of jobs related to the customer and have the ability to create a new job.
We often have salesmen attach documents and financial info the the customer record instead of the appropriate Job. You can't move them, so it is delete and redo.
12 votes -
Increase Custom Field Option List Capacity
I need more than 35 text and options list in Custom Fields. I have important information that needs to be conveyed to everyone. Preferably I should have unlimited text and options lists.
12 votesThanks for your submission! Could you let us know a couple of examples of info that you’d like to enter here but can’t fully because of the current limit? Also, if you could provide an estimate of how many fields, besides unlimited :), would meet your needs?
Let us know and we’ll see what we can do. Thanks!
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Job Merging
Create a way to merge two Jobs together.
11 votes
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