Contacts & Jobs
138 results found
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Simpler Navigation between Contacts and between Jobs (arrow back and forward to next)
Like in Quickbooks, it would be nice if we could simply click a left or right arrow when we were on a specific nimbus job, to get to the next sequentially numbered project.
12 votesNot enough community interest.
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Print Boards
An option to print the Jobs or Contacts boards.
7 votesNot enough community interest.
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Change aesthetics of the new boards
Change the aesthetics of the new boards so that (1) more columns can be seen on the screen at a time (reducing or preventing the need to scroll to the right), and (2) so that more contact/job cards appear in each column (reducing or preventing the need to scroll down), and (3) increase the number of visible characters for the column names displayed at the top of each column (so that we can see the full name and not just an abbreviated portion of the column name).
6 votesClosing 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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Pinning notes- Document when a contact file is opened.
A feature within JN that “pins” a note to the top of a Job/Contact file each time that contact file is opened
6 votesClosing 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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6 votes
Closing 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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The ability to create a custom tab under contacts
The ability to add a custom tab under contacts/jobs.
6 votesClosing 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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Job Addresses different from Contractor
As a gutter contractor I have roofing contractors as my customers and multiple jobs for each contractor.
As a result, it won't map the job address or include it in the calendar. I have to put the job address in the name of the customer.
It really should map the job not the associated contractor.6 votesNot enough community interest.
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Minimize Card size on new board
I would like to be able to minimize the size of the cards on the new boards.
5 votesClosing 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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Hyperlink use with custom fields
Customer would like a way to insert hyperlinks in custom fields.
5 votesClosing 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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A way to map or autopopulate data from custom contact fields to jobs
I'd like to be able to autopopulate the data entered into custom contact fields to the same custom fields for jobs. If there could be a setting to allow the fields to be mapped or to transfer the data over that would be very helpful.
5 votesMerged with other ideas, fixed, or declined.
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Search for duplicates based off of address, not name
Currently, Job Nimbus searches for duplicates based off of the First/Last or Job Name... but it's not searching for duplicates based off of the address. We will have 100 Smith - Repairs, so knowing if there is a duplicate isn't beneficial... but knowing that we've been out to this address previously is something we need to know.
5 votesNot enough community interest.
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Customize Stage options
Would like to set up custom stages
4 votesClosing 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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Clickable hyperlink in Notes
When copying and pasting a hyperlink as a Note, it almost never works when you have more text before or after the link. The system detects the beginning and end of the hyperlink incorrectly and forces you to manually copy and paste it in order to open it.
4 votesClosing 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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Unnecessary page break when printing job information
When printing job information there appears to be a page break before the "Notes" section so that it is always pushed to a new page. Please remove this page break.
4 votesMerged with other ideas, fixed, or declined.
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Navigation within a Job
When I open a Job that contains Tasks and Subtasks, it would be very useful if there was a back arrow or a hyperlink path that you can click on to navigate up one or more levels.
4 votesMerged with other ideas, fixed, or declined.
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A different interface for different contact types.
It would be nice if each type of contact had their own contact fields.
for example: Insurance Claim customer VS. Cash deal or
Commercial Roofing VS. Residential
Vendor VS. Subcontract
In our job nimbus the contact fields were set up for insurance claims-Roofing. But not all contacts need all of these fields4 votesMerged with other ideas, fixed, or declined.
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Show Tasks in Contact/Job Activity Log
When creating a task and attaching a Customer(Contact), It should show in that Customer's(Contact's) Activity Log when clicking on the customer. Currently we create tasks and they only update in the Task section and Calendar. We use the Contact Activity Log for all updates regarding that Contact. I would love to be able to click on a Contact, and see everything that pertains to that Customer, including whether a task has been created and assigned to them.
4 votesNot enough community interest.
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Completely Hide archived contacts
I would like archived contacts completely hidden from view even when adding a contact to the Related Contact field. I don't want archived contacts to come up as an option on that list
3 votesThis has been an infrequent ask, so with current priorities, it will not be added at this time.
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Assigning a New Contact
I would love to be able to customize what is included in the email to the assigned sales rep when they get this notification from Job Nimbus. We currently utilize the notes section for important information and it would be really nice if I could have this note appear in the initial email to the sales rep.
3 votesClosing 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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3 votes
Closing 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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