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JobNimbus Feedback

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Contacts & Jobs

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37 results found

  1. Limited access on contacts

    We have third party departments who work within our CRM, however we are only wanting them to see contact information not edit or delete it. There should be an option on the access profile permissions to only allow them to see contacts, upload documents/photos, add notes without being able to change the status or edit the contact information. It would be even more helpful if they were able to add dates/input information in the customized contact fields without changing the standard contact fields (like name,address,phone number)

    6 votes

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    Viewed  ·  1 comment  ·  Contacts  ·  Admin →
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  2. 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

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    Viewed  ·  1 comment  ·  Boards  ·  Admin →
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  3. 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

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    Viewed  ·  0 comments  ·  Fields  ·  Admin →
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  4. Body of card customization increase

    We need to have a couple more lines for the body of the cards. We cannot fit all the data we need to see on the 3 lines provided.

    8 votes

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  5. Default "Shadow Text" in Fields

    Allow admin to create a default light colored "shadow text" that populates in fields to suggest the information or format that should be input.

    Example: a Job is asked to be entered as CUSTOMERLASTNAME-REPINITIALMMYY DOE-MA0222

    5 votes

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  6. 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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    Viewed  ·  1 comment  ·  Contacts  ·  Admin →
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  7. 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

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  8. Assign multiple reps to contacts automatically

    1. Be able to choose multiple users that will be assigned to a new contact automatically.

    2. Assign all past contacts in the system to multiple users using batch (bulk edit) instead of doing one at a time

    2 votes

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    Viewed  ·  0 comments  ·  Jobs  ·  Admin →
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  9. Notify salesperson when they are removed from contact or job

    When a person is removed or changed from a contact or job they should be notified of the change so things don't slip through the cracks.

    4 votes

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    Viewed  ·  0 comments  ·  Activity & Notes  ·  Admin →
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  10. 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.

    30 votes

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    Viewed  ·  2 comments  ·  Fields  ·  Admin →
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  11. Job Merging

    Create a way to merge two Jobs together.

    11 votes

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  12. More than 10 Jobs in list view

    More than 10 Jobs in list view

    19 votes

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    Viewed  ·  1 comment  ·  Admin →
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  13. 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

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  14. Connecting Work Orders with Their Subcontractors

    It would be very convenient if work orders assigned to subcontractors would appear in the work order tab on their contact page! It seems like the program used to do this, but doesn't anymore.

    9 votes

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    Viewed  ·  1 comment  ·  Contacts  ·  Admin →
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  15. Referral Name Textbox for Lead Sources

    I would like the lead source option "Other" to give sales reps a field to enter a name. Currently I have a custom field for "Referral Name," but I have to run two separate reports (built-in and custom) to get a detailed view of my lead sources.

    9 votes

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  16. Multiple Statuses for Jobs/Contacts

    For example, if we collected a payment, while waiting on status of an inspection, I would like to have 2 statuses active showing that we did collect the payment, and that we are still waiting on inspection.

    5 votes

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  17. 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

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    Viewed  ·  4 comments  ·  Jobs  ·  Admin →
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  18. 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

    67 votes

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    Great 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.

  19. Conversation notes vs Individual Notes

    At present, notes are entered individually; and when someone "replies" to the note, one has to go find it somewhere in the Activity time line. It would be nice if there was a conversation feature whereby a note can be responded to or comments trails made a part of it (like a blog post) so one can reply to that note specifically.

    17 votes

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    Viewed  ·  4 comments  ·  Activity & Notes  ·  Admin →
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  20. Quick Actions for Board Cards

    When updating cards on the job boards, it would be immensely helpful to have a few quick actions available if you right-click on the card. Some ideas would be:
    1. Edit Start/end date.
    2. Move to - [choose status] - for some of our longer boards it would alleviate the scrolling to the appropriate list.
    3. Mark Subcontractor/Crew as Complete - allow us to mark a sub as complete to help with progress tracking. This feature could put a line through the subcontractor circle, bonus points if we can add the date it was completed!
    4. Make a note: It…

    37 votes

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    3 comments  ·  Boards  ·  Admin →
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