Contacts & Jobs
138 results found
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Stretch Job Column
Please stretch the job fields column to fit the longest job field name when clicking into the edit of a job. This already happens on the job, but not in the edit of the job. The column is very condensed and job field names are made into multiple lines in the edit section making it difficult to find the field we're looking for. This should be a simple fix.
1 voteWill be addressed in upcoming work.
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Note Section in Job Details
Can you add a note section above the job number where we can put special instructions like:
We are supplying materials
Lockbox code
Need to bring extra ladder
and so on and so forth1 voteThis has been an infrequent ask, so with current priorities, it will not be added at this time. It will be considered again if additional requests are made.
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Contact Workflow Visibility with Jobs V2
I would like to be able to make my contact workflows visible by "assignees" only while using Jobs V2, but currently this is not an option as there is no field to add the assignee when creating a contact with Jobs V2.
1 voteThis has been an infrequent ask, so with current priorities, it will not be added at this time. It will be considered again if additional requests are made.
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Contact Boards with Jobs V2
I would like to be able to create contact boards with Jobs V2
1 voteThis has been an infrequent ask, so with current priorities, it will not be added at this time, but will be considered if additional requests are made.
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Email Field in Contact Cards
I would like to be able to see the "email" of a contact on my contact cards in the boards.
1 voteThis has been an infrequent ask, so with current priorities, it will not be added at this time, but will be considered if additional requests are made.
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Add gate code in the address field
It would be nice if the gate code was populated in the address field rather then in the details tab on the app so that it would be easily seen when looking at the address.
1 voteThis has been an infrequent ask, so with current priorities, it will not be added at this time, but will be considered if additional requests are made.
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Activity Feed Default to 100
I would like the activity feed on each contact/job to default to 100.
1 voteThis has been an infrequent ask, so with current priorities, it will not be added at this time, but will be considered if additional requests are made.
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Remove Start / End Date from Job
We don't like the Start/Due Date and End Date fields on the Job creation page. Can we remove these or have the option to disable them so they don't appear?
1 voteThis has been an infrequent ask, so with current priorities, it will not be added at this time, but will be considered if additional requests are made.
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related contacts
Bug: Job Details page with "Related Contacts" on the right has the phone number cut off regardless of what size the window is using Safari browser.
1 voteThis has been an infrequent ask, so with current priorities, it will not be added at this time, but will be considered if additional requests are made.
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Work Order Screen/Tab
Show who the assigned sub-contractor is as one of the columns in the work order tab so that we don't have to click and go into the work order to see who is assigned to it.
1 voteThis has been an infrequent ask, so with current priorities, it will not be added at this time, but will be considered if additional requests are made.
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Share Job Status with Customer
I would like to have a link that I can send to customers so that they can click it to view the status of the job and have a limited view of the job itself.
1 voteThis has been an infrequent ask, so with current priorities, it will not be added at this time, but will be considered if additional requests are made.
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In Zapier actions should have Create a job
We are trying to automate the creation of contacts from a contact form on our site, and for our business process we are working with only with jobs.
With zapier we are creating the new contact but at the same time we want to create a job with Lead status and in the zapier actions there is no option to create a job, as well as within the jobnimbus automation there is no option to create a job .1 voteThis has been an infrequent ask, so with current priorities, it will not be added at this time, but will be considered if additional requests are made.
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Show more items Contacts and Jobs per page
Give the option of showing more items on the tables of Contacts and Jobs per page
1 voteThis has been an infrequent ask, so with current priorities, it will not be added at this time, but will be considered if additional requests are made.
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Phone number Extension to allow letters
We like to put a NAME by the phone number, in the "Extension" field, so we can distinguish who we are calling from the contact information. Right now, only numbers can be entered in the Extension field, please allow letters also.
1 voteThis has been an infrequent ask, so with current priorities, it will not be added at this time, but will be considered if additional requests are made.
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1 vote
This has been an infrequent ask, so with current priorities, it will not be added at this time, but will be considered if additional requests are made.
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Warning message before updating status
I would like a warning pop up displayed every time a status change is made. Kind of like a "fail safe"
1 voteThis has been an infrequent ask, so with current priorities, it will not be added at this time, but will be considered if additional requests are made.
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The lead source field should be a short text field with pre populated information
We have more than 50 lead sources, and having to scroll down through all of them has made me and my co-workers don't take this field into account when creating a job because we need this for our reports. Please help us organize this better by just allowing us to type the first letters of the source and then selecting it from a dropdown list of pre-saved options.
Thanks!
1 voteThis has been an infrequent ask, so with current priorities, it will not be added at this time, but will be considered if additional requests are made.
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Ability to assign custom roles
Ability to assign tasks to an identified role in the company rather than an individuals name.
For example, we can assign a task to the "sales rep" currently. I would like to create more roles. For example, I want to create a sales admin role, production admin role, supplementer role, and then assign tasks to the role, instead of a human name (user).
1 voteThis has been an infrequent ask, so with current priorities, it will not be added at this time, but will be considered if additional requests are made.
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Do not let information (Docs/Invoices) from Jobs flow into the contact.
It is very confusing when a there are multiple jobs under one contact and all the activities, invoices, and documents flow into the contacts, activity, and documents.
Each job should store their information individually and not have their files flowing and mixing in with other jobs that are under the same contact.1 voteThis has been an infrequent ask, so with current priorities, it will not be added at this time, but will be considered if additional requests are made.
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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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