Customize Cards on Boards
Would like to be able to customize the information displayed on the cards in boards.
• Job Number
• Start Date
• Company Name
• Custom Fields
• Address Line 1
• City
• Etc.
We have completed the first version of customizable cards for boards. Some of the ideas in the comments were not implemented, but can be considered in the future.
If you have any additional feedback or suggestions, please let me know by replying to this email.
Thanks and keep the ideas coming!
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Hartford Haffenreffer commented
This is absolutely vital for us!! any update on being able to customize what you see on the job nimbus board cards?
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Efraim Presser commented
Here is my idea on this: Would there be a way to add the company location, preferably a tag or bar with the company color, to the card? this would allow easy viewing of the jobs by location. I know it is possible to filter by location, however this allows all jobs to be visually sorted.
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Efraim Presser commented
Here is my two cents on this: Would there be a way to add the company location, preferably a tag or bar with the company color, to the card? this would allow easy viewing of the jobs by location. I know it is possible to filter by location, however this allows all jobs to be visually sorted.
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Janice Stitzer commented
Would love to be able to see the project valuation on each card in boards. This will help motivate on the sales side so that they can associate a dollar figure to the contact/job. Would also be great to see a running total of each column for that particular workflow.
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Michael Gochenour commented
We definitely would like to customize our board tiles, because we utilize the boards heavily, and having all the pertinent information we look for right on the tile would be extremely helpful. It appears as though this has been in the works for over 2 years, and has a lot of support, so what is the status of it?
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Kevin Mcinerney commented
This feature would be phenomenal for my entire team and could help cut down a lot of time spent in our crm program.
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Laurence Rissler commented
I would love to have an edit/menu feature on the job card such as the jobs list does. It would be great to be able to review recent notes/activity and add notes from the card. Currently I have to click on the card to review the file them hit the back button to return to the cards. If it was possible to right click and open in a new tab that would be great as well.
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Sherri Simms commented
Please add the job number to appear on boards containing jobs (and add contact number on boards containing contacts).
If you don't think you can squeeze it on the card, then another option would be to make it appear when we hover over the card with our mouse (like how the display name of the job appears when you hover).
It is really helpful to be able to confirm the correct job by looking at its number as the reference especially when some jobs have similar display names.
The accounting department depends on the job number as a reference and really needs this to be displayed easily without having to click on the card itself.
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John Thompson commented
Any updated regarding this? This would be an AMAZING feature!
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Samantha Ingram commented
Any update on this one??
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Russ Melton commented
I have a question/suggestion about the boards. When you have a contact on the board all that is visible for their tile is their name. Is there any way to expand the tile size so that another field will appear? We have a custom field for "project description" that we wish to see when we are looking at our boards. We don't really register the customer name, we think of our contacts more as "that deck job or the master bedroom addition". Does that make sense and is it possible?
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Michael Deveraux commented
When looking at a contact board, below the contact, you will notice a couple icons. A paperclip informing you how many attachments are attached to that contact, A Mini Calendar with the start date next to it, and a check box with the number of completed tasks. I would love to be able to choose which contact field's icon i get to show on the Quick view rather than just the default. EXAMPLE: At a glance i would much rather see The appointment date and time(Custom Field), rather than the start date.
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Rob Bower commented
For commercial contractors like myself it would be nice to view customers by business name rather than customer name on the tiles within the boards.
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Heidi Herrod commented
IT would be nice to see the job # on the job blocks
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Bob Brandzen commented
Def be good to have the City displayed!
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Bob Brandzen commented
It would be so helpful for our Director to see a 1000' view of our Jobs Board with the City listed on each Board- there is a space in the middle now: perfect place for it!!
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Bob Brandzen commented
Contractors LOVE the synergy possible thru having multiple Jobs taking place in the same geographic area simultaneously. One of the coolest features imaginable would be to include the City, State, Zip under the Customer Name in Boards View- would be a tremendous help for whoever is managing Production to see the City / town without having to click on the Contact. I believe JobNimbus
customers would LOVE IT! -
Sherri Simms commented
I wish we could see the contact/job number on the cards on our boards as well. Or at least had the option what was displayed on our cards. Or had the option in settings to display certain fields when we hover over a card.
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Jim Duncan commented
I am really interested in switching to jobnimbus but I really need to see company name on the boards. We do not go by customer name.
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Joel Showalter commented
I have to go into each job to find the location, I would like to see at the very least the city where it is at.