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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Bart Cox commented
Any traction on this? The data is there... this is super fundamental. I'm not sure how much longer I can push back within our org before I'm required to implement a 3rd party 'trello-like' app that uses Zapier or an API...
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Bart Cox commented
Having data showing on cards seems so fundamental to the idea of having a 'board' with cards on it. Even a poorly implemented version would be super helpful... so that at least JN users could use them for internal purposes (if not customer facing like an invoice template... then the standard for looks can be much lower). Just let us expose some fields to the cards please! Even a poor implementation would be such a huge deal!
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Anonymous commented
YES & YES!! We need this desperately in order to get details at a glance when looking at a job. We would need to have the ability to set what we would like to see in the cards section.
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Anonymous commented
We would like to have more viewing at a glance option (set in custom fields of the job) other than the tasks complete or open, due date, contact, and who a job is assigned to.
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Corin Roberts commented
we go by address at our company. When working the schedule in board view, it would be awesome to be able to see important information i use like address, # of squares and location. It doesn't necessarily help me to see the name only because that is not how we familiarize with each job.
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Corin Roberts commented
when looking at contacts on the board it would be nice to have an option to see the address 1st instead of the name. We familiarize with the address 1st and name second at our roofing company. This would be a cool feature.
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Travis commented
I wish Job nimbus would display an additional field (car type) by the customers name on all customer tab on boards! Please! Help!
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Anonymous commented
I have a board for Subcontractors but it does not list the company name. Can you add that? You can sort it by company but without seeing the name it makes no sense.
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Tom Moore commented
We would like to see the subcontractors sorted on our Contacts board be able to be listed by Company name, instead of by the contact name. It will sort by Company, but it lists the owner's name instead of the company.
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Daniel Spaeth commented
Wish I could see customer vehicle details, make, model, color, year.
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Becky Ramirez commented
Production board - It doesn't make sense that the expected finish date would show on the scheduled jobs instead of the scheduled start date. It would make it easier to see what jobs are coming up.
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Becky Ramirez commented
in the jobs, production board I wish it would have the scheduled date to start visible and not the end date.
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Trevor Cannon commented
Add different colors would be great as well!
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Sherri Simms commented
On a job board, a card shows the name of the job and the Primary Contact in the corner of the job. It would be nice if on the contact boards, a contact's card showed the company name (if one is noted) in a box in the corner.
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Anonymous commented
Currently, on the job board, I can only see the customer name. Typically, sales people know the job by that field. Then 4 or 5 other departments know the job by the RO#, and some sections of our company know the job by Vehicle Type. So if I could display the needed fields on the board, it would make life happier.
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Michael Brooks commented
I LOVE Trello and software like PipeDrive who have done a good job of integrating their "Post-it Note" style Boards. I'm almost certain your Boards are a partnership with Trello and their technology.
It makes a very user friendly interface.
But your current implementation only shows CONTACT NAMES on the Board cards. I don't remember personal names AND the associated companies. I remember COMPANIES.
I would really appreciate it if the Boards cards would display COMPANY Names rather than contact names.
That means that Jobs would have to automatically insert Company Name into the Job Title Field also, rather than contact name.
Boards would be such a great tool... if only they Displayed the Company Name.
Thanks! Michael