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How can we improve Contact & Job Management?

← Contacts & Jobs

Ability to Disable the Financial Tab on Contacts

I generate my estimates at the "Job". Having a "financials" tab at both the Contact level and Job Level causes confusion. I'd like to ability to disable the Financials tab at the Contact Level in order to avoid this confusion.

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Michael Riter shared this idea  ·   ·  Report…  ·  Admin →
Completed  ·  AdminMichael Jenson (Admin, JobNimbus) responded  · 

Great news!  We recently launched a new enhancement into a beta rollout.  Those in the beta no longer see the "Financials" tab on the Contact, but only on the "Job".  If you are interested in learning more about this beta functionality, please respond on this email and we'll setup a time to connect.


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  • Chris Richardson commented  ·   ·  Report

    I would like the ability to disable most everything under contact when jobs are enabled

  • Eddie Almeida commented  ·   ·  Report

    I agree! I'm the most hated person in my office because of having to correct my guys about using Jobs only.

  • Bill Cleveland commented  ·   ·  Report

    I also use JOBS, I am constantly having to correct someone because they put financial in the Contact instead of Job. The pipeline is never correct because of it.

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