Place on board for description of product needed.
One or two words for a brief description by name of product - like roofing, siding, repair
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Sherry Chubb
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Already there! The icon at the top left of each card represents the Contact/Job Type and when you mouse over it then it will tell you what that type is.
You can customize the icon for your Contact Types in the Contact Workflows tab by editing each type and choosing the icon/image. If you have Jobs turned on, it would be in the Job Workflows tab.
Give that a try and if you have any other questions then please send them to support@JobNimbus.com and they’ll be able to help you out!