No longer previewing activity???????
Used to when you would go to a contact, you could see all activity displayed. You could preview and reply to texts straight from the contact page, read emails, and all of that. Since the new updates, none of that information will load. I can only see that there is a line for each of the activities, but absolutely no preview of information. I hate that it makes it so much harder to access information while on a phone call with customers or suppliers. I would have preferred the functionality over the aesthetic. I appreciate that you guys are "trying" to improve the platform, but when you keep messing with the functionality to make it look good, it is a detriment to everyday business use.
Kelsi Withers
shared this idea
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AdminCourtland Lykins (Admin, JobNimbus) commented
Hello.
On the activity page there is a filter to “auto-expand notes” that will give you this functionality
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Nick Roberts commented
Not being able to see the emails anymore is unbelievably frustrating. I sometimes use that to double check that I have sent something to my supplier, or to verify that my email template does not need worked on.
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NATASHA DICKMAN commented
Summary:
Enable users to create, view, and manage all contact-related tasks directly within the contact record, rather than through separate task pages. This would streamline business development, prospecting, and follow-up workflows.Current Problem
Task Association is Disconnected:
Currently, creating a task or follow-up for a contact requires navigating away from the contact record, creating a new task, then manually associating that contact to the task. This adds several unnecessary steps.Visibility Gap:
There is no single place to see all tasks—past, present, and future—associated with a contact. Once tasks are completed, they become difficult or impossible to locate from the contact view.Business Development Impact:
For contacts without jobs (e.g., insurance agents, real estate agents, or property managers), the lack of an integrated contact-task view makes it difficult to manage ongoing relationship touchpoints. It disrupts the prospecting and follow-up rhythm.Job vs. Contact Disparity:
Job-related tasks (e.g., delivery scheduling, production steps) are easy to access and track, but contact-related tasks have no comparable visibility.Requested Features
Inline Task Creation and Viewing within Contact Record:
Add a Task panel directly inside each contact’s page.
Allow users to create new tasks (appointments, follow-ups, calls, emails, etc.) directly from that panel.
Auto-associate the task to that contact by default.
Task Timeline Display:
Display all active and completed tasks chronologically within the contact record.
Include filters for open/completed and task type (e.g., follow-up, meeting, email, reminder).
Multi-Follow-Up Scheduling:
When creating a new task, allow scheduling a series of follow-ups (e.g., follow-up in 3 days, 2 weeks, 1 month).
Each follow-up should automatically tie to the same contact and appear in their timeline.
Improved Task Completion Visibility:
When a task is marked complete, it should remain visible within the contact’s task list (dimmed or marked complete).
Optional checkbox or toggle to show/hide completed tasks.
Business Rationale
Streamlines prospecting and follow-up processes for relationship-based contacts.
Eliminates multi-step navigation that wastes time.
Creates a unified history of interaction for each contact.
Increases CRM usability for non-job contacts (critical for sales and business development).