Phone Number field in Jobs
When creating a jobs I would like a area to enter the persons phone number so it can appear on the top of the page when I am looking at the job. I don't want to click on contact to pull up a number.
We’re weighing our options on this one, especially as mobile 2.0 comes into play. We should have more news on this in the coming future so stay tuned!
Lori Diehr commented
Yes...and emails!! :)
Misty Krebs commented
It would be a huge time saver in the office if we could see the phone number and email within the job screen. Currently we have to click back and forth which results in lost productivity and some notes getting put in contact files instead of in the specific job.
Carol Walker commented
I agree, but still need the contacts created in case we ever want to mass email or mass bulk mail etc... It would be great to "check a box" called "Create a contact" and it pull form the few fields in the job to do this! :-) TY! :-)
Spencer Townsend commented
When we are in the field using the mobile app and click on the task the client’s information is not visible. We have to go several clicks deep to find the contact name and number. It makes it hard to train new users where to find the information. We have to create a contact and assign it to the job which is extra work that is unnecessary
Amber Sonoran Waters commented
Huge upvote on this one! And please make click-to-call available from within the job as well on the mobile app. When I assign a job to a salesperson, I have to go in and assign the contact as well, because we have it set to where the users can only see their assigned info. It makes for a lot of duplicated effort and extra (should be unnecessary) busy work.
Side note--I did create a job field for both the phone number and the email address, so I have to add them manually every time I create a job (which is EVERY) time, and at least they are VISIBLE on the job...but this still does not make it "callable" through the mobile app unless the contact is assigned to the salesperson.
This might actually be a separate request, come to think of it....
Lisa Henninger commented
When using jobs we would like to see all related contacts in the main contact to automatically attach to the new job created. Since there is no option to have more than 1 active email for each contact, we have to manually attach related contacts to each job if sending to say a project mgr and a regional and then a also if invoices go to a different email.
Show contact phone number and email address on the job so we don't need to access the contact record to get the phone number and email address.
Keri Harpel commented
The calendar used to provide the contact information, such as telephone number and email. Why did this disappear? Who deemed this unimportant and removed it from view? It appears to be relevant to many users
Meghan Rhoades commented
This would be such a nice touch! It is a pain to have to click off the job page to get the contacts info when you need to have the Job info for your conversation.
Ryoko Donald commented
Constantly having to hit back key when I want to switch from contact card to job task.
Notifications sent to my Outlook will open a contact in a new window so why not have this feature while working directly on the desktop?
Dave Vaughn commented
Let me add to this by saying, I realize that you can click on the green box with the primary contact and see that info, but it only shows up on the activity tab. It would be great to be able to just glance up and see that info at the top of the screen with the other job information. But the biggest upside for us would be that those fields would be available to push into our documents within Natural Forms at the job level.
Dave Vaughn commented
Inside a job, I would like to see the primary contact's name, phone #, email address, etc. This would make things easier because you wouldn't have to leave the job screen to get that info. Plus, I am a Natural Forms user, and I cannot import those fields into my forms because they do not exist at the job level.
Please make it possible for the phone number to be carried over to the job address.When I look at my jobs there is no phone number under the homeowners name and address.
When I click add job to a contact the phone number is not carried over to the job screen.
Tricia Henderson commented
when using the add job feature then adding the phone number field it will not let you click on phone number and have it dial the customer.
Scott Fokken commented
can i add a phone number to a job rather than entering all the information again as a contact
Mark Dake commented
Job Screen: Can you add the customers contact phone numbers in the (Job information area) on the Jobs screen.