Other Email, Phone, and Address Fields (e.g. billing) for Contacts
Add more fields for additional phone, email, and physical addresses for contacts.
I would like to have the ability to enter contacts home as well as their business addresses and emails. It could be a second contact address rather than marked as as a home address, This would mean for employees for instance you can write to them at their home address or have a second email address for a contact. This save having to set up two contacts for the same person and the confusion this causes.
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Mike Lane commented
The ability to go to settings and modify the default template for contact/job layout, specifically to edit the default contact fields (change mobile/work phone to his/her cell, etc) and drage/drop their order on the contact page would be great too
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Karmella Andreu commented
Right now we used the custom fields but yes! This would be a great new feature!
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Mario Gonzalez commented
then we can follow up and add notes every time we get in contact with the insurance for the case.
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Kate Glauner commented
It would be very helpful to be able to have a client with multiple emails attached. For example, if I create a corporate contact, but I'm having multiple strings of emails with different members of a company that pertain to the same issue - it would be helpful to be able to forward those to job nimbus.
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Sherri Simms commented
We need a place to enter a billing address for a company contact. I envision this would be the primary contact on a job and would be the address that syncs to quickbooks. (or this could be a setting to select which type of address to sync to quickbooks)
Maybe JN could add an additional address space on a contact that could be optional to check same as contact address and it would autofill.
Most of our customer contacts have different billing addresses than the job location and at least half are different than the customer contact location. So having a separate spot to enter the billing address that would sync to QBO would help address a lot of problems for us.
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floridalicensedcgc.com commented
My idea was merged with another. But my idea was for JobNimbus account Members, not regular customer contacts. There is only 1 phone field for Members (Team). Please add at least one more. Thanks.
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floridalicensedcgc.com commented
Contacts have up to 4 phone number fields but JobNimbus account members only get 1? Please add a field for a 2nd number and hopefully an additional field for a email to sms number that we can add when available. Thanks!
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Justin Kahmann commented
When looking at a job on the desktop version, you currently can't see the phone number or email address of the parent contact, and it would be nice to both see this info while in the job card, but also edit this information specific to the job, because sometimes, especially when working for a property management company, we have a parent contact/business that all the jobs/work orders are performed for and billed to, but we also have different managers we stay in contact with specific to each job, and it would be nice to be able to change this info for each job.
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Diana Yera commented
This request was received in March 2014... and now has 28 votes! why has it not been addressed?
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Sherri Simms commented
Also including the Accounts Payable Email address for clients to send it to QBO would be very helpful.
Currently, JN only has one spot for an email address for a contact; however companies often have multiple email address for different purposes. So having a spot to label different types of email address where one type would be Accounts Payable would be beneficial and help with the correct email address being forwarded to QBO.
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Sherri Simms commented
We are a commercial contractor. When dealing with other companies as clients (instead of homeowners/people as clients), it would be beneficial to have the option to add the billing address to the primary contact of a job or a place to check off or mark (like how you mark which contact is primary in JN) which address is the billing address.
Billing addresses are not always the same as job site locations. We try to limit as much data re-entry as necessary. Having billing addresses on jobs will help a lot with creating templates as well.
Regarding Quickbooks (QB):
Having the billing address be what is sent to QuickBooks as the primary address or the client of QB and then have JN's job location sent as QB's Shipping Address (bill with parent as QB would call it) would be more beneficial. -
Russ Melton commented
We are new to Job Nimbus and LOVE IT so far. We are a home remodeler and roofing contractor.
I notice under contacts there is only room for one name & emai per record. Many of our customers are couples/partners and have two different names and addresses. I added custom fields for a 2nd name, cell and address. However, when I email through JobNimbus I often wish to email both individuals. When I select email I am only offered the opportunity to email the main email and don't see a way to email my second individual. So I end up going out of JobNimbus and creating another copy of the email. Not efficient at all! Thanks! Deb
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Vanessa Sprengelmeyer commented
We have several builders that we do many projects for, and several contacts at those companies to which we email bids, invoices, etc. Would be nice if we could choose who we send the emails to
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This has definitely been reviewed, but we haven't been able to move on it yet since we've been working to get the mobile app completely up to speed, which is a blocker before we can start work on this.
We're getting closer and will announce more details as we get them.
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Diana Yera commented
Why isn't this being reviewed with 20 votes? This is a big necessity, especially multiple email fields. The way it is now requires us to create another contact just to add another email.
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JKing commented
In contacts, there is only on field for emails, there should be an Alternate email field, just like there are multiple phone number fields.
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Mike Lane commented
Would love the ability to change fields (for example - change one of the phone fields to 'his cell' or 'her cell'...
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Anonymous commented
Need additional email addresses or at least a way to save in the one field multiple addresses with a comma or semi colon. Many customers have more that one contact that need to be notified.
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Anonymous commented
Need to have phone number transferred over to job fields.
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Alissa VanderVeen commented
We have some customers that own rental properties, so they are the ones paying for the job to be done, but it is being done at a different location. That said, this billing address would need to transfer to Quickbooks as well.