Custom fields for specific contact, job, or work order types. Custom fields are not a one size fits all for all work order, job, or contact workflows. We require a seperate set of custom fields for each type of workflow for contacts, jobs, and workorder.

It would be more useful to have custom fields assigned by workflow rather than by Job, Contact, Work Order, etc. We have multiple workflows of Contacts, Jobs, or Work Orders, but each workflow only requires certain fields. Currently all custom fields are displayed on a Job, Contact, Work Order, etc. regardless of the workflow, which makes the list much more extensive and confusing than it needs to be with a lot of unused fields sometimes. Its not easy to determine which fields apply to the specific Job workflow when we have custom fields for every kind of Job workflow displayed as opposed to only those fields relevant to that Job workflow. It also makes the "required" field option much less useful when certain workflows require certain fields while others require other fields. Currently we don't have the option to choose for which workflow a certain field could be required as by selecting a field to be required makes it required regardless the workflow which makes it nearly useless as it can not be selected if even one workflow shouldn't require that field.

Perhaps this new feature could be easily added in the settings by clicking on the Fields tab (Job, Work Order, Contact, etc.) then instead of all fields being displayed, the workflows names are displayed. We'd click the specific workflow to see the custom fields already assigned with the option to add a custom field for that workflow. A 'duplicate' option would be helpful for creating multiple workflows with mostly similar fields that could be added to or deleted from.

Is this still in the roadmap? I would love to see the ability to arrange fields in the Job/Contact views, and group fields into sections. Right now we are holding back on the amount of information we are capturing simply because of how cluttered the data looks.

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Please make this feature. I just want to hide 70% of our contact fields. We enter a lot of contacts...

Yes! I added a ton of my own fields with claim number etc but don't need all of those fields for all types of jobs.

We have several different types of Jobs: Sales, Service, Parts. Each one of those types of jobs have different fields of information that are necessary. Not all fields pertain to all job types. It would be nice to be able to create job fields that are linked to that TYPE of job. Sales would have order #, manufacturer, ETA, etc... Service would have: Original order number, Service request #, warranty type, etc... Right now we have all fields all the time and makes it difficult to sort through the data entry for job type.

Add ability to have organizations such as HOAs as their own category rather than having them as a contact with multiple units as multiple jobs.

Is this still on the "planned" list? Note is from 2014...?

Our company's custom contact types are:
Customer (default), Builder, Remodeler, Subcontractor, Vendor, Vendor Inside Rep, Admin, etc.

We built custom job workflows for the jobs under each contact type.

We need different custom fields for each type. Currently, JN does not offer that.

I second this motion. I understand allowing the alteration of 'Native' Fields, could affect integrations like naturalForms, whose mapping relies on the Field Identifier Name matching. But perhaps in regards to that issue, leaving the Field Identifier hidden in your database and static, but allowing the Display Name of that field to be altered at the user level.

In regards to higher level customization of the contact data hierarchy in general I've put together an illustration here for reference it some ability I'd like to see. I think there is a lot of white space that could be used more efficiently if you had a way to just make the contact level data header and tabs more open to the user to manipulate.

... and allow more fields!!!

Sadly Brandon, I really feel it doesn't and is the biggest flaw of Job Nimbus. I don't know if they employ developers anymore or just salesmen and phone support as if you look around on here, there is plenty that goes untouched or unanswered for years.. Frustrating.

2020 and this is still "Planned" Does this forum ever get looked at?

I suggested this years ago! I called multiple times as well. Everyone agrees that it is a great idea, but JN seems to only be focusing on visual updates at the moment instead of improvements!

Similar subject here https://jobnimbus.uservoice.com/forums/921094-contacts-jobs/suggestions/41578324-opt-out-subcontractors-contact-from-required-conta

Any update on this? 3 Years since the last post! Please push this through! @jobnimbus

This would be extremely helpful to us as well!!

Desperately need this! Please make this happen @JobNimbus

I was going to suggest this! Absolutely. Job Nimbus needs to do this and also subtitles for the layout.