Contacts & Jobs
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Back to board improvements
It would be more beneficial if Jobnimbus kept track of the position you were in, on the previous screen. When using the "Back to Board" link on the to left. Instead it just works to reload the entire board.
6 votes -
Lock Board Layout
The ability to "lock" the layout of the boards so that team members who need access to them cannot move them around
1 vote -
The ability to show job/contact description on the board
A way to view the description of a job/contact on the board view.
5 votes -
Contact Work Flows All On One Screen
It would be nice to have each individual Contact Workflow show on ONE screen. Then you could scroll up and down and see each Workflow without having to go back and forth. And have a refresh button that would refresh all Workflows
1 vote -
Automatically add all workflow status to boards
I would like all of my statuses on one board for each workflow. The amount of time it takes to add each status to a new board is too long. I would like an option to automatically create a board and pull all statuses in that workflow in 1 step.
1 vote -
Improvements to Board Filtering
I don't want to view Residential jobs on my board anymore I only want to see Commerical, I want to take them off my boards but I don't want to delete them entirely since Residential needs to see them. I work in Commercial Dept.
1 vote -
Duplicate/Clone a Board
I would like to be able to duplicate/clone an existing Board rather than having to manually create it again.
6 votes -
Flagging contacts by font Color in Boards
User wants a way to flag contacts by font color in the Boards view based on specified criteria, such as a contract signed. Therefore, a contact can stay in a specific status, such as lead or inspection, but show that they already have that contract signed.
2 votes -
Filter Boards by Salesman
User would like the ability for team members with access to all contacts to have the ability to quickly filter existing boards to only show contacts associated with a selected salesman.
5 votes -
Move Boards to new lines even if previous line isn't full
Be able to move the boards to a new line, even if previous row isn't full, to separate sets of boards.
2 votes -
Board filter for number of contacts that flowed through a status within a specified date range
Board filter for number of contacts that flowed through a status within a specified date range
1 vote -
Custom Color Tags for Board CView
User would like location based color tags for contacts on a board. User would like to be able to easily open up a board and see something that easily speaks to the location of customers on a specific stage in their workflow.
1 vote -
Display Jobs and Work Order Boards separately
Since "Jobs" and "Work Order" Boards are in the same module, they can get all jumbled up on the board field. It would be nice if in the Job Module it had a page separator that had all Job Boards up top and all Work Order Boards on the bottom. Right now I color code the Boards to know which are Job Boards and which are Work Order Boards but aesthetically it would be nice to have them separated, this would also be nice in the Contact module for those who do not use the Job Module.
2 votes -
Contact board as default 'home screen'
It would be really helpful if we were able to designate a board as a home screen for each person. We have different boards for different employees for their own workflow.
Right now, you click into your board, and if you click on a customer it takes you to their profile. Then if you want to go back to your designated 'board', you have to click on contacts and then your board again which seems unnecessary since the program is slow moving as it is. It would be really helpful if there was a button on the side that was…3 votes -
Ability to view Start date and End date on the Board view
Ability to see both start date and end date in board view and/or the option to choose which date is displayed on the board.
1 vote -
2 votes
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Quick Actions for Board Cards
When updating cards on the job boards, it would be immensely helpful to have a few quick actions available if you right-click on the card. Some ideas would be:
1. Edit Start/end date.
2. Move to - [choose status] - for some of our longer boards it would alleviate the scrolling to the appropriate list.
3. Mark Subcontractor/Crew as Complete - allow us to mark a sub as complete to help with progress tracking. This feature could put a line through the subcontractor circle, bonus points if we can add the date it was completed!
4. Make a note: It…29 votesWe completely agree and it’s something that we’ve been wanting to do since the beginning of boards.
It’ll be coming, we’ll keep you posted!
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Pop up from boards to view/edit cards, rather than navigate
Everytime you edit something, you have to go back to the navigation board and re open everything that your working on.. it would be so easy if it could just collapse away and you would be back into your work flow or board.
7 votesThis would be awesome! I think this is something our dev team already has on their list, but I’ll make sure they see your vote.
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1 vote
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Board Tabs for quicker navigation between boards
Place all the board tabs at top of the board you are currently working in. That way when you want to swich to a different board you don't have to go back to contact tab to click out of current board and tehn click into different board. This would be a real time saver.
1 vote
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