Contacts & Jobs
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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.
1 vote -
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 -
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…2 votes -
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.
1 vote -
1 vote
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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…24 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.
6 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 -
Unread Email indicator on Board Cards
When someone emails you to jobnimbus directly the person file should be highlighted until open
5 votes -
Ability to manually edit days in status
Need to be able to manually edit/override the days a job/customer is in a particular status. This could be set at manager or admin level. Especially important when importing info from different system, or when adjusting workflow, or correcting errors when moving jobs around.
6 votes -
Customize Cards on Boards
Would like to be able to customize the information displayed on the cards in boards.
• Job Number
• Start Date
• Company Name
• Custom Fields
• Address Line 1
• City
• Etc.76 votesThis is actually part of our original spec for the boards and something we are still very much invested in doing. We’ll update here as we get closer!
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Right Click Cards to Open In New Tab/Window
Please make a contact inside a board "right click - able"
15 votesWe’ll definitely be making some updates to the boards to make using them and working from them a lot better. Stay tuned!
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Custom Sort Order On Boards (Drag Up & Down)
option to drag/drop jobs on board within the same column
I do scheduling for a roofing company in FL. Needless to say, the jobs are always moving around. Instead of having to change the start date, status, info under the job, it would be cool to be able to move it up/down or be able to drag it where i wanted to within the same column so i don't have to go in and edit. This would save me so many steps and be able to keep up with the ever changing schedule. I am only able to drag/drop from…3 votesYou can change the Sort of any column on your boards to better match the order that you’re looking for. Just edit the board and edit the sorting for each list from there.
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Ability to view Contact, Job, WO details from board, cycle through
They need a forward and backwards button on the contact page so that it moves through the contacts on that board.
8 votesYep, we love this idea, as it’s part of our original design of the boards system. As we make more improvements, this will definitely be one of them!
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boards all showed on the same page
If you could have all your boards displayed open vertically as well as horizontally, it would make navigating thru the boards so much easier!
Right now you have to click on each board and move projects from stage to stage, but when you want to relocate a project to a different board its difficult.. where if all your boards opened, you could just pick your project up and scroll down to the board you would like to place it. It would be easy and convenient to move projects along in their current board, but also super easy to move them…
3 votes -
Board List View
Customization of each board like we can have on the List feature. Each board is a step in production and being able to view that like the list feature as well would be helpful.
2 votes -
Deeper Board Functionality (card quicklook and actions)
I've tried your boards, but please broaden the functionality of the board. Please see attachment.
(Attachment from TRELLO)
2 votesThanks for your submission! We definitely have plans to expand board functionality. We’ll work to incorporate these ideas in that process!
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Total Project Duration (in addition to Days in Status)
It would be good to know how many a days a project has been sitting in the pipeline and not only in a particular status. It is possible that a project took unusually long in one particular stage but there is no way of telling that easily once the project enters the next stages. Having a section like (x/y) shown in boards would be very helpful (where x = number of days in that status and y= total number of days the project has been in the pipeline)
4 votes -
Organize the Board in Sections
Ability to organize the boards into sub sections and even place boards into categories. Example would be a Category called Financials and in there you would have all the boards you created for financial process. It would help to keep it clean and organized. More specific permission settings would be nice as well. Where you could allow access based on groups.
4 votes
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