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Contacts & Jobs

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  1. 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.

    94 votes
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    33 comments  ·  Boards  ·  Flag idea as inappropriate…  ·  Admin →
  2. Right Click Cards to Open In New Tab/Window

    Please make a contact inside a board "right click - able"

    17 votes
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    0 comments  ·  Boards  ·  Flag idea as inappropriate…  ·  Admin →
  3. 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…

    5 votes
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    0 comments  ·  Boards  ·  Flag idea as inappropriate…  ·  Admin →
  4. 4 votes
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    2 comments  ·  Boards  ·  Flag idea as inappropriate…  ·  Admin →

    This would eventually have a severe impact on board performance as “archived” items are an ever-increasing number (it’s the end destination for all contacts in your account).

    A better view for archived items is in the Reports section where you can filter the report to just show Archived items in list form, and allows you to see more fields at a time.

  5. 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.

    9 votes
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    2 comments  ·  Boards  ·  Flag idea as inappropriate…  ·  Admin →
  6. 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
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    0 comments  ·  Boards  ·  Flag idea as inappropriate…  ·  Admin →
  7. 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
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    0 comments  ·  Boards  ·  Flag idea as inappropriate…  ·  Admin →
  8. 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 votes
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    0 comments  ·  Boards  ·  Flag idea as inappropriate…  ·  Admin →
  9. 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
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    Viewed  ·  0 comments  ·  Boards  ·  Flag idea as inappropriate…  ·  Admin →
  10. 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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    Viewed  ·  4 comments  ·  Boards  ·  Flag idea as inappropriate…  ·  Admin →
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