Contacts & Jobs
29 results found
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Board Names
It would be nice to see board names on the top header of the page so we can easily access each board in one click.
1 voteMerged with other ideas, fixed, or declined.
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Show Available Boards in Navigation (1 click to boards)
Since you have moved the navigation menu to the top of the screen it would be nice to show the boards across the top of the screen. So if you have four boards the name of each would be listed so we don't have to click multiple times to get into a board.
1 voteMerged with other ideas, fixed, or declined.
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organize board main page by sections
I would like to organize the front page or the main page of the boards by a sections similar to the sections in the estimates, invoices, and work orders.
2 votesYou can currently create permanent filters for boards in the board edit screen. The rest of the settings are done on a user level, not account level. Will not be changed in the foreseeable future.
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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
2 votesMerged with other ideas, fixed, or declined.
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Board Options for Separate Departments
It would be really helpful if the option to have the boards speak to each other and for it only to change on your board. Production moves at a different rate than Financial, so we have to wait to move jobs until Financial is ready even though we are already past Scheduled or Pending Payment. It makes it confusing for one department to be several lists over from what boards show for the other department to be on the one they need.
1 voteYou can setup boards and workflows in ways to do this. Contact support@jobnimbus.com and they should be able to help you.
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Print Boards
An option to print the Jobs or Contacts boards.
7 votesNot enough community interest.
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Show/Hide Boards by Location
Please have the boards visible only to the location of the member.
In our case, we have three locations, and boards that are filtered by location. Please have St Louis team members only be able to see Saint Louis filtered Job Boards.
JN Note: Potentially tie this into Location filter.
3 votesNot enough community interest.
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Boards
As an Admin, I cannot drag contacts to new board.
1 voteYour support request has been forwarded to our support team. They will be in touch soon to help you troubleshoot the issue and get you taken care of.
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Combined boards
Would like to track both Contacts and Jobs in one single board. Our 1 time customers would not need to have a job created but our builders and real estate customers have multiple jobs. It's confusing to have 2 places to track what are both essentially jobs.
1 voteIf you’re using the Jobs feature we recommend that you go all-in on Jobs for a few reasons:
1. It will confuse the experience for team members who have to remember when to and when not to create a Job.
2. It will cause you to have to look in two places to find your info, not just on boards but also in reports, in the Contacts area, Jobs area, etc.
3. It will throw off your reports for sales numbers since they won’t be combined into the same pipeline report.If you can, try going all-in on Jobs and creating a job for each one, even if they don’t necessarily need a “Job”. Based on our experience with customers and how the system is built, it will be easier to use and more consistent.
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