Contacts & Jobs
8 results found
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1 vote
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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.100 votesWe have completed the first version of customizable cards for boards. Some of the ideas in the comments were not implemented, but can be considered in the future.
If you have any additional feedback or suggestions, please let me know by replying to this email.
Thanks and keep the ideas coming!
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Right Click Cards to Open In New Tab/Window
Please make a contact inside a board "right click - able"
26 votesWe have added a way to quickly open a Job or Contact in a new tab, straight from the Board view. On Mac, if you hold "command" and click the card, it will open that Job or Contact in a new tab. On PC, if you hold "control" and click the card, it will do the same. Give it a whirl, and feel free to respond with any other feedback!
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More Permissions for Boards
when you click "edit" on a contact board, there should be more options in the "Available to" drop down box, instead of only "just me" or "available to everyone". Include the option for "View Only".
7 votesYou can now set boards to be available to certain groups of users, giving you more options for customizing how boards are shown.
If you have further questions, please contact support@jobnimbus.com or call 855-964-6287.
Enjoy!
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Days Since (Age Tracking)
Jobs in a certain status since..., invoice in a status since...
Once an invoice has been sent out it would be nice if JobNimbus had a way of keeping them in an aging que that tracks how many days go by with out payment and it makes you aware of when invoices are nearing their due date, due and when they are past due. Maybe like a green, yellow, red system. I think this would not only be helpful for those in billing but it would allow follow up with the clients before invoices become due.
17 votes -
Place on board for description of product needed.
One or two words for a brief description by name of product - like roofing, siding, repair
1 voteAlready there! The icon at the top left of each card represents the Contact/Job Type and when you mouse over it then it will tell you what that type is.
You can customize the icon for your Contact Types in the Contact Workflows tab by editing each type and choosing the icon/image. If you have Jobs turned on, it would be in the Job Workflows tab.
Give that a try and if you have any other questions then please send them to support@JobNimbus.com and they’ll be able to help you out!
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Change Background on Boards Menu's
Being able to change the background on the boards menu kinda like changing the background photo on your desktop.
1 voteIf you edit any board, you should see a “Color” option for you to change the color of the board’s background.
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Ability to Show Age on Board Cards
It would be nice to see right on the card in boards how many days a contact or job has been in its workflow status.
8 votesWe’ve added Days in Status to board cards for Contacts, Jobs, and Work Orders. You can also see this number in the Details screens and in a column on your reports.
Enjoy!
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