Contacts & Jobs
29 results found
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Contact Boards with Jobs V2
I would like to be able to create contact boards with Jobs V2
1 voteThis has been an infrequent ask, so with current priorities, it will not be added at this time, but will be considered if additional requests are made.
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Email Field in Contact Cards
I would like to be able to see the "email" of a contact on my contact cards in the boards.
1 voteThis has been an infrequent ask, so with current priorities, it will not be added at this time, but will be considered if additional requests are made.
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Broken Automation Warning
Some kind of warning message or error if I try to change a board or workflow that has been causing an automation to trigger.
1 voteClosing out due to age of request, that it was fixed, or that it won't be implemented. Cleaning up our votes to make sure we are focusing on the greatest impact.
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Customize Column totals on boards
Would like to add custom fields/additional fields to the Totals section at the top of the Column on boards. Specifically totals related
2 votesClosing out due to age of request, that it was fixed, or that it won't be implemented. Cleaning up our votes to make sure we are focusing on the greatest impact.
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Add a Contact/ WO address to the card view in the Work Order board
I would like to be able to associate the work order's address or contacts address as part of the easy card view for a Work Order board.
2 votesClosing out due to age of request, that it was fixed, or that it won't be implemented. Cleaning up our votes to make sure we are focusing on the greatest impact.
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Add notes to a board
I would like to be able to add notes to a Contact/Job board.
1 voteMerged with other ideas, fixed, or declined.
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Change aesthetics of the new boards
Change the aesthetics of the new boards so that (1) more columns can be seen on the screen at a time (reducing or preventing the need to scroll to the right), and (2) so that more contact/job cards appear in each column (reducing or preventing the need to scroll down), and (3) increase the number of visible characters for the column names displayed at the top of each column (so that we can see the full name and not just an abbreviated portion of the column name).
6 votesClosing out due to age of request, that it was fixed, or that it won't be implemented. Cleaning up our votes to make sure we are focusing on the greatest impact.
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Minimize Card size on new board
I would like to be able to minimize the size of the cards on the new boards.
5 votesClosing out due to age of request, that it was fixed, or that it won't be implemented. Cleaning up our votes to make sure we are focusing on the greatest impact.
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add the filter for "Outstanding Estimates Total" on boards
Have the option to add the filter for "Outstanding Estimates Total" on boards
3 votesThis has been an infrequent ask, so with current priorities, it will not be added at this time.
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Days in Status should have a year option.
The DAYS IN STATUS, for closed jobs, should use days & years once it hits 365 days
3 votesClosing out due to age of request, that it was fixed, or that it won't be implemented. Cleaning up our votes to make sure we are focusing on the greatest impact.
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Dashboard View with Photos & Age of Home on Customer Card
View information on the dashboard including a photo and age of the home on the customer card
1 voteMerged with other ideas, fixed, or declined.
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Location on cards
Would like to be able to include Location on cards on boards
1 voteMerged with other ideas, fixed, or declined.
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Move Boards Around, Create more flexibility
On the board view, have the ability to move boards around and sort them out in sections.
For example, when you are on the Contacts page in board view, say you have 10 boards but all the boards are lined up next to each other like sentences in a paragraph creating 2 lines of boards.Would like the ability to be able to move these boards around so he can have 4 or 5 lines (or sections)
The best work around for this is to adjust the size of your browser.Check out this screen recording to get a better…
1 voteMerged with other ideas, fixed, or declined.
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Search box delimits Board view to only the characters entered
When you start typing, only letter combinations appear for the names of the contacts below. Perhaps you could extend the search to notes in cards as well. I.E. if you typed in John, anything with "John" would show up in the contacts/cards below such as John, Johnathan, Johnny, Johnie...
1 voteMerged with other ideas, fixed, or declined.
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Pin Cards on Board
Would like to pin or highlight important jobs/contact cards at the top of their respective column when in Board view
1 voteMerged with other ideas, fixed, or declined.
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Easily Clickable "Go to Boards"
Make the "Go to Boards" button more easily clickable. The clickable space is very small and it is very easy to accidentally click the dashboard instead, which is very frustrating.
1 voteMerged with other ideas, fixed, or declined.
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Business Card View for Contacts
I’ve spent the last hour or so entering business card contacts into the system and it would be awesome if JN had a “Scan Card” feature to scan the front and back of a business card and a customizable board that allowed us to display the actual card image in a rolodex type fashion
1 voteMerged with other ideas, fixed, or declined.
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Drag cards to re order them
It would be helpful to be able to click and drag the job/contact cards in the board to quickly re arrange the order vs having to go into setting and using the sorting filter.
2 votesMerged with other ideas, fixed, or declined.
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Sub-Boards
Customer would find it useful to be able to create a sub-board within a board that reps can click through their login.
2 votesMerged with other ideas, fixed, or declined.
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Allow contacts to be added to lists based on a contact field.
You could create a board with a list that populated based on a contact field instead of the “status”, This would let you create a “SUB WORKFLOW” for different departments that all need to keep track of different stages of the contact.
For roofing, you could track the normal production progress on one board and have another that could track the stages of the supplement process. You could even have another for the collections process.
1 voteMerged with other ideas, fixed, or declined.
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