JobNimbus Feedback

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Contacts & Jobs

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  1. Custom Fields specific to Workflow Type

    It would be nice if they could have custom fields only visible if you select a specific workflow type. Like Insurance information only will show on a contact/job to be filled in if you use the Insurance Workflow

    10 votes
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    1 comment  ·  Fields  ·  Flag idea as inappropriate…  ·  Admin →
  2. Job Title under Company or Display Name

    It would make it easier to know who is the decision maker for the contracts we are trying to sell. Job Title would make this possible.

    1 vote
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    0 comments  ·  Fields  ·  Flag idea as inappropriate…  ·  Admin →
  3. Add drop down capability to the description field of products.

    Add drop down capability to Description Field of product scope line items.

    eg. I want to make a COC form in Work orders. I could add Pass / Fail / Remedy as options this would expedite a process for sending COC's to insurance companies.

    eg. In shingle types I could have color options, mfg options, line options, yr options, etc.

    1 vote
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    0 comments  ·  Fields  ·  Flag idea as inappropriate…  ·  Admin →
  4. Have multiple Sales Reps linked to a Contact/Job record

    Sometimes there will be split deals where there are multiple Sales Reps for one job. Currently, only one Sales Rep can be linked to a Contact or Job.

    1 vote
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    0 comments  ·  Fields  ·  Flag idea as inappropriate…  ·  Admin →
  5. Conditional Field for Contacts and Jobs

    The Job and Contact pages can be too long, especially with custom fields. It would be great to have conditional fields that only show based on previous selections.

    Example: If there is an Insurance Company listed, show insurance fields. If there is no Insurance Company listed hide insurance fields.

    15 votes
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    Viewed  ·  0 comments  ·  Fields  ·  Flag idea as inappropriate…  ·  Admin →
  6. Ability to schedule a Status Change, Notification, or Task based on a custom field.

    We would like the ability to schedule a status change, notification, email, or task based off a custom field. Currently, you can only use Custom Fields as "conditions of status changes", but not the actual trigger.

    We need reminders when certain things happen, or are about to happen.

    ie.
    Material Delivery's, we need to be able to set an automation that changes the status to material delivered when the date in the Custom Field delivery date occured yesterday.

    Sub-Contractor Insurance policy expiration notification. We need to be reminded a month before a subcontractor insurance policy is about to expire so…

    1 vote
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    0 comments  ·  Fields  ·  Flag idea as inappropriate…  ·  Admin →
  7. Time option on custom field

    Have an option for time on custom fields

    1 vote
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    0 comments  ·  Fields  ·  Flag idea as inappropriate…  ·  Admin →
  8. Make the longer custom field names go above the field instead of below

    Currently when you have a custom field with about 20 characters the name of the custom field will adjust to be below the field itself since there isn't enough room next to it.

    This can be confusing as the standard would be to have the name above.

    1 vote
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    0 comments  ·  Fields  ·  Flag idea as inappropriate…  ·  Admin →
  9. Production Manager field just like Sales

    The Sales person field is so nice because it pulls over the name of the sales person assigned to that job in the automations / templates. I would like to see a field for the Production Manager as well since there is a team of PM's and Sales Reps. It would be nice to have my automations auto add their PM's names. The email templates allow it, but the automation tasks etc, do not.

    1 vote
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    0 comments  ·  Fields  ·  Flag idea as inappropriate…  ·  Admin →
  10. Contact field for multiple email address

    Some of our contacts have multiple emails. It would be helpful if there was an option to have multiple emails listed for a contact

    18 votes
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    Viewed  ·  0 comments  ·  Fields  ·  Flag idea as inappropriate…  ·  Admin →
  11. Referral Name Textbox for Lead Sources

    I would like the lead source option "Other" to give sales reps a field to enter a name. Currently I have a custom field for "Referral Name," but I have to run two separate reports (built-in and custom) to get a detailed view of my lead sources.

    3 votes
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    Viewed  ·  0 comments  ·  Fields  ·  Flag idea as inappropriate…  ·  Admin →
  12. Mailing address for Customers

    The street address isn't always the same at the mailing address. We have several customers that have PO Box delivery or own rental properties. In such cases we need to be able to enter the work site address as well as the mailing address.

    17 votes
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    Viewed  ·  5 comments  ·  Fields  ·  Flag idea as inappropriate…  ·  Admin →
  13. The javascript for an empty Main Phone field should put the cursor at the beginning

    Currently the field is empty, the cursor can be placed several digits to the right causing a formatting problem without moving the cursor to the first digit position before typing the phone number. It is the only phone number field with the issue.

    2 votes
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    Viewed  ·  1 comment  ·  Fields  ·  Flag idea as inappropriate…  ·  Admin →
  14. Customer/Job number in Display Name

    There needs to be an option in General settings: Advanced options to add the customer or job number to the display name. I manually added ALL CUSTOMER NUMBERS to the display name, but in the future, this could be a make or break situation with this CRM. Also, it would eliminate the "duplicate" name situation as all names would have a unique number next to it.

    6 votes
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    0 comments  ·  Fields  ·  Flag idea as inappropriate…  ·  Admin →
  15. no job field limit

    Under "Job FIelds", we have Tile Colors as a "Field Name" Options List, and are only allowed 50 options. Tile comes in many brands and colors, and 50 isn't enough! Would like a limitless option of names we can enter.

    5 votes
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    0 comments  ·  Fields  ·  Flag idea as inappropriate…  ·  Admin →
  16. HIGHLIGHTING AND FLASHING TEXT FEATURE

    When I create a related contacts for a customer, I wish within the description field you could HIGHLIGHT or make something flash or stand out for that related content. I put important information in the related content record and in the description field. i want it to be able to stand out.

    2 votes
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    1 comment  ·  Fields  ·  Flag idea as inappropriate…  ·  Admin →
  17. Contact fields that could be programed as a dropdown field.

    For example I want to make a color selection document, I would have the field OC Duration Shingle then the drop down would have all the colors listed and I could select the one thew customer picked...

    3 votes
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    0 comments  ·  Fields  ·  Flag idea as inappropriate…  ·  Admin →
  18. Field for job address

    It would be nice to have a different field for job address. We work for contractors that are always doing different projects as different addresses.

    3 votes
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  19. Primary & Secondary Lead Sources

    Have the ability to have primary and secondary Leads to better track from the big picture and then be able drill down into the specific details for marketing and budgeting purposes.

    Example:
    Primary Lead = Internet
    Secondary Lead = Website - Contact Us
    Website - Free Estimate
    Angie's List
    Facebook
    Google

    Primary Lead = Branding
    Secondary Lead = Apparel
    Company Pens
    Truck
    Yard Sign

    1 vote
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    0 comments  ·  Fields  ·  Flag idea as inappropriate…  ·  Admin →
  20. A different interface for different contact types.

    It would be nice if each type of contact had their own contact fields.
    for example: Insurance Claim customer VS. Cash deal or
    Commercial Roofing VS. Residential
    Vendor VS. Subcontract
    In our job nimbus the contact fields were set up for insurance claims-Roofing. But not all contacts need all of these fields

    3 votes
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