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Contacts & Jobs

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52 results found

  1. search fields

    Need to be able to search on any text string (including phone numbers) that appear in the contact card. Also if you used reg expressions to do searches that would be a good secondary hack.

    1 vote

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    1 comment  ·  Fields  ·  Admin →
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  2. Required Field When Moving a Job to Lost

    When changing the status of a job to Lost, I would like a way to require it to give a reason why from a predetermined drop-down list.

    1 vote

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  3. Custom Fields Mapped to Contacts

    We are trying to find a good way of tracking our referrals. In Job Setup, we have the field “Lead Source” with a drop down list. One of the options on the list is “Referral: Please Specify” and then we have to add the name to a custom field below called “Referral Name”.

    I would like to make that custom field “Referral Name” so that we can select one of our contacts, like we do with the “Related Contacts” field. Right now we can only enter text.

    1 vote

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  4. Sub Lead Source

    Looking to edit the lead source abilities. We would like to have a company name as a lead source and then have all of the team members listed under that company as a sub lead source.

    1 vote

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  5. Keyboard Shortcuts

    Being able to utilize "keyboard shortcuts" to be able to access menus and/or perform actions and commands.

    1 vote

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  6. Export Gmail Emails to CSV

    Looking to streamline your email management and safeguard your Gmail data efficiently? Look no further! Exporting Gmail emails to CSV (https://www.cigatisolutions.com/blog/export-gmail-emails-to-csv-format/) has never been easier, thanks to the Cigati Gmail Backup Tool.

    Cigati Gmail Backup Tool is the ultimate solution for hassle-free email export. This powerful software ensures that all your Gmail emails, including attachments and metadata, are securely backed up in CSV format. With its user-friendly interface and robust features, you can effortlessly export Gmail emails in just a few clicks.

    Why choose Cigati Gmail Backup Tool over manual methods? First and foremost, it saves you valuable…

    2 votes

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  7. Add gate code in the address field

    It would be nice if the gate code was populated in the address field rather then in the details tab on the app so that it would be easily seen when looking at the address.

    1 vote

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  8. Custom Job Fields show in Calendar

    We have a custom job field for installation date. It would be great if this field could show up on our calendars.

    3 votes

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  9. Move custom fields

    Add ability to drag and drop custom fields to be able to reorder them

    2 votes

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  10. 1 vote

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  11. Add Sections to Job Fields

    It would be nice to have the ability to add a section header to the Job Fields. This would give them a space between to categorize information together. There is a lot of information we can input and being able to break it apart into groups of information would make it easier to organize. For example, a section header that says Insurance Information with all the fields related underneath like Insurance Company, Policy #, Claim #, ACV, Deposit, RCV etc.

    7 votes

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  12. It would make more sense if the gate code field populated in the Job if it was already inserted in the Contact.

    It would make more sense if the gate code field populated in the Job if it was already inserted in the Contact.

    2 votes

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  13. Add secondary name fields under contact

    Include a secondary contact name field when creating new contacts. Instead of creating a new related contact.

    5 votes

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  14. Automations using custom fields

    Add ability to create automations to send to emails input as a custom field (such as insurance adjuster emails or secondary emails)

    1 vote

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  15. Dynamic Contact Fields

    It would be so helpful if the contact fields could be separate when it comes to the type of contact, we don’t use the same fields in retail that we do in insurance and I want to be able to make certain fields in the insurance type required. But I can’t because it would make them required in the other types and that won’t work.

    1 vote

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  16. Ability to edit/expand the comment box for contact custom fields

    Ability to edit/expand the comment box for contact custom fields

    3 votes

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  17. Make assigned to a drop down

    I would like the assigned to field to be a drop down just like the sales rep field so you don't have to type a name.

    3 votes

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  18. Custom Equations for Custom Fields

    We use custom fields to track RCV, ACV, Deposits, Debits, and more. We would liek to create another field that can create an equations. For example, RCV - ACV - Deposits = Outstanding Balance.

    9 votes

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  19. Default "Shadow Text" in Fields

    Allow admin to create a default light colored "shadow text" that populates in fields to suggest the information or format that should be input.

    Example: a Job is asked to be entered as CUSTOMERLASTNAME-REPINITIALMMYY DOE-MA0222

    5 votes

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  20. Custom fields open more fields when filled

    It would save a lot of space to be able to have custom fields where, if selected, they would open up other custom fields. But if not selected they would be hidden.

    5 votes

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