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JobNimbus Feedback

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Contacts & Jobs

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32 results found

  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

    24 votes

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    3 comments  ·  Fields  ·  Admin →
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  2. Customize the field name for "Sales Rep"

    The ability to customize and change the field name "Sales Rep" to "Solar Consultant"

    3 votes

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    0 comments  ·  Fields  ·  Admin →
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  3. 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.

    30 votes

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    Viewed  ·  2 comments  ·  Fields  ·  Admin →
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  4. 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.

    9 votes

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    Viewed  ·  1 comment  ·  Fields  ·  Admin →
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  5. Option to make Built-In Fields Required/Mandatory (e.g. Lead Source)

    Really need to be able to require specific fields in the contact & job information, ESPECIALLY lead source.

    81 votes

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  6. More than 35 options available for Options List custom field

    I need more than 35 text and options list in Custom Fields. I have important information that needs to be conveyed to everyone. Preferably I should have unlimited text and options lists.

    10 votes

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    3 comments  ·  Fields  ·  Admin →
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    Thanks for your submission! Could you let us know a couple of examples of info that you’d like to enter here but can’t fully because of the current limit? Also, if you could provide an estimate of how many fields, besides unlimited :), would meet your needs?

    Let us know and we’ll see what we can do. Thanks!

  7. Multi-Select Dropdown Option Field Type

    I love the new "Option" Field in JN, however, I would like to see another field or an option when creating this field to allow users to select as many as they want from the dropdown.

    My current work around is to create two or more separate Option fields. It is a little overwhelming though how long the "Edit Job" or "Edit Contact" screen appears when you have so many fields added to it, especially when it could be condensed by allowing this suggestion of a "Check all that apply" type field to be added.

    10 votes

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    Viewed  ·  1 comment  ·  Fields  ·  Admin →
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  8. Custom Fields by Type (Contact, Job, WO)

    Custom fields should be linked to the contact type (the same should apply to job type, and WO Templates as well). This way we can have custom fields based on the contact type we are using. Instead of fields that aren't applicable to the contact type.

    34 votes

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    13 comments  ·  Fields  ·  Admin →
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  9. Second "primary contact" on the contact with additional phone number and email fields

    Second owner on the contact with additional phone number and email fields

    42 votes

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  10. Allow Customization of Field Layout in Contacts, Jobs, Tasks

    Allow users to move the fields around (order of them) when adding, editing, and viewing Jobs and Contacts, and hide built-in fields that are not applicable to a specific workflow.

    This should be customizable per Workflow so that different Contact/Job types have different field requirements according to their needs.

    97 votes

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    23 comments  ·  Fields  ·  Admin →
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  11. Other Email, Phone, and Address Fields (e.g. billing) for Contacts

    Add more fields for additional phone, email, and physical addresses for contacts.

    I would like to have the ability to enter contacts home as well as their business addresses and emails. It could be a second contact address rather than marked as as a home address, This would mean for employees for instance you can write to them at their home address or have a second email address for a contact. This save having to set up two contacts for the same person and the confusion this causes.

    157 votes

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    Planned  ·  46 comments  ·  Fields  ·  Admin →
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  12. Phone Number field in Jobs

    When creating a jobs I would like a area to enter the persons phone number so it can appear on the top of the page when I am looking at the job. I don't want to click on contact to pull up a number.

    172 votes

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    37 comments  ·  Fields  ·  Admin →
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    Good news!  We are planning to improve this functionality in an upcoming release.  Phone numbers (and other contact information) from the related Contacts will be displayed prominently on the Job view screen.  This will mean you no longer have to click into the Contact from the Job to find the phone number or email address.


    We expect this update to release in the next 30 days.

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