JobNimbus Feedback

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Contacts & Jobs

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  1. Conversation notes vs Individual Notes

    At present, notes are entered individually; and when someone "replies" to the note, one has to go find it somewhere in the Activity time line. It would be nice if there was a conversation feature whereby a note can be responded to or comments trails made a part of it (like a blog post) so one can reply to that note specifically.

    10 votes
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    Viewed  ·  2 comments  ·  Activity & Notes  ·  Flag idea as inappropriate…  ·  Admin →
  2. Details on Exported Contacts

    User would like to have access to a log or with details about contacts being exported. This would allow the user to see who exported contacts, what contacts they exported, and when those contacts were exported.

    1 vote
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    Viewed  ·  0 comments  ·  Activity & Notes  ·  Flag idea as inappropriate…  ·  Admin →
  3. Sticky Notes on Contacts/Jobs

    I wish there was an option to "STICKY" the notes especially important ones so I can see it easily on top of all the other notes/emails/etc in the lead profile. And preferably in BOLD so it stands out.

    3 votes
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    0 comments  ·  Activity & Notes  ·  Flag idea as inappropriate…  ·  Admin →
  4. Pin important Notes to top of activity

    It would be nice to be able to flag or pin important notes that would stay at the top of the activity so important items do not get buried

    23 votes
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    3 comments  ·  Activity & Notes  ·  Flag idea as inappropriate…  ·  Admin →

    Great idea! Thank you for your suggestion.

    The “Description” field on Contacts and Jobs is sometimes used as a “permanent note” that always stays at the top, but your idea will be great to have alongside that to make notes more dynamic and useful.

  5. Allow us to to add comments on all jobs list view

    please allow us to add notes on jobs list so we don't have to open them to know what's going on, or just look at the picture i provided

    2 votes
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    0 comments  ·  Activity & Notes  ·  Flag idea as inappropriate…  ·  Admin →
  6. Automated Activity Per Job

    It would be so much more efficient if activity was automatically generated per job so you wouldn't have to manually enter each think that was entered, changed to completed.

    1 vote
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    0 comments  ·  Activity & Notes  ·  Flag idea as inappropriate…  ·  Admin →
  7. better recent activity

    recent mentions section on dashboard showing the last several @mentions of your name so that you don't have to check your email or sift through all of your contacts to see if anyone has responded to you on your contacts. Configurable recent activity and recent mentions settings to show more extended activity history.

    2 votes
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    0 comments  ·  Activity & Notes  ·  Flag idea as inappropriate…  ·  Admin →
  8. Allow columns on description

    we work with clients for about a year, there's so much interaction
    the description is the only thing that allow us to separate what matters from all useless activity saving us time and keeping us updated in short time.
    Currently if we receive a phone call we have to read the activity before
    we can answer, and must of the people hung up.
    this has to be fixed soon.

    1 vote
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    0 comments  ·  Activity & Notes  ·  Flag idea as inappropriate…  ·  Admin →
  9. Activity Default to "All" instead of "User Created"

    We would prefer if the activity for a job populated to "All" instead of "User Created" (or make a setting to change in back end) because we have to change it every time to get "all" the information for a job; thus, defaulting to show you/us everything relevant, instead of only the user created items.

    6 votes
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    2 comments  ·  Activity & Notes  ·  Flag idea as inappropriate…  ·  Admin →

    We already have this planned and coming soon! Basically what will happen is it’ll remember what you last had it set to, so if you set it to All then it will always be on All until you change it to something else.

    Stay tuned!

  10. Formatting for Notes Text

    Bold, Italic, Underline, color, etc.

    It would be nice to be able to bold or change the color of text in notes to make them stand out

    13 votes
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    Viewed  ·  3 comments  ·  Activity & Notes  ·  Flag idea as inappropriate…  ·  Admin →
  11. Activity should include Automation events, notifications

    We have automated notifications that are emailed to our clients. The System created activities should include copies of those emails send out or at least a note that it was done

    12 votes
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    Viewed  ·  3 comments  ·  Activity & Notes  ·  Flag idea as inappropriate…  ·  Admin →
  12. Show Completed Tasks In Activity Panel for Jobs

    I dictate a lot of notes in my task pane and when I check that the task is complete I would like for that to be listed in the activity or an option to show completed tasks in the task pane. I suppose to me, it's all related to "Activity" which is why I was making this suggestion.

    8 votes
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    0 comments  ·  Activity & Notes  ·  Flag idea as inappropriate…  ·  Admin →

    Definitely something that we plan to do as soon as we can! There will be some big and cool changes to the Activity pane as we move forward with Mobile 2.0 and come up to web 2.0 as well. Stay tuned!

  13. the ability to edit the date on a notes...

    I wish there was feature that allowed you to edit the date of your note. I try to keep up with my notes but on days that I'm swamped I wish I could log and edit the date and time of my notes as needed.

    1 vote
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    0 comments  ·  Activity & Notes  ·  Flag idea as inappropriate…  ·  Admin →
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