JobNimbus Feedback

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Contacts & Jobs

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  1. Printed Contact Info - Formatting

    User would like to have Notes and Activity retain their formatting in order to improve visibility after printing. Currently line-breaks are being disregarded and content is being combined; this is causing difficulty when attempting to review information quickly.

    1 vote
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    1 comment  ·  Activity & Notes  ·  Flag idea as inappropriate…  ·  Admin →
  2. Allow for change to the text updated in auto stamped notes in account

    Currently the auto stamped notes for moving a contact/job between statuses does not have all the data we wish to see. It would be helpful if we had access to input data into that note such as a template for auto generated notes. This would help cut down on the amount of notes needed in the contact making it much easier to find a our important info.

    1 vote
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    0 comments  ·  Activity & Notes  ·  Flag idea as inappropriate…  ·  Admin →
  3. Ability to reassign notes to different jobs

    When editing a note, need to be able to assign notes to another job if they were put in the wrong place. Also should be available for estimates, material orders, etc.

    1 vote
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    0 comments  ·  Activity & Notes  ·  Flag idea as inappropriate…  ·  Admin →
  4. Length of Time in Each Status

    User would like to be able to see the length of time a contact has remained in each status historically. So if the project is completed, the user wants to know how long that particular contact was in the status of lead, pending payment, etc.

    4 votes
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    1 comment  ·  Activity & Notes  ·  Flag idea as inappropriate…  ·  Admin →
  5. Job/Contact Pop ups

    At times, we have customers or situations that we need everyone to be aware of, but don't necessarily need it in the job description. IE - flagging the "crazy customers" - a pop up that alerts staff when they open that customer's contact or job would be helpful here! Kind of like medical alert pop ups (ie - allergic to latex) that pops up at doctor's offices and hospital systems.

    4 votes
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    0 comments  ·  Activity & Notes  ·  Flag idea as inappropriate…  ·  Admin →
  6. Cleaner Notes options for notes when emails are captured for a contact.

    I would like email cust from JN for our record, but whenever we do it, it shows the whole email in the note and it really long. Wonder if you guys should have an expand and subject line view only for note. So when we want to see detail, we can expand, if not, we just see subject line. Thanks

    1 vote
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    0 comments  ·  Activity & Notes  ·  Flag idea as inappropriate…  ·  Admin →
  7. split images into multiple categories instead of lumped together

    We typically work with insurance and need photos for describing and sending to adjusters. I'd like to be able to separate the images into categories like inspection, Progress, Final Photos, Warranty etc. that way they can be separated and viewed with the other photos in that field and sent if needed by anyone following up on files.

    1 vote
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    0 comments  ·  Activity & Notes  ·  Flag idea as inappropriate…  ·  Admin →
  8. Reply option in job and contact notes

    When someone leaves a note, it would be great to be able to leave a response under the original note to keep all relevant note activity together in one place.

    2 votes
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    0 comments  ·  Activity & Notes  ·  Flag idea as inappropriate…  ·  Admin →
  9. Red alert messages that populate at top of job or contact

    It would be great to be able to leave a red alert message on the job and contact that always populates at the top of the page or at the top of the message activity for important info that otherwise gets lost in the message activity.

    1 vote
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    0 comments  ·  Activity & Notes  ·  Flag idea as inappropriate…  ·  Admin →
  10. 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.

    2 votes
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    Viewed  ·  0 comments  ·  Activity & Notes  ·  Flag idea as inappropriate…  ·  Admin →
  11. 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.

    13 votes
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    Viewed  ·  2 comments  ·  Activity & Notes  ·  Flag idea as inappropriate…  ·  Admin →
  12. 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 →
  13. 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

    27 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.

  14. 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 →
  15. 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 →
  16. 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 →
  17. 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 →
  18. 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.

    11 votes
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    3 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!

  19. 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

    17 votes
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    Viewed  ·  3 comments  ·  Activity & Notes  ·  Flag idea as inappropriate…  ·  Admin →
  20. 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

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