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Contacts & Jobs

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  1. Adding additional contact fields

    I very often have clients with multiple emails and contact information. Who doesn't have more than one email? I also have clients with multiple properties and one property is normally the billing address. We may be working on a different address for the property but need to send info to the billing address. I also have a couple clients that like to involve other family members for information. In one instance I am working on a daughters house and dad is the contact but not the owner. I have another with an elderly woman and I go through her daughter…

    3 votes
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    1 comment  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  2. Exporting Contacts

    When exporting to csv file, the csv files uploads to excel with the full address in one column. Would like ability to download csv file so that when it is uploaded the street, city and zip are all in different columns.

    1 vote
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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  3. Remove "Is Sold" column option from Contact List customization

    Since "Is Sold' was replaced with Stages, this should not be listed as an option for Contact list column customization

    1 vote
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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  4. Remove/Flag Duplicate Contact IDs When Importing from CSV

    When I import contacts from a CSV file, if they have the same IDs as existing contacts in JobNimbus there should be a warning/flag or a way to remove them from the import until the IDs are updated.

    1 vote
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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  5. Autopopulate Contact Info from a Job

    When adding a job based of a contact, the data for that contact autopopulates, doesn't work the other way around, linking a contact to a job doesn't autopopulate the data, this would be a great feature and is something BuilderTrend has

    1 vote
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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  6. Allow us to edit pre-existing fields for Contacts, Jobs, and Work Orders

    I am trying to use Zapier with JobNimbus but zapier will only pull data from pre-existing fields from Job Nimbus, and not customized fields. It would be nice if we could edit the pre-existing fields so we don't have this issue.

    2 votes
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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  7. Search by Contact City

    Need to be able to search by Contact city.
    Contact street address is searchable, however I would like to see all Contacts per city.

    1 vote
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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  8. Delete Profile Pic

    Please advise how to delete a profile pic as our trainer (Ben Kirk) was not even aware that this was an issue.

    1 vote
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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  9. Add more columns to material list quanities

    I would like to be able to customize the way the material list looks so I could add if material list comes back form the job by adding columns to the list.

    1 vote
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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  10. Different contact fields based on assigned workflow

    I would like to have different contact screens for different types of customers based on which workflow they are in. This way retail customers can have one set of contact fields, while insurance customers can have another set of contact fields, and so on.

    1 vote
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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  11. Subcontractor contact list

    One feature I liked in coconstruct is their subcontractor's contact list including a place where I can upload their W9, insurance documents etc and assign expiration dates. So every time I look at the subcontractor's contact list I can see right away if one of these documents has expired. They also give the option of loading other documents this way.

    1 vote
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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  12. 2 votes
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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  13. Ability to lock the Lead Source Field if it has been set by an admin.

    We would like the ability to lock the Lead Source Field to certain access profiles so that if the field was set by an Admin the field can't be changed by anyone other then an admin.

    1 vote
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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  14. Report on Contact Type

    Ability to set a contact as certain type as currently able to do. But then have the ability to specify that contact type into reports and documents. For example you could then specify that in a report you want the structural engineer associated in a job to be included in the report or document.

    3 votes
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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  15. Email Contacts

    When I email out of Job Nimbus The Time from Start to Sent is delayed alot. Sometimes more than 30 minutes or more!!Also Open Delay.

    1 vote
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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  16. Fillable Contact Form Template

    User would like to be able to create a fillable form to send to customers and have the information gathered in that form auto create a new contact

    7 votes
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    Viewed  ·  0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  17. Multiple contacts with the same name

    Right now if I put in a new contact with the same name of an existing contact it won’t let me create it unless I change the way the name appears. There is not only 1 John Smith in the world. We should be able to add multiple contacts with same name without giving them some unique identifier.

    1 vote
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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  18. 1 vote
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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  19. Time-based status archiving

    There should be a way to have contacts within one status both active and archived, and after a designated number of days the contacts would automatically be archived (as opposed to having to create a separate archived status and automation)

    1 vote
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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  20. It would be nice if there was an option for your contacts to show up in the order they were created.

    We use our contacts as lead sheets. Once my secretary takes a phone call from a potential customer. She creates a contact and assigns it to a salesman. When the salesman looks at the contacts and sees them in the order they were entered and not last updated, they could be more accurate about calling our customer's back in the order they called us.

    1 vote
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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
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