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JobNimbus Feedback

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Contacts & Jobs

41 results found

  1. Ability to add more than one address per contact

    Ability to add more than one address per contact (so if they have multiple locations)

    9 votes

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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
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  2. Selective Merging

    Would like to be able to choose what info is merged from which contact.
    Context:
    2 of the same client with non-identical info - 1 has the phone #, the other has the email, preferred name on one profile, etc. Would like to pick what info is merged, Boolean style - this or that.
    Would make the merge capability much more effective and cut down on the amount of work to update the info with what doesn't get transferred.

    1 vote

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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
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  3. Ability to Add Duplicate Names

    Can we override the duplicate names error? Maybe a check box or something that allows us to override the message.

    11 votes

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    5 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
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  4. Ability to search from the list view in contacts and jobs

    Would like the ability to search jobs or contacts via a search bar. When clicking on the contacts or jobs icon at the top of the page and entering the list view it would be nice to have a search bar vs. having to click through multiple pages looking for that contact or job. The search bar at the top of the page is decent but pulls everything together.

    1 vote

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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
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  5. Manually Enter Contact Numbers

    The ability to assign contact numbers manually.

    1 vote

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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
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  6. Completely Hide archived contacts

    I would like archived contacts completely hidden from view even when adding a contact to the Related Contact field. I don't want archived contacts to come up as an option on that list

    2 votes

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  7. "Contact Fields" and "Insert Template Field" Combined

    When you create an email template (especially for automation) you can easily select and insert a template field that populates information into the email (i.e. customer name, address, ect.). Part of the selection is "Contact Others" where you can select "Approved Invoices-Balance Due." This populates the amount due in the email, which is very useful. If you made it so that we could have the same option to use "Insert Template Field" when customizing the Contact Fields, we could do many things, including have the Balance Due right at the top of the contact.

    Another thing you should do is…

    1 vote

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  8. Same Name

    I have 2 separate customers with the same first and last name. It won't let me add the second customer because it says I have a duplicate entry even though everything else is different. Please allow same Display names for contacts and jobs

    8 votes

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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
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  9. Limited access on contacts

    We have third party departments who work within our CRM, however we are only wanting them to see contact information not edit or delete it. There should be an option on the access profile permissions to only allow them to see contacts, upload documents/photos, add notes without being able to change the status or edit the contact information. It would be even more helpful if they were able to add dates/input information in the customized contact fields without changing the standard contact fields (like name,address,phone number)

    3 votes

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    Viewed  ·  0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
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  10. Make customer addresses have a clickable link to a map

    It would be awesome if you could click on the customers address and be able to see their location through either google maps, bing or any Navigation Software.

    27 votes

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    1 comment  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
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  11. Ability to add headers to contact information

    The option to change text or add headers to contact information for custom fields so they are broken up a bit.

    2 votes

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  12. allow customizing of contact information page.

    Be able to customize the contact information page, so each business can have the information that is pertinent to there business and in the most logical order.

    4 votes

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    Gathering Feedback  ·  0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
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  13. Turn off drop downs/pop ups in new contacts

    When I am creating a NEW customer the drop downs/pop ups get in the way. Nothing I have entered before apply to NEW customers. We just got 300+ calls in a week and that slowed us down so much. When adding additional contacts I use duplicate and make changes. This works great. We tried turning off pop ups in web browser but that did not change the long pop up/drop down that gets in the way when you start to type a name or address or email.

    5 votes

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    Gathering Feedback  ·  2 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
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  14. 3 votes

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    1 comment  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
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  15. Assigning a New Contact

    I would love to be able to customize what is included in the email to the assigned sales rep when they get this notification from Job Nimbus. We currently utilize the notes section for important information and it would be really nice if I could have this note appear in the initial email to the sales rep.

    3 votes

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  16. Additional filtering options and bulk edit from contact list view

    I'd like to treat the Contacts more like a standard CRM that we can filter, then bulk edit rather than having to create a report to bulk edit that will end up being removed immediately after anyway.

    2 votes

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  17. Be able to use blank space to the right of contacts

    Currently when viewing a contact, the right side of the contact is an entire unused blank space. It would be helpful to have this space customizable and used for additional contact status information that would be helpful for us to have at a glance.

    3 votes

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  18. Pinning notes- Document when a contact file is opened.

    A feature within JN that “pins” a note to the top of a Job/Contact file each time that contact file is opened

    6 votes

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  19. Disable the ENTER key from being the same as SAVE. I'd like to be able to use EITHER the Tab key OR Enter key when moving through the form

    I'd like to be able to use EITHER the Tab key OR Enter key when moving through the form. Currently, when I hit Enter it CLOSES THE EDIT AND GOES BACK TO CONTACT PAGE.

    1 vote

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  20. 6 votes

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