Contacts & Jobs
53 results found
-
Customize Share email
I'd like to be able to customize the email message that goes out when I use the Share feature.
1 vote -
Restrict Access to some profiles from editing contacts & jobs main information
We would like to be able to have our repair technicians see only the information needed for their current jobs and contacts, but not be able to edit or delete the information. They should still be able to leave notes, email, and upload pictures or documents. they should not be able to view any contacts or jobs that they are not assigned to.
1 vote -
Need a way to move Contact Info into a Job
It would sure be nice if there was a MOVE TO JOB option for things like Estimates, Invoices, documents and Photos that were placed in a Contaact instead of a Job The drop down list would show existing jobs for the customer and the option to create a new job if the one you need to move it to doesn't exist.
1 vote -
Contact Workflow Visibility with Jobs V2
I would like to be able to make my contact workflows visible by "assignees" only while using Jobs V2, but currently this is not an option as there is no field to add the assignee when creating a contact with Jobs V2.
1 vote -
Secondary Contact and Job Calling Option
Have a Secondary Contact option within the Job and the ability to One-Click Call them from the app. Having the contact's names next to each phone number would also be very helpful in this scenario.
1 vote -
County Field
It would be great if there was a County field in Contacts. Ideally it would recognize the county that the address is in but just having a field would be helpful. This would help with permitting and save the hassle of figuring out what county each address is in.
2 votes -
color subcontractor
Being able to Color Code Subs or Vendors Just like Team Members.
This could be done in 2 Ways Either Direct by Vendor or Subcontractor or Alternately by Trade
Having this ability it allows to look at a calendar and see directly who or what trade is on the job next just as we can with team members. Having a large database of subs and vendors it is an instant flash on the calendars
2 votes -
Properties Menu For A Single Contact
When dealing with realtors who have several properties, instead of creating numerous contacts for the same realtor (which can be difficult to keep track of), it would be helpful to have a 'Properties' menu attached to a single contact. When you click on a property, it would provide you with all the same options as if you were clicking on the contact.
2 votes -
Ability to add more than one address per contact
Ability to add more than one address per contact (so if they have multiple locations)
29 votes -
Sync Contacts Different types of Contacts to Contacts (Customers) on QuickBooks
We can not sync more types of Contacts to Quickbooks
- Allow to map more types of Contacto to Quickbooks sync
2 votes -
Stop duplicate contacts with the same address
Is there a way for the system to keep us from creating multiple contacts under the same address? For example, the husband calls in and requests a service on their property. The next year the wife calls in and requests a different service and we enter her into the system so now we have two different names under the same address. When creating a new contact, can the system populate an existing contact when we type in their address?
2 votes -
Ability to track activity on contacts
I would like to be able to see if calls are made to new leads/contacts without creating a custom field or requiring them to move a status. Storm season is here and we have had over 400 leads in the last 10 days. Need an easier way than manually doing this daily.
1 vote -
Show more items Contacts and Jobs per page
Give the option of showing more items on the tables of Contacts and Jobs per page
1 vote -
Phone number Extension to allow letters
We like to put a NAME by the phone number, in the "Extension" field, so we can distinguish who we are calling from the contact information. Right now, only numbers can be entered in the Extension field, please allow letters also.
1 vote -
Make contact color different from job color. Easier to tell what form you are in.
Make contact color different from job color. Easier to tell what form you are in.
2 votes -
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.3 votes -
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.
3 votes -
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.
16 votes -
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
3 votes -
Manually Enter Contact Numbers
The ability to assign contact numbers manually.
1 vote
- Don't see your idea?