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JobNimbus Feedback

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Contacts & Jobs

50 results found

  1. 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  ·  Admin →
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  2. 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.

    3 votes

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    Viewed  ·  1 comment  ·  Contacts  ·  Admin →
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  3. 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.

    30 votes

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    1 comment  ·  Contacts  ·  Admin →
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  4. 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.

    6 votes

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  5. 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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    Viewed  ·  0 comments  ·  Contacts  ·  Admin →
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  6. 3 votes

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    1 comment  ·  Contacts  ·  Admin →
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  7. 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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    0 comments  ·  Contacts  ·  Admin →
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  8. 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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    0 comments  ·  Contacts  ·  Admin →
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  9. 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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    1 comment  ·  Contacts  ·  Admin →
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  10. Create contact from job

    Occasionally a sales rep gets excited to create a job. They enter all the contact details however, they do not create the Contact. Can the Contact be created from the Job details automatically so that we do not have to Add Contact and manually enter all the contact details. If not automatically, have the Contact form auto-populate with the contact information when the Add Contact is selected.

    3 votes

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    1 comment  ·  Contacts  ·  Admin →
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  11. 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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    Viewed  ·  0 comments  ·  Contacts  ·  Admin →
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  12. Contact Custom Fields to be seen by Zapier

    Contact Custom Fields should be visible on Zapier.

    3 votes

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  13. 6 votes

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  14. Ability to Save view

    You should have the ability to save different views for contacts or jobs. Currently you can only have one view

    1 vote

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    0 comments  ·  Contacts  ·  Admin →
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  15. Could you add another field under Lead Source so that we can add a persons name for word of mouth estimates?

    Could you add another field under Lead Source so that we can add a persons name for word of mouth estimates?

    2 votes

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    0 comments  ·  Contacts  ·  Admin →
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  16. Merged data in Contact/Jobs

    Intake, Contact & jobs should be combined data. Not entering the same information multiple times. When a contact comes up all the information is listed and jobs are listed underneath with the email and job nimbus correspondence. Multiple pages are not necessary and require additional work for the rep.

    4 votes

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    0 comments  ·  Contacts  ·  Admin →
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  17. Enable entry of customers with the same name and not have to modify

    We live in an area where many people have the same name. This creates a lot of difficulty for us when creating a new contact. We have to modify and it causes reporting issues for us. It would be great to have an "override" button for these customers.

    6 votes

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    1 comment  ·  Contacts  ·  Admin →
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  18. Create/Allow Custom Creation of Tabs Adjacent to Work Orders tab. (See Photo)

    Devs/Forum Admin: In many different iterations, this issue has been raised by other users. I'd like to propose a solution to solve all the different feedback proposed in regards to this meta-issue. I'll link to similar feedback below. Please note this fix would solve a major problem JN has in opening up marketability to a specific class of roofing contractor. Insurance Restoration Contractors who perform 85%+ insurance work rather than retail typically opt for systems like JobProgress, Acculynx, & GiddyUp as you can get a sense for if you spend 5 minutes searching through FB groups such as Level The…

    3 votes

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    0 comments  ·  Contacts  ·  Admin →
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  19. Improve flow of setting up job/contact

    Intuitive flow on setting up a contact and jobs. 1. You have two tabs for adding contacts on the contact page. If the correct one is not chosen they will not connect to original intake and not appear on the sales funnel. Your training description read choose upper right corner. They are both in the upper right corner. This is extremely confusing and causes a great deal of problems as the jobs and followup move forward. 2. There needs to an ability to delete as well as add product. That is not in your guide. Your user guide is NOT…

    1 vote

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  20. Add checkbox next to phone # to indicate primary point of contact

    The customer would like a checkbox next to a phone number to indicate it is the primarily point of contact of their customer.

    4 votes

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