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Contacts & Jobs

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How can we improve Contact & Job Management?

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2 results found

  1. Ability to Duplicate (Contacts, Jobs)

    As certain jobs are duplicated (i.e. repeats), it would be great to have a function that enabled duplication of jobs when creating a 'new' job rather than having to reenter the data.

    Sometimes we need to add another contact from the same company, so duplicating all info and related items, etc and just changing the name.

    77 votes

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    Completed  ·  22 comments  ·  Contacts  ·  Admin →
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  2. Contact & Job Merging

    Is there a way to merge 2 or more contacts together

    65 votes

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    19 comments  ·  Contacts  ·  Admin →
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    Completed  ·  Bekah Eldridge responded

    Update!!
    We have released the Merge Contacts feature!! You are now able to merge contacts into each other.

    If you want to vote on merging Jobs together as we haven’t added that yet you can vote on this suggestion here. Those of you who commented about merging jobs we have already added as watchers and votes for this:
    https://jobnimbus.uservoice.com/admin/v3/suggestions/39124570/

    If you are interested in Contacts converting to Jobs you can vote on that feature here:
    https://jobnimbus.uservoice.com/admin/v3/suggestions/38667151/

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