Contacts & Jobs
22 results found
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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 voteThis has been an infrequent ask, so with current priorities, it will not be added at this time. It will be considered again if additional requests are made.
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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 voteThis has been an infrequent ask, so with current priorities, it will not be added at this time, but will be considered if additional requests are made.
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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 voteThis has been an infrequent ask, so with current priorities, it will not be added at this time, but will be considered if additional requests are made.
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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 votesThis has been an infrequent ask, so with current priorities, it will not be added at this time.
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Manually Enter Contact Numbers
The ability to assign contact numbers manually.
1 voteThis would break sequential ordering in the system as is and we would have to create validation that the same number does not already exist. As such, Will not be added in the foreseeable future.
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"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 voteClosing out due to age of request, that it was fixed, or that it won't be implemented. Cleaning up our votes to make sure we are focusing on the greatest impact.
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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 votesClosing out due to age of request, that it was fixed, or that it won't be implemented. Cleaning up our votes to make sure we are focusing on the greatest impact.
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3 votes
Closing out due to age of request, that it was fixed, or that it won't be implemented. Cleaning up our votes to make sure we are focusing on the greatest impact.
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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 votesClosing out due to age of request, that it was fixed, or that it won't be implemented. Cleaning up our votes to make sure we are focusing on the greatest impact.
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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 votesClosing out due to age of request, that it was fixed, or that it won't be implemented. Cleaning up our votes to make sure we are focusing on the greatest impact.
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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 votesClosing out due to age of request, that it was fixed, or that it won't be implemented. Cleaning up our votes to make sure we are focusing on the greatest impact.
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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 voteMerged with other ideas, fixed, or declined.
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6 votes
Closing out due to age of request, that it was fixed, or that it won't be implemented. Cleaning up our votes to make sure we are focusing on the greatest impact.
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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 voteMerged with other ideas, fixed, or declined.
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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 votesMerged with other ideas, fixed, or declined.
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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 votesMerged with other ideas, fixed, or declined.
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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 voteMerged with other ideas, fixed, or declined.
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A way to map or autopopulate data from custom contact fields to jobs
I'd like to be able to autopopulate the data entered into custom contact fields to the same custom fields for jobs. If there could be a setting to allow the fields to be mapped or to transfer the data over that would be very helpful.
5 votesMerged with other ideas, fixed, or declined.
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Make Contact Task Tab Sortable
Would like to see the option to sort my Tasks from Newest to Oldest to increase visibility of urgent Tasks
1 voteMerged with other ideas, fixed, or declined.
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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.
2 votesMerged with other ideas, fixed, or declined.
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