JobNimbus Feedback

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Contacts & Jobs

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  1. Sticky Notes on Contacts/Jobs

    I wish there was an option to "STICKY" the notes especially important ones so I can see it easily on top of all the other notes/emails/etc in the lead profile. And preferably in BOLD so it stands out.

    3 votes
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    0 comments  ·  Activity & Notes  ·  Flag idea as inappropriate…  ·  Admin →
  2. More than 10 Jobs in list view

    More than 10 Jobs in list view

    1 vote
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    Viewed  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  3. HIGHLIGHTING AND FLASHING TEXT FEATURE

    When I create a related contacts for a customer, I wish within the description field you could HIGHLIGHT or make something flash or stand out for that related content. I put important information in the related content record and in the description field. i want it to be able to stand out.

    1 vote
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    1 comment  ·  Fields  ·  Flag idea as inappropriate…  ·  Admin →
  4. Contact board as default 'home screen'

    It would be really helpful if we were able to designate a board as a home screen for each person. We have different boards for different employees for their own workflow.
    Right now, you click into your board, and if you click on a customer it takes you to their profile. Then if you want to go back to your designated 'board', you have to click on contacts and then your board again which seems unnecessary since the program is slow moving as it is. It would be really helpful if there was a button on the side that was…

    2 votes
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    0 comments  ·  Boards  ·  Flag idea as inappropriate…  ·  Admin →
  5. 2 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  6. show only activities, attachments,financials related to it's specific job

    We often have more than one Job that is related to a single customer. When you select one of the jobs, the interface should display only those items related to the job. It's really confusing when you view a job and see stuff from other jobs.

    3 votes
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    0 comments  ·  Jobs  ·  Flag idea as inappropriate…  ·  Admin →
  7. Pin important Notes to top of activity

    It would be nice to be able to flag or pin important notes that would stay at the top of the activity so important items do not get buried

    23 votes
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    3 comments  ·  Activity & Notes  ·  Flag idea as inappropriate…  ·  Admin →

    Great idea! Thank you for your suggestion.

    The “Description” field on Contacts and Jobs is sometimes used as a “permanent note” that always stays at the top, but your idea will be great to have alongside that to make notes more dynamic and useful.

  8. Printouts of Jobs without System Activity notes

    Our superintendents like to have hard copies (i.e. print outs) of their jobs, but currently, there are no filters/options available to print out a job without all the system activity notes (i.e. "Job was created" - Job updated from Customer Services --> Re-roof ,etc.).

    This filter would be highly useful for our roofers out in the field who may not have a JN account but who just need a copy of job info with contact info and activity notes made by users without the clutter of having to weed through irrelevant technical/system activity notes.

    Please create a filter feature to…

    3 votes
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    0 comments  ·  Jobs  ·  Flag idea as inappropriate…  ·  Admin →
  9. Display Jobs and Work Order Boards separately

    Since "Jobs" and "Work Order" Boards are in the same module, they can get all jumbled up on the board field. It would be nice if in the Job Module it had a page separator that had all Job Boards up top and all Work Order Boards on the bottom. Right now I color code the Boards to know which are Job Boards and which are Work Order Boards but aesthetically it would be nice to have them separated, this would also be nice in the Contact module for those who do not use the Job Module.

    1 vote
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    0 comments  ·  Boards  ·  Flag idea as inappropriate…  ·  Admin →
  10. Different Fields for Different Contacts

    Since Customers, Subcontractors, Suppliers, and Adjusters are all (for some reason) under the umbrella of "Contacts," we really need a way to keep our Custom Fields separated by Contact type.

    For example, I don't have any need to input a field for a Customer, when I am entering a new Supplier or Adjuster.

    1 vote
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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  11. click on address on profile card and a new window opens showing on Google maps (web browser version)

    using web version - click on address in either profile card or job task and a new window opens to Google maps. Acculynx has this feature and it is awesome.

    1 vote
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    0 comments  ·  Maps  ·  Flag idea as inappropriate…  ·  Admin →
  12. Mass Reassign to Agents

    I wish we could filter for leads and mass reassign the results to another agent or add other agents.

    2 votes
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  13. Address population would be nice. When you start to type the address, multiple address pop up and you can pick one

    Address population would be nice. Acculynx has it, when you start to type the address, multiple address pop up and you can pick one

    2 votes
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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  14. 1 vote
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    Viewed  ·  0 comments  ·  Boards  ·  Flag idea as inappropriate…  ·  Admin →
  15. page tabs at top on contacts and jobs page

    When viewing different pages right now you have to scroll to the bottom of page to go to a different page .

    If the same tabs was at the top of the page you could drop down to view, you wouldn’t have to scroll all the way to the bottom to click to a docent page .

    So there would be page tabs at the top
    And page tabs at the bottom .

    1 vote
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    Viewed  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  16. Buttons to the left on Contacts and Jobs

    It would be great if all the buttons to do different tasks would be to the left. When you have a bigger screen it’s annoying going to the left to click a button and then going all the way right to go to button such as adding estimate or a job task

    1 vote
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    Viewed  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  17. Contact fields that could be programed as a dropdown field.

    For example I want to make a color selection document, I would have the field OC Duration Shingle then the drop down would have all the colors listed and I could select the one thew customer picked...

    2 votes
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    0 comments  ·  Fields  ·  Flag idea as inappropriate…  ·  Admin →
  18. Turn numbers of days Red when overdue

    when too many jobs we look for the oldest jobs
    But would be better to have the most urgent ones sort out first
    by turning the days in status red, we could easily do so

    2 votes
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    0 comments  ·  Jobs  ·  Flag idea as inappropriate…  ·  Admin →
  19. Allow us to to add comments on all jobs list view

    please allow us to add notes on jobs list so we don't have to open them to know what's going on, or just look at the picture i provided

    2 votes
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    0 comments  ·  Activity & Notes  ·  Flag idea as inappropriate…  ·  Admin →
  20. Auto assign jobs at certain job status

    Would like the ability to auto assign jobs to sales reps once the job reaches a certain status in the job workflow

    1 vote
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    Viewed  ·  0 comments  ·  Jobs  ·  Flag idea as inappropriate…  ·  Admin →
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