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.

More than 10 Jobs in list view

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.

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.

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

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.

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.

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.

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

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

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 .

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

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...

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

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

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