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JobNimbus Feedback

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Contacts & Jobs

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287 results found

  1. Notes on Financials Show on Activity

    I'd like the notes that are left on financials, tasks, & work orders to also show on the main activity feed instead of having to toggle to the specified record to view the note.

    3 votes

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  2. Auto Create Jobs

    When a Contact reaches a certain stage , say verbal agreement, allow for JN to auto create Job Object. Other CRMs have this with their respective objects. Would help office staff.

    5 votes

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    0 comments  ·  Jobs  ·  Admin →
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  3. Ability to display related contacts on boards

    Ability to display related contacts on boards

    3 votes

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    0 comments  ·  Boards  ·  Admin →
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  4. Ability to Add Duplicate Names

    Can we override the duplicate names error? Maybe a check box or something that allows us to override the message.

    13 votes

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    5 comments  ·  Contacts  ·  Admin →
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  5. Ability to edit/expand the comment box for contact custom fields

    Ability to edit/expand the comment box for contact custom fields

    3 votes

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    0 comments  ·  Fields  ·  Admin →
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  6. Be able to add notes, and schedule

    Whenever creating a contact/job being able to add a note and tag the salesman from that screen, also being able to schedule at the same time so when you save the job everything is done. Instead of saving the job still having to go add a note then having to still go under task to schedule.

    5 votes

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    1 comment  ·  Jobs  ·  Admin →
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  7. 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 votes

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    0 comments  ·  Contacts  ·  Admin →
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  8. In boards, sort cards in columns with subheadings using tags

    In Boards- Have the ability to organize cards inside the columns with subheadings.
    Create more ways to sort the cards inside columns. Would like to add a filter for tags in these columns.

    12 votes

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  9. Create SubFolders for Jobs

    It would be great if we could create subfolders under jobs so that photos and documents can be placed in each of the subfolders.

    For instance, we get a project for renovating 10 apartments. We call the project ABC apartments and under that we need to be able to create subfolders, one for each apartment so the pics and docs are easily separated.

    12 votes

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    2 comments  ·  Jobs  ·  Admin →
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  10. Manually Enter Contact Numbers

    The ability to assign contact numbers manually.

    1 vote

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    0 comments  ·  Contacts  ·  Admin →
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  11. Relate jobs, not just contacts

    We work with builders (contacts) and each project is broken down into subcategories of job type because the commission for each job is different. We relate our builder contact to our jobs but we are unable to relate the sub-categories of jobs together. We want to be able to keep all the information of the overall project in one place rather than trying to sift through the innumerable jobs connected to our 'builder' contact.

    7 votes

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  12. Make assigned to a drop down

    I would like the assigned to field to be a drop down just like the sales rep field so you don't have to type a name.

    3 votes

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    Viewed  ·  0 comments  ·  Fields  ·  Admin →
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  13. allow customizing of contact information page.

    Be able to customize the contact information page, so each business can have the information that is pertinent to there business and in the most logical order.

    8 votes

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  14. Broken Automation Warning

    Some kind of warning message or error if I try to change a board or workflow that has been causing an automation to trigger.

    1 vote

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    0 comments  ·  Boards  ·  Admin →
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  15. "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 vote

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    0 comments  ·  Contacts  ·  Admin →
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  16. Custom Equations for Custom Fields

    We use custom fields to track RCV, ACV, Deposits, Debits, and more. We would liek to create another field that can create an equations. For example, RCV - ACV - Deposits = Outstanding Balance.

    8 votes

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    1 comment  ·  Fields  ·  Admin →
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  17. 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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  18. Remove/Change the "Assigned Default" when creating the Job/Contact

    Have the option to remove or change the "assigned default" name when creating a contact. Right now when I create a Contact it defaults me as the assigned person.

    6 votes

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  19. Limited access on contacts

    We have third party departments who work within our CRM, however we are only wanting them to see contact information not edit or delete it. There should be an option on the access profile permissions to only allow them to see contacts, upload documents/photos, add notes without being able to change the status or edit the contact information. It would be even more helpful if they were able to add dates/input information in the customized contact fields without changing the standard contact fields (like name,address,phone number)

    4 votes

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    Viewed  ·  0 comments  ·  Contacts  ·  Admin →
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  20. Contact info under the job for job specific contacts.

    It would be nice to be able to list a specific contact under a job that is different than the parent or main contact name. For instance, when a property management company had different people managing different properties it can get confusing on how to organize the info. ie: Bigg Properties is the main billing contact. John is the rep for project A. Jamie is the contact for project B. I can link each contact to the job and keep the primary contact as Bigg Properties but when Im creating proposals I have to manually go in and type in…

    3 votes

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