Contacts & Jobs
187 results found
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Custom fields open more fields when filled
It would save a lot of space to be able to have custom fields where, if selected, they would open up other custom fields. But if not selected they would be hidden.
5 votes -
Make customer addresses have a clickable link to a map
It would be awesome if you could click on the customers address and be able to see their location through either google maps, bing or any Navigation Software.
31 votes -
Add Phone & Email as Contact/Job Field Types
The phone field should have the same () _-______ x_____ layout that JN's built in phone field has to create standardization of incoming data, and both should be hyperlinked.
4 votes -
Filter boards by Job dates
Would like to be able to filter boards by Job date
3 votes -
Turn off drop downs/pop ups in new contacts
When I am creating a NEW customer the drop downs/pop ups get in the way. Nothing I have entered before apply to NEW customers. We just got 300+ calls in a week and that slowed us down so much. When adding additional contacts I use duplicate and make changes. This works great. We tried turning off pop ups in web browser but that did not change the long pop up/drop down that gets in the way when you start to type a name or address or email.
6 votes -
Option to prevent task assignees from being automatically assigned to the parent contact record
Option to prevent task assignees from being automatically assigned to the parent contact record.
8 votes -
Assign multiple reps to contacts automatically
Be able to choose multiple users that will be assigned to a new contact automatically.
Assign all past contacts in the system to multiple users using batch (bulk edit) instead of doing one at a time
2 votes -
Notify salesperson when they are removed from contact or job
When a person is removed or changed from a contact or job they should be notified of the change so things don't slip through the cracks.
4 votes -
Old Boards
I want the option to go back to the Old Boards again. I'm not happy with the New Boards
8 votes -
Email field for Job
Have the Job template information to include email. That way when an automation is trigger it will send to that email that is associated to the job as well as related contacts
13 votes -
Dropdown Boxes / Toggles / Checklist options for material Orders & Work Orders
Have material order and workorders have more customization (like the forms that we saw at JNSS21), I would love my work orders to have the ability to have a Yes/No checkbox and drop down box options, would save on multiple templates being created.
4 votes -
Bulk edit notes
Ability to bulk edit notes, currently we can only bulk delete notes
3 votes -
Custom Field Filters on Boards.
The ability to filter boards based on custom fields.
6 votes -
Bulk add jobs to all contacts
Ability to Bulk add jobs to every contact or select contacts
3 votes -
Attach Photos to Notes.
The ability to attach photos to "Create Note" from the photo files.
5 votes -
Create contact from job
Occasionally a sales rep gets excited to create a job. They enter all the contact details however, they do not create the Contact. Can the Contact be created from the Job details automatically so that we do not have to Add Contact and manually enter all the contact details. If not automatically, have the Contact form auto-populate with the contact information when the Add Contact is selected.
4 votes -
Need fields for Bill To Address and Job Address - they are often not the same
We need a Bill To Address and a Job Address as separate options since those addresses are many times different when dealing with a Commercial entities that are doing work for homeowners.
10 votes -
DIFFERENT CONTACT TYPES, DIFFERENT CUSTOM CONTACT FIELDS
Our company's custom contact types are:
Customer (default), Builder, Remodeler, Subcontractor, Vendor, Vendor Inside Rep, Admin, etc.We built custom job workflows for the jobs under each contact type.
We need different custom fields for each type. Currently, JN does not offer that.
11 votes -
14 votes
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Contact Custom Fields to be seen by Zapier
Contact Custom Fields should be visible on Zapier.
3 votes
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