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Sherri Simms

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  1. 42 votes

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    Sherri Simms supported this idea  · 
  2. 93 votes

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  3. 159 votes

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    Planned  ·  46 comments  ·  Contacts & Jobs » Fields  ·  Admin →
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    Sherri Simms commented  · 

    We need a place to enter a billing address for a company contact. I envision this would be the primary contact on a job and would be the address that syncs to quickbooks. (or this could be a setting to select which type of address to sync to quickbooks)

    Maybe JN could add an additional address space on a contact that could be optional to check same as contact address and it would autofill.

    Most of our customer contacts have different billing addresses than the job location and at least half are different than the customer contact location. So having a separate spot to enter the billing address that would sync to QBO would help address a lot of problems for us.

    Sherri Simms supported this idea  · 
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    Sherri Simms commented  · 

    Also including the Accounts Payable Email address for clients to send it to QBO would be very helpful.

    Currently, JN only has one spot for an email address for a contact; however companies often have multiple email address for different purposes. So having a spot to label different types of email address where one type would be Accounts Payable would be beneficial and help with the correct email address being forwarded to QBO.

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    Sherri Simms commented  · 

    We are a commercial contractor. When dealing with other companies as clients (instead of homeowners/people as clients), it would be beneficial to have the option to add the billing address to the primary contact of a job or a place to check off or mark (like how you mark which contact is primary in JN) which address is the billing address.

    Billing addresses are not always the same as job site locations. We try to limit as much data re-entry as necessary. Having billing addresses on jobs will help a lot with creating templates as well.

    Regarding Quickbooks (QB):
    Having the billing address be what is sent to QuickBooks as the primary address or the client of QB and then have JN's job location sent as QB's Shipping Address (bill with parent as QB would call it) would be more beneficial.

  4. 32 votes

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    Sherri Simms supported this idea  · 
  5. 97 votes

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    Sherri Simms commented  · 

    Besides what has already been mentioned, please consider the following when implementing this:
    (1) Having a place to enter a field description in settings. This description would appear as a window box style hyperlink that popups if field is clicked.
    (2) A fields "tab" on each contact/site similar to the activity/tasks/etc tabs you see on each job/contact.
    (3) If implementing the fields tab mentioned previously: The fields would have an option in settings where the user could choose which ones of the custom fields they want displayed on the main contact/job display (above the tabs).
    (4) Besides fields associated with workflows, I would like to see conditional field options. The conditions to choose from would at the least need to include workflow, sales rep/groups, assigned to, and most importantly the option to be based off of the custom fields. For example, if a customer is tax-exempt, we could have a tax-exempt field that has the condition that when the answer is yes, then two more sub-fields would be displayed: certificate # and expiration.
    (5) Fields are how we do majority of our reporting. I would love the option (of more than 10 types of each field) to be able to account for all our departmental needs.
    Thanks in advance for considering!

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  6. 19 votes

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    Viewed  ·  4 comments  ·  Financials » Templates  ·  Admin →
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  7. 20 votes

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    Viewed  ·  4 comments  ·  Communication » Email  ·  Admin →
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    Sherri Simms supported this idea  · 
  8. 25 votes

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  9. 35 votes

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    Viewed  ·  6 comments  ·  Financials » Templates  ·  Admin →
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  10. 11 votes

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  11. 16 votes

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    Viewed  ·  2 comments  ·  Communication » Email  ·  Admin →
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  12. 13 votes

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    Viewed  ·  1 comment  ·  Contacts & Jobs  ·  Admin →
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  13. 76 votes

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  14. 20 votes

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  15. 34 votes

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    Thanks for the suggestion!

    In the meantime, you should be able to create custom Contact fields (or Job fields if you have Jobs enabled) for “Supplier” and other fields you want to appear on the Material Order and then have them inserted into the Material Order templates upon creation.

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  16. 10 votes

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    Viewed  ·  1 comment  ·  Contacts & Jobs » Fields  ·  Admin →
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  17. 108 votes

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    Sherri Simms supported this idea  · 
  18. 29 votes

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  19. 12 votes

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    Viewed  ·  1 comment  ·  Financials  ·  Admin →
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  20. 34 votes

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