Admin Team
My feedback
15 results found
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11 votes
An error occurred while saving the comment -
42 votes
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57 votes
An error occurred while saving the comment As someone who enters in new lead data on a daily basis, you've made it much harder for me to navigate around the page to remember everything. Making the text fields expandable and fully viewable for me to easily type in and check my work without having to go to so much extra effort is CRUCIAL.
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8 votes
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10 votes
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5 votes
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5 votes
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3 votes
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26 votes
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16 votes
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11 votes
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6 votes
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29 votes
This is something that I’ve been wanting, too. It’s on our development list and we’ll keep you updated as we get closer.
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153 votes
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182 votes
Good news! We are planning to improve this functionality in an upcoming release. Phone numbers (and other contact information) from the related Contacts will be displayed prominently on the Job view screen. This will mean you no longer have to click into the Contact from the Job to find the phone number or email address.
We expect this update to release in the next 30 days.
Creating a clear & efficient system by which to assign new job requests is essential, and using the sales rep field of the contact is the best way to define this, using it as the POC. A huge percentage of our business comes from returning clients so this field is very relevant for our processes.
In fact, one of our automations is dependent on this field, and management/reporting of the automation is only possible if this field can be shown and filtered by.