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JobNimbus Feedback

Have suggestions for how we can improve? Share them in the categories, or vote for the ideas you like best. We want to hear your feedback!

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John Lyall

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2 results found

  1. Folders or Ability to Reorder Automations

    25 votes

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    4 comments  ·  Settings » Automation  ·  Admin →
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    John Lyall commented  · 

    We've got dozens of rules in our automation settings and there's many dozens more we're going to create. It would be great to be able to group them based on the client type or other criteria, then sort so that the order matches the workflow as it would make that particular rule so much easier to find when editing. Then perhaps also colour tag different rules within the groups, which could be useful to easily differentiate between status updates, email actions, PA task actions, sales rep task actions, etc.

    John Lyall supported this idea  · 

  2. Recurring Tasks/Events In Calendar

    230 votes

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    Planned  ·  45 comments  ·  Calendar & Tasks » Calendar  ·  Admin →
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    John Lyall supported this idea  · 

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