Anonymous
My feedback
64 results found
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5 votes
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44 votes
Currently each item on the calendar is colored according to the assignee, but we always exploring new ideas and ways to better represent the information on the calendar.
In the meantime, you can use icons in Task Type and Contact/Job/WO workflow settings to help distinguish between different types of items on the calendar.
Thanks!
An error occurred while saving the comment Anonymous
commented
It would be beneficial to have the ability to change the colors of our list view & tasks. For example, the colors blend too much when you have a lots of tasks which makes it easy to mark complete because there is not enough differentiation.
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13 votes
An error occurred while saving the comment Anonymous
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I would like to have the ability to create an automation that will update the custom field value when something has changed.
Example: Update a field to state that EagleView has been ordered. -
18 votesAnonymous
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10 votesAnonymous
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32 votes
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41 votes
An error occurred while saving the comment Anonymous
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Create a way for certain contact/job custom fields to populate data based on information that is filled in other fields
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26 votesAnonymous
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17 votesAnonymous
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29 votesAnonymous
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130 votes
You can use Email Templates to add signatures for each user when sending emails from either the Add Note feature or when sending automated emails.
Direct email signatures per user from their profile is still on our development list but this is a great workaround in the meantime.
Anonymous
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64 votesAnonymous
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15 votesAnonymous
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9 votesAnonymous
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7 votesAnonymous
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172 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.
An error occurred while saving the comment Anonymous
commented
Show contact phone number and email address on the job so we don't need to access the contact record to get the phone number and email address.
An error occurred while saving the comment Anonymous
commented
When adding a job based of a contact, the data for that contact autopopulates, doesn't work the other way around, linking a contact to a job doesn't autopopulate the data, this would be a great feature and is something BuilderTrend has
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15 votesAnonymous
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92 votes
An error occurred while saving the comment Anonymous
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Please make the Zip Code field required to avoid confusion with addresses,
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208 votesAnonymous
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13 votesAnonymous
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Currently when using the document template to request a e-signature you can not control the subject line. The recipient will always receive whatever you name the document as the subject line. It would look and feel more professional if we could control this subject line similarly to how we can currently control the email templates subject line.