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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!

Please only include one suggestion per post. While we can't respond to every suggestion, we are committed to reviewing every suggestion individually.

Allen Love

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8 results found

  1. Bulk/Batch Edit

    73 votes

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    Viewed  ·  21 comments  ·  Contacts & Jobs » Contacts  ·  Admin →
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    Allen Love supported this idea  · 

  2. Advanced Search - Add Filters and Fields

    145 votes

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    Viewed  ·  43 comments  ·  Searching JobNimbus  ·  Admin →
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    Allen Love commented  · 

    Search expansion/streamlining/improvement in general. Add search to custom fields. Quicker query results. I also often times search for a name and it doesn't pull anything up.

    Allen Love supported this idea  · 

  3. Form Field in Subject Line of Email Templates

    16 votes

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    Viewed  ·  6 comments  ·  Communication » Email  ·  Admin →
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    Allen Love shared this idea  · 

  4. Setting To Automatically Attach Certain Attachment Types on Email Templates

    21 votes

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    Viewed  ·  4 comments  ·  Communication » Email  ·  Admin →
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    Allen Love shared this idea  · 

  5. Restrict Moving Job out of Certain Statuses (Protected Statuses)

    18 votes

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    Viewed  ·  6 comments  ·  Contacts & Jobs » Jobs  ·  Admin →
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    Allen Love commented  · 

    I have the same concern with existing status's with restrictive access permissions. Would be nice that if it was a restricted status only the same access profile can move it.

    Allen Love supported this idea  · 

  6. Auto Create Tasks of Certain Task Types with Sub Tasks

    21 votes

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    Viewed  ·  0 comments  ·  Calendar & Tasks » Tasks  ·  Admin →
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    Allen Love shared this idea  · 

  7. Duplicate Report/Save Report As

    29 votes

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    4 comments  ·  Dashboard & Reports  ·  Admin →
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    Allen Love shared this idea  · 

  8. Custom Fields based on Workflow Type (Contact, Job, WO)

    147 votes

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    45 comments  ·  Contacts & Jobs » Fields  ·  Admin →
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    Allen Love commented  · 

    Allow users to move the fields around (order of them) when adding, editing, and viewing Jobs and Contacts, and hide built-in fields that are not applicable to a specific workflow.

    This should be customizable per Workflow so that different Contact/Job types have different field requirements according to their needs.

    Allen Love supported this idea  · 

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