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24 results found

1. Other Email, Phone, and Address Fields (e.g. billing) for Contacts

   157 votes

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   Planned  ·  46 comments  ·  Contacts & Jobs » Fields  ·  Delete…  ·  Admin →
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   My Contacts De La Cruz commented  ·  June 10, 2022  ·  Edit…  ·  Delete…

   Please Add a secondary email to the contact information. A custom field does not work like the default email field.

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2. Automations Triggered by Forms

   27 votes

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   5 comments  ·  Documents, Photos, Forms & Attachments » Forms  ·  Delete…  ·  Admin →
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   My Contacts De La Cruz commented  ·  February 07, 2022  ·  Edit…  ·  Delete…

   It would be helpful to have Forms be able to have an automation but also the ability to email it to the PM or office.

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3. Be able to track email replies in a report

   6 votes

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   0 comments  ·  Dashboard & Reports  ·  Delete…  ·  Admin →
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   My Contacts De La Cruz supported this idea  ·  February 02, 2022
   My Contacts De La Cruz shared this idea  ·  September 14, 2021

4. Share completed Forms

   55 votes

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   Planned  ·  5 comments  ·  Documents, Photos, Forms & Attachments » Forms  ·  Delete…  ·  Admin →
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   My Contacts De La Cruz shared this idea  ·  January 10, 2022

5. Automated Estimate/proposals

   6 votes

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   Started  ·  0 comments  ·  Financials » Estimates & Invoices  ·  Delete…  ·  Admin →
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   My Contacts De La Cruz shared this idea  ·  December 21, 2021

6. Database search for existing record.

   3 votes

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   0 comments  ·  Settings » Access Profiles  ·  Delete…  ·  Admin →
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   My Contacts De La Cruz shared this idea  ·  December 09, 2021

7. Search P&S by unit of measure

   3 votes

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   0 comments  ·  Settings » Products & Services  ·  Delete…  ·  Admin →
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   My Contacts De La Cruz shared this idea  ·  December 08, 2021

8. Hyper Link Phone numbers in App

   4 votes

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   Viewed  ·  0 comments  ·  Mobile  ·  Delete…  ·  Admin →
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   My Contacts De La Cruz shared this idea  ·  November 16, 2021

9. Ability to print signature requested doc

   6 votes

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   0 comments  ·  Documents, Photos, Forms & Attachments » Documents  ·  Delete…  ·  Admin →
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   My Contacts De La Cruz shared this idea  ·  November 16, 2021

10. Grouped line items in sections (for totals) and ability to duplicate/delete sections

    8 votes

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    0 comments  ·  Financials » Estimates & Invoices  ·  Delete…  ·  Admin →
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    My Contacts De La Cruz supported this idea  ·  November 02, 2021

11. JobNimbus pop ups

    48 votes

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    6 comments  ·  General  ·  Delete…  ·  Admin →
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    My Contacts De La Cruz commented  ·  October 20, 2021  ·  Edit…  ·  Delete…

    When creating an invoice, currently there is an Ad advertising GlobalPayments integration. There should be an option to dismiss this ad.

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12. Subcontractor Field on Cards in the Board View

    6 votes

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    0 comments  ·  Contacts & Jobs » Boards  ·  Delete…  ·  Admin →
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    My Contacts De La Cruz supported this idea  ·  October 14, 2021

13. Products & Services Tree - Parent-Child relationships

    106 votes

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    Viewed  ·  17 comments  ·  Settings » Products & Services  ·  Delete…  ·  Admin →
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    My Contacts De La Cruz supported this idea  ·  October 08, 2021

14. Time blocking in Calendar

    10 votes

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    0 comments  ·  Calendar & Tasks » Calendar  ·  Delete…  ·  Admin →
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    My Contacts De La Cruz shared this idea  ·  September 30, 2021

15. Decimal Point Control - More or less decimal points in Quantity

    12 votes

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    Viewed  ·  1 comment  ·  Financials  ·  Delete…  ·  Admin →
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    My Contacts De La Cruz supported this idea  ·  September 27, 2021

16. Ability to Include Attachments in Automation Emails

    72 votes

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    Viewed  ·  4 comments  ·  Settings » Automation  ·  Delete…  ·  Admin →
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    My Contacts De La Cruz supported this idea  ·  September 23, 2021

17. HTML emailing

    4 votes

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    0 comments  ·  Communication » Email  ·  Delete…  ·  Admin →
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    My Contacts De La Cruz shared this idea  ·  September 22, 2021

18. Bulk / Batch Edit Products & Services

    188 votes

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    34 comments  ·  Financials » Products & Services  ·  Delete…  ·  Admin →
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    My Contacts De La Cruz supported this idea  ·  September 17, 2021

19. Keep Insert Template Field open when clicked

    5 votes

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    0 comments  ·  Communication » Templates  ·  Delete…  ·  Admin →
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    My Contacts De La Cruz shared this idea  ·  September 14, 2021

20. Make Calendar view adjustable.

    5 votes

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    0 comments  ·  Calendar & Tasks » Calendar  ·  Delete…  ·  Admin →
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    My Contacts De La Cruz shared this idea  ·  August 27, 2021