Anonymous
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86 votes
Great idea! Thank you for your suggestion.
The “Description” field on Contacts and Jobs is sometimes used as a “permanent note” that always stays at the top, but your idea will be great to have alongside that to make notes more dynamic and useful.
Anonymous
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9 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
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Yes...and emails!! :)
Anonymous
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I totally agree with this one. We just recently started using Jobs and it is very easy to take photos, create estimates, documents...etc under the Contact Profile instead of the Job. I was going to put in an idea to give us the option to move an estimate/invoice/document/photo to the Job from the Contact if that happens. I like the idea of the pop up asking if you really want to record it under the contact though...that would save the work of having to move it. LOVE this idea!!