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Kristin Eidson

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    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
    Kristin Eidson commented  · 

    Totally agree with this need! Yes, some jobs will have different contact information but a lot of them will have the same information at the contact. If you have the ability to edit as needed there isn't any reason for the contact information, including the email and phone number, not to transfer when a job is created. It would save time in both the office and the field if you didn't have to flip back and forth between the contact and the job.

    Kristin Eidson supported this idea  · 

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