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63 votes
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182 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.
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140 votes
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6 votes
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152 votes
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Anonymous
commented
I would really like to be able to search by claim number as insurance companies are sometimes only willing to provide that information.
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38 votes
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Anonymous
commented
I can't click on the "1" or left arrow because Help message icon is in the way. Very frustrating. Please fix.
Anonymous
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I would like to see the same ability applied to work order workflows that is applied to job and contact workflows that allows an automation to change the status of work orders. For example, Doc type "Sub Est." is uploaded, change work order status to "Est, Received" or Task Complete ---> Change status to ....
Thank you for your consideration.