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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.

Lindsay Arnett

← Feedback for JobNimbus

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4 results found

  1. Add Supplier Information / Material Order Fields to Material Orders

    34 votes

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    1 comment  ·  Financials » Material Orders  ·  Admin →
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    Viewed  ·  AdminJobNimbus (Product Manager, JobNimbus) responded

    Thanks for the suggestion!

    In the meantime, you should be able to create custom Contact fields (or Job fields if you have Jobs enabled) for “Supplier” and other fields you want to appear on the Material Order and then have them inserted into the Material Order templates upon creation.

    Lindsay Arnett supported this idea  · 

  2. Task Templates

    12 votes

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    Viewed  ·  1 comment  ·  Calendar & Tasks » Tasks  ·  Admin →
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    Lindsay Arnett supported this idea  · 

  3. Add Sales Rep Phone number in Email Template

    7 votes

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    2 comments  ·  Calendar & Tasks  ·  Admin →
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    Lindsay Arnett commented  · 

    Hi Craig, There is a way to add the sales rep to an email template. I just figured this out the other day.
    I'm sure if you chatted with tech support they could walk you through it. Hope this helps!

  4. Pin important Notes to top of activity

    84 votes

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    12 comments  ·  Contacts & Jobs » Activity & Notes  ·  Admin →
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    Viewed  ·  AdminJobNimbus (Product Manager, JobNimbus) responded

    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.

    An error occurred while saving the comment
    Lindsay Arnett commented  · 

    Have the ability to mark a note or activity to pin so that the relevant information stays at the top of all the notes to help with customer experience and transfer of project between departments.

    Lindsay Arnett supported this idea  · 

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