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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.

Katie Ward

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5 results found

  1. Update/Delete Default Fields

    25 votes

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    5 comments  ·  Contacts & Jobs » Fields  ·  Admin →
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    Katie Ward commented  · 

    Would like to change what the default setting is for sections like status, contact type, sales rep, etc. on a new contact instead of JN just picking the option at the top of the list.

  2. Commissions/Budget Report (Needs Column Customization Options)

    17 votes

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    1 comment  ·  Dashboard & Reports » Custom Reports  ·  Admin →
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    Katie Ward commented  · 

    Would like to add the "Contact Type" column that is on contact reports to budget reports

  3. Option to make Built-In Fields Required/Mandatory (e.g. Lead Source)

    103 votes

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    Gathering Feedback  ·  24 comments  ·  Contacts & Jobs » Fields  ·  Admin →
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    Katie Ward commented  · 

    Would like to be able to require sales reps and other users to select a certain lead type before entering a new Contact or Job

  4. Phone Number Field in Jobs

    182 votes

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    40 comments  ·  Contacts & Jobs » Fields  ·  Admin →
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    Started  ·  Michael Jenson responded

    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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    Katie Ward commented  · 

    Would like to be able to add a phone number to Job, not just Contact, in case there are different phone numbers for the two.

  5. Split Payment Based on Dollar Amount

    62 votes

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    7 comments  ·  Financials » Invoices  ·  Admin →
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    Katie Ward commented  · 

    Would like to be able to change the invoice split payment by exact amount, not just percentage

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