Jason Osorio
My feedback
5 results found
-
62 votes
An error occurred while saving the comment Jason Osorio supported this idea · -
6 votes
An error occurred while saving the comment Jason Osorio commentedFor me important. In Salesforce our legacy CRM we have a hyperlink that when we click it, it take us directly to that project permit card. When filling paperwork at project end, this method saves 5 minutes per application/project with this AHJ ( one of the bigger cities on the west coast)
-
12 votes
An error occurred while saving the comment Jason Osorio commentedThis is holding us to Salesforce tbh on the Sales side. Would be clutch.
Jason Osorio supported this idea · -
6 votesJason Osorio shared this idea ·
-
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.
Jason Osorio supported this idea ·
The fact you that other CRMS have this but JN doesnt AND IT HAS BEEN REQUESTED SINCE 2018 is eye opening. With out a massive discount come renewal we will be moving to zoho.