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JobNimbus Feedback

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Heather Woolard

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4 results found

  1. Ability to delete or hide company documents that are associated with active records.

    17 votes

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    1 comment  ·  Documents, Photos, Forms & Attachments » Documents  ·  Admin →
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  2. Hyperlinking phone numbers in notes

    3 votes

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    0 comments  ·  Contacts & Jobs » Activity & Notes  ·  Admin →
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  3. Save Checkbox State on Templates

    15 votes

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    4 comments  ·  Documents, Photos, Forms & Attachments » Documents  ·  Admin →
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    An error occurred while saving the comment
    Heather Woolard commented  · 

    We are also having problems with exporting documents to be signed that have checkboxes on them that cannot be checked! It is essential that they work otherwise the document is pretty useless if it can't capture the selection the customer makes.

    Heather Woolard supported this idea  · 

  4. Initials for Contracts

    39 votes

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    8 comments  ·  Documents, Photos, Forms & Attachments » Signatures  ·  Admin →
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    Viewed  ·  AdminJobNimbus (Product Manager, JobNimbus) responded

    Certainly something that we’ve discussed. At the moment we haven’t had too many requests for this, but I’m sure this would be a consideration for our template builder improvements in the future.

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    Heather Woolard commented  · 

    Yes, this is a high priority for us as well! We need to be able to capture initials for customer to indicate which option they would like to go with.

    Heather Woolard supported this idea  · 

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