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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!

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Matilda Tilray

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2 results found

  1. Workflows for Material Orders

    9 votes

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    1 comment  ·  Financials » Material Orders  ·  Admin →
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    Matilda Tilray commented  · 

    You can do this kind of. Basically create a custom contact field for the client screen that has statuses in a drop down menu. On your board change your template cards to reflect the contact field you set up.

  2. Delivery Date for Material Orders

    8 votes

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    1 comment  ·  Financials » Material Orders  ·  Admin →
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    Matilda Tilray commented  · 

    I added a custom contact field to my JN client screen with delivery date. You can create the work around and have it pull for most templates/reports.

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