Sara Delgado
My feedback
8 results found
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147 votes
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213 votes
An error occurred while saving the comment Sara Delgado commented
When we import estimates from Xactimate, we have issues with the estimates syncing to QBO because the products and services don't exist. It would be beneficial if the products were auto-created in JN or if there was an option to import products and services directly from Xactimate to avoid this issue.
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14 votes
An error occurred while saving the comment Sara Delgado commented
Ability to give salesmen limited access to upload photos but only see photos/documents they uploaded.
An error occurred while saving the comment Sara Delgado commented
Ability to give limited access users to full team calendar. We don't want team members to see all jobs but we do want them to be able to view all team members calendars
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24 votes
An error occurred while saving the comment Sara Delgado commented
Ability to edit/customize default contact fields
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10 votes
An error occurred while saving the comment Sara Delgado commented
Have a separate calendar within each job to see the project schedule.
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6 votes
An error occurred while saving the comment Sara Delgado commented
Ability to sync purchase orders from Quickbooks to JN
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41 votes
An error occurred while saving the comment Sara Delgado commented
Ability to change the display name for outgoing emails. If a sales rep sends email, show their name next to the email
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3 votes
Sara Delgado shared this idea ·
I need to make all fields in the contact searchable: Claim number, Adjuster name, Insurance company, etc.