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Sara Delgado

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8 results found

  1. 128 votes

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    Sara Delgado commented  · 

    I need to make all fields in the contact searchable: Claim number, Adjuster name, Insurance company, etc.

  2. 190 votes

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    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.

  3. 14 votes

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    Sara Delgado commented  · 

    Ability to give salesmen limited access to upload photos but only see photos/documents they uploaded.

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    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

  4. 18 votes

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    Sara Delgado commented  · 

    Ability to edit/customize default contact fields

  5. 7 votes

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    Sara Delgado commented  · 

    Have a separate calendar within each job to see the project schedule.

  6. 6 votes

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    Sara Delgado commented  · 

    Ability to sync purchase orders from Quickbooks to JN

  7. 34 votes

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    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

  8. 3 votes

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    Sara Delgado shared this idea  · 

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