Sara Delgado
My feedback
8 results found
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145 votes
An error occurred while saving the comment -
207 votes
An error occurred while saving the comment Sara Delgado commentedWhen 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 commentedAbility to give salesmen limited access to upload photos but only see photos/documents they uploaded.
An error occurred while saving the comment Sara Delgado commentedAbility 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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22 votes
An error occurred while saving the comment Sara Delgado commentedAbility to edit/customize default contact fields
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9 votes
An error occurred while saving the comment Sara Delgado commentedHave 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 commentedAbility to sync purchase orders from Quickbooks to JN
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41 votes
An error occurred while saving the comment Sara Delgado commentedAbility 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 votesSara Delgado shared this idea ·
I need to make all fields in the contact searchable: Claim number, Adjuster name, Insurance company, etc.