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Marcus Cox

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    Viewed  ·  37 comments  ·  Searching JobNimbus  ·  Admin →
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    Marcus Cox commented  · 

    Custom fields I create for jobs and contacts are Carrier, Claim #, Policy #, and Date of Loss. A lot of times the only information I get in an email, text or VM is referencing a claim #. Right now I can't type in a claim # into the search bar and find what client its referencing. This is a critical adjustment that needs to be made.

    Marcus Cox supported this idea  · 

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