AdminAnonymous
(Technical Support, JobNimbus)
My feedback
12 results found
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3 votes
An error occurred while saving the comment -
12 votes
An error occurred while saving the comment I would like to lock down certain contact fields so only certain individuals with access profiles can fill them out.
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21 votes
An error occurred while saving the comment I would like the ability to filter tasks from most recent to oldest.
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16 votes
An error occurred while saving the comment I would like to be able to have the same display name for different contacts if my contacts have the same first and last name.
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3 votes
An error occurred while saving the comment I would like to be able to have a sales rep calendar that others can see without giving them permission to see everything else for those contacts.
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13 votes
An error occurred while saving the comment I would like the ability to select different UoM on my estimate templates.
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8 votes
An error occurred while saving the comment I would like to have an auto-reply for emails once I receive one if I am out of the office to let everyone know.
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4 votes
An error occurred while saving the comment I would like for the fees to show up within the QuickBooks integration.
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113 votes
An error occurred while saving the comment I would like to manage time tracking on the mobile app
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33 votes
An error occurred while saving the comment I would like to create an invoice that shows it as "paid" when there are split payments and the other payment isn't owed till later.
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58 votes
Tasks is a great way to mitigate this situation, but we know that having a lightweight checklist would be a lot more convenient for something like this. It’s on our list!
An error occurred while saving the comment I want to run an automation for when a group of tasks is completed. For example, I want to send an email once the Task Type A, B, and C are all completed. Currently, the system only allows for one to be sent per type completion.
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32 votes
I would like to have the ability to select automation conditions with AND as well as OR options. For example: Conditions that it is at this location AND status a OR status b OR status c. Currently I need to create three automations for each different status and that location.