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JobNimbus Feedback

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Russ Melton

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2 results found

  1. Other Email, Phone, and Address Fields (e.g. billing) for Contacts

    198 votes

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    Planned  ·  51 comments  ·  Contacts & Jobs » Fields  ·  Admin →
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    Russ Melton commented  · 

    We are new to Job Nimbus and LOVE IT so far. We are a home remodeler and roofing contractor.

    I notice under contacts there is only room for one name & emai per record. Many of our customers are couples/partners and have two different names and addresses. I added custom fields for a 2nd name, cell and address. However, when I email through JobNimbus I often wish to email both individuals. When I select email I am only offered the opportunity to email the main email and don't see a way to email my second individual. So I end up going out of JobNimbus and creating another copy of the email. Not efficient at all! Thanks! Deb

    Russ Melton supported this idea  · 

  2. Second "primary contact" on the contact with additional phone number and email fields

    49 votes

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    Gathering Feedback  ·  4 comments  ·  Contacts & Jobs » Fields  ·  Admin →
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    Russ Melton supported this idea  · 

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