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JobNimbus Feedback

Have suggestions for how we can improve? Share them in the categories, or vote for the ideas you like best. We want to hear your feedback!

Please only include one suggestion per post. While we can't respond to every suggestion, we are committed to reviewing every suggestion individually.

Jennifer Crutcher

← Feedback for JobNimbus

My feedback

11 results found

  1. Do not display unused fields when printing Contact

    6 votes

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    0 comments  ·  Contacts & Jobs » Fields  ·  Admin →
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  2. Ability to remove Document ID

    12 votes

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    0 comments  ·  Documents, Photos, Forms & Attachments » Documents  ·  Admin →
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  3. Update template fonts to match standard font sizes

    6 votes

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    0 comments  ·  Documents, Photos, Forms & Attachments » Templates  ·  Admin →
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  4. Pin important Notes to top of activity

    86 votes

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    12 comments  ·  Contacts & Jobs » Activity & Notes  ·  Admin →
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    Viewed  ·  AdminJobNimbus (Product Manager, JobNimbus) responded

    Great idea! Thank you for your suggestion.

    The “Description” field on Contacts and Jobs is sometimes used as a “permanent note” that always stays at the top, but your idea will be great to have alongside that to make notes more dynamic and useful.

    Jennifer Crutcher shared this idea  · 

  5. Formatting for Notes Text

    26 votes

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    Viewed  ·  6 comments  ·  Contacts & Jobs » Activity & Notes  ·  Admin →
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    Jennifer Crutcher shared this idea  · 

  6. Reminder or Alert feature in Calendar

    52 votes

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    Gathering Feedback  ·  16 comments  ·  Calendar & Tasks » Calendar  ·  Admin →
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    Jennifer Crutcher commented  · 

    is it possible to have the calendar appts set reminder alarms or be able to edit the calendar entry in ical so an alarm reminder can be set?

    Jennifer Crutcher supported this idea  · 

  7. More User-Friendly Template Formatting

    31 votes

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    4 comments  ·  Financials » Templates  ·  Admin →
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    Jennifer Crutcher supported this idea  · 
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    Jennifer Crutcher commented  · 

    it would also be nice for it to recognize a hard return instead of putting in a paragraph break so I don't have to go back in an edit the html to take out the /p and insert a /br. when left with the /p it adds additional spaces between lines where there should not be a space for example, my email signature where I have my name, company name, address, etc. makes me look like an idiot for double spacing!

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

    163 votes

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    Planned  ·  46 comments  ·  Contacts & Jobs » Fields  ·  Admin →
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    Jennifer Crutcher commented  · 

    would like to see at least one additional email field for clients that have multiple email addresses they want us to send stuff too.

    Jennifer Crutcher supported this idea  · 

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

    46 votes

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    Gathering Feedback  ·  4 comments  ·  Contacts & Jobs » Fields  ·  Admin →
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    Jennifer Crutcher commented  · 

    I really need to have a field for spouse, spouse number & spouse email that can (a) show up when searching a client by name in the search bar and (b) when sending an email, will show up in list of email addresses. My only work around is to add the spouse as another contact and relate them.

    Jennifer Crutcher supported this idea  · 

  10. Email Signatures

    130 votes

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    15 comments  ·  Communication » Email  ·  Admin →
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    Viewed  ·  AdminJobNimbus (Product Manager, JobNimbus) responded

    You can use Email Templates to add signatures for each user when sending emails from either the Add Note feature or when sending automated emails.

    Direct email signatures per user from their profile is still on our development list but this is a great workaround in the meantime.

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    Jennifer Crutcher commented  · 

    this would be so helpful! especially when out in the field and using the mobile app...too time consuming to cut & paste

    Jennifer Crutcher supported this idea  · 

  11. Create a map that would display all customers and jobs, which would be differentiated by each sales rep

    149 votes

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    Viewed  ·  26 comments  ·  Contacts & Jobs » Maps  ·  Admin →
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    Jennifer Crutcher commented  · 

    we have something similar now and would hate to think we are losing this feature by switching to jobnimbus. This feature is a MUST!!!!!

    Jennifer Crutcher supported this idea  · 

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