Michael Gochenour
My feedback
6 results found
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12 votes
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163 votes
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29 votes
We are working on some advanced reporting options in JobNimbus and would like to gather your needs on business reporting.
If you’re interested in providing feedback on this, please schedule time here: https://meetings.hubspot.com/adam-keys/advanced-reporting-needs
Additionally, you can email me the business metrics you are most interested in.
Thank you,
Keys
An error occurred while saving the comment Michael Gochenour
commented
You can create this report on your own. It's relatively easy if you've set things up a certain way. Our Jobs have a custom field for Contract Amount. From there, we just create a Job report and properly filter/sort it to give us the exact report you're referring to.
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98 votes
This is a great example, thank you for sharing! We have many of these same ideas for improving our existing share feature and are working towards that.
Thank you so much for sticking with us and for providing these great suggestions. I’ll be sure the dev team gets this info and can work towards making it happen!
And we’ll see what we can do about getting you that award ????!
Michael Gochenour
supported this idea
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20 votesMichael Gochenour
supported this idea
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64 votes
An error occurred while saving the comment Michael Gochenour
commented
The key is to make sure it integrates with XactAnalysis, so all uploads, notes, alerts, etc. communicate between JN and XA to prevent any missed communication and avoid the need for any double entry.
Michael Gochenour
supported this idea
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This is a major reason why you need to use "Jobs". If you use Jobs, the mailing address is the address of the contact and the project address is the address of the Job.