My field reps need easy access to brochures and important company documents when at the clients house for sales presentations or as a reference for pricing a bid.
Currently you can only access this on the desktop version of the app and we need this on mobile.
Yes, I posted this and it isn’t a need for measurements so much as insurance company informations, overall budgets informations, and supplementation information gathered onto forms that we want the office to have easy access within Nimbus so they can use Nimbus natively and not switch between PDFs and slow up workflows
Currently, from within JobNimbus to NaturalForms - field data transfers to forms.
However, when a form is created and filled out, important fields we would use in Job Nimbus are not submitted back into JobNimbus fields.
Right now it is a one way street of data transfer - from Nimbus to NF rather than a two way street - from forms to Nimbus.
I've spoken with forms, and they have done what they need to do on their end to make this happen but JobNimbus has not - for over a year....... Other CRMs do this.