Melanie McCalley
My feedback
21 results found
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145 votes
An error occurred while saving the comment Melanie McCalley
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An error occurred while saving the comment Melanie McCalley
commented
Agreed - we use a custom field for job numbers because we have our own custom numbering system that contains dept number and a letter based on location that we can't replicate with Job Nimbus. Our crews and accounting reference everything by job number so this is a major set back with Job Nimbus because we can't search for a custom field.
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30 votesMelanie McCalley
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22 votesMelanie McCalley
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13 votesMelanie McCalley
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6 votesMelanie McCalley
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4 votesMelanie McCalley
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26 votesMelanie McCalley
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59 votes
This definitely seems like something we would do as part of “Company” support where if only a Company name is added, then it would change to a Company icon rather than a Contact icon.
Melanie McCalley
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An error occurred while saving the comment Melanie McCalley
commented
That and when you start to type a company name into the field box on a new contact, options for the company start populating like they do for contacts or assign to. This would cut down on people entering in the same business in different formats. For example X Power & Water Company, Inc vs X Power and Water Co.
An error occurred while saving the comment Melanie McCalley
commented
We have many contacts who all work for the same company, it would be nice when creating contacts that if we select the company that specific person works for, all the address info will auto populate for the new contact. Business/Company would be the main tier of contacts and individuals within that organization would be a sub tier. You could tie a job to an overall business or to a specific contact or both.
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147 votes
We love this idea.
Melanie McCalley
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23 votesMelanie McCalley
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10 votesMelanie McCalley
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228 votesMelanie McCalley
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29 votesMelanie McCalley
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An error occurred while saving the comment Melanie McCalley
commented
Any update on this?
An error occurred while saving the comment Melanie McCalley
commented
Any update on this?
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32 votes
An error occurred while saving the comment Melanie McCalley
commented
Agreed, we need to be able to see various color options for different task types. The icons for different tasks do help but background color would stand out much better. Or assign a colored flag icon to a task or notification bubble as needed etc.
Also overdue tasks really should have a red background or red flag icon or something to help catch the eye of our (sometimes procrastinating) users.
Melanie McCalley
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42 votesMelanie McCalley
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32 votesMelanie McCalley
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24 votesMelanie McCalley
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26 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
Melanie McCalley
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121 votesMelanie McCalley
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52 votesMelanie McCalley
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An error occurred while saving the comment Melanie McCalley
commented
Any closer on this one yet? Definitely needed for our team as well!
Definitely need a filter option on the main search. The more we use Job Nimbus the more info we have stored in here and the harder it is to search for anything. I don't want to search through all of the jobs and tasks with a keyword in it when I am looking for a contact and vice versa when I am specifically looking for job name or task. And the custom field is still very much needed to be added in the items searched. It's becoming cumbersome to navigate.