Libbie Spielmann
My feedback
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This is something that I’ve been wanting, too. It’s on our development list and we’ll keep you updated as we get closer.
Today our company has been forced into the new jobs experience view when looking at a job. Before we had the toggle. This view is not functional. So far on day 1 I've found 11 major downsides:
1. The description field has no corners allowing us to expand the box.
2. Extra click will need to be constantly made in order to click "show more" to see the entire description, our sales reps may not skip over seeing the entire description since it's an extra tedious step.
3. Custom text fields that don't wrap around so we need to click into the long skinny box and use the right arrow every single time we want to see what it says in it's entirety.
4. We have to scroll down to see all fields under "Job Fields", making it more likely for us to forget to enter or read important data.
5. You make it too easy for fields to be accidentally edited since a separate step to click edit is not required.
6. The font size for the basic customer info is tiny.
7. We have to jump around the page to fill in all the fields making it easier to forget to enter things and harder to train and check work, it's easier when all the fields are right next to each other so the eyes don't have to jump around so much.
8. The big green bar at the top showing the stages is not helpful. That's what the job boards are for.
9. You make us click INTO Tasks or Activities in order to filter them or view all (again, extra clicks), and when we do click into it, we loose being able to see the custom fields.
10. We cannot edit the related contacts directly from the job anymore by clicking the 3 dots next to the contact and then edit. It only allows us to go to the contact, not edit, as it used to - so again, extra clicks which also make us go away from the job we are working in.
11. Basic info like THE DATE THE JOB IS CREATED is not easily found - you have to go to Activities then undo the filter from user created to all.
PLEASE PLEASE keep allowing us to toggle.