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14 results found

1. a link back to the customer's financial page when viewing their estimates, invoices, ect...

   7 votes

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   0 comments  ·  Financials  ·  Delete…  ·  Admin →
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2. Increase the Character Limit for Product & Services

   6 votes

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   1 comment  ·  Settings » Products & Services  ·  Delete…  ·  Admin →
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3. Create duplicate estimates for insurance purposes

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   0 comments  ·  Financials » Estimates & Invoices  ·  Delete…  ·  Admin →
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4. Ability to Include Attachments in Automation Emails

   66 votes

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   Viewed  ·  4 comments  ·  Settings » Automation  ·  Delete…  ·  Admin →
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   Rob Nunziato supported this idea  ·  Nov 15, 2019

5. Import / Export Products & Services - Bulk Edit

   149 votes

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   Planned  ·  29 comments  ·  Settings » Products & Services  ·  Delete…  ·  Admin →
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   Rob Nunziato supported this idea  ·  Nov 15, 2019

6. Products & Services Tree - Parent-Child relationships

   105 votes

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   Viewed  ·  17 comments  ·  Settings » Products & Services  ·  Delete…  ·  Admin →
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   Rob Nunziato supported this idea  ·  Nov 15, 2019

7. Access to Delete Products and Servive,

   37 votes

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   Viewed  ·  1 comment  ·  Settings » Products & Services  ·  Delete…  ·  Admin →
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   Rob Nunziato supported this idea  ·  Nov 15, 2019

8. Restrict Moving Job out of Certain Statuses (Protected Statuses)

   17 votes

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   Viewed  ·  6 comments  ·  Contacts & Jobs » Jobs  ·  Delete…  ·  Admin →
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   Rob Nunziato commented  ·  Mar 14, 2019  ·  Edit…  ·  Delete…

   YES YES YES - please do this! limiting users from putting jobs or contacts into a status is really only half of the need here.

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   Rob Nunziato supported this idea  ·  Mar 14, 2019

9. Custom Fields by Type (Contact, Job, WO)

   34 votes

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   13 comments  ·  Contacts & Jobs » Fields  ·  Delete…  ·  Admin →
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   Viewed  ·  AdminJobNimbus (Product Manager, JobNimbus) responded

   We love this idea.

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   Rob Nunziato commented  ·  Feb 19, 2019  ·  Edit…  ·  Delete…

   I support this immensely! please make this happen

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   Rob Nunziato supported this idea  ·  Feb 19, 2019

10. Permissions for Adding/Editing Products & Services

    51 votes

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    Viewed  ·  8 comments  ·  Settings » Access Profiles  ·  Delete…  ·  Admin →
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    Rob Nunziato commented  ·  Feb 15, 2019  ·  Edit…  ·  Delete…

    JN should have a permission where we can choose if an access profile can add new products & services. I am soon to have 75 sales reps and I do not want them adding new items.

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    Rob Nunziato supported this idea  ·  Feb 15, 2019

11. Option to make Built-In Fields Required/Mandatory (e.g. Lead Source)

    76 votes

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    Gathering Feedback  ·  14 comments  ·  Contacts & Jobs » Fields  ·  Delete…  ·  Admin →
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    Rob Nunziato commented  ·  Feb 4, 2019  ·  Edit…  ·  Delete…

    It would be nice to have an option as to when the field is required. There are a lot of fields that I would make required if I could make it required after a certain status is met.

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    Rob Nunziato supported this idea  ·  Feb 4, 2019

12. Advanced Search

    96 votes

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    Viewed  ·  28 comments  ·  Searching JobNimbus  ·  Delete…  ·  Admin →
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    Rob Nunziato commented  ·  Feb 4, 2019  ·  Edit…  ·  Delete…

    It would be very helpful if the custom fields contents could be found via the search bar.

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    Rob Nunziato supported this idea  ·  Feb 4, 2019

13. include material order total as a line on the budget

    3 votes

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    0 comments  ·  Financials » Material Orders  ·  Delete…  ·  Admin →
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    Rob Nunziato shared this idea  ·  Jan 17, 2019

14. budget price automated from invoice total

    4 votes

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    0 comments  ·  Financials » Estimates & Invoices  ·  Delete…  ·  Admin →
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    Rob Nunziato shared this idea  ·  Jan 17, 2019