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Meghan Rhoades

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  1. 59 votes

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    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.

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    Meghan Rhoades commented  · 

    Dataforma allows you to have a Company separate from your contacts. All the contacts fall under the company. That is a big feature I miss now that we are in JobNimbus.

  2. 172 votes

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    Good news!  We are planning to improve this functionality in an upcoming release.  Phone numbers (and other contact information) from the related Contacts will be displayed prominently on the Job view screen.  This will mean you no longer have to click into the Contact from the Job to find the phone number or email address.


    We expect this update to release in the next 30 days.

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    Meghan Rhoades commented  · 

    This would be such a nice touch! It is a pain to have to click off the job page to get the contacts info when you need to have the Job info for your conversation.

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