Jacob Milne
My feedback
24 results found
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14 votes
An error occurred while saving the comment Jacob Milne supported this idea · -
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37 votes
An error occurred while saving the comment Jacob Milne commentedWe have documents from almost every status that exist in our organization... would be huge!
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64 votes
An error occurred while saving the comment Jacob Milne commentedSimply splitting the Documents and Photos permission into separate
Documents
PhotosRespectively would be HUGE
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An error occurred while saving the comment Jacob Milne commentedDocument templates should include an option to indicate an attachment type so when it is attached to the job it isn't just "document" but whatever I tell it to be!
Then automations could work through already utilized methods!
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91 votes
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29 votes
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.
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30 votesJacob Milne supported this idea ·
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37 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
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172 votes
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.
Jacob Milne supported this idea ·
Tons of tasks getting created. Chaos!!!