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JobNimbus Feedback

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palmerconstruction6

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4 results found

  1. Masking Personal Numbers When Calling Through JobNimbus

    15 votes

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    3 comments  ·  Communication » Phone  ·  Admin →
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    palmerconstruction6 shared this idea  · 

  2. Create More Restrictive Access Profile

    62 votes

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    Viewed  ·  7 comments  ·  Settings » Access Profiles  ·  Admin →
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    palmerconstruction6 supported this idea  · 
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    palmerconstruction6 commented  · 

    I would like my leads to have access to jobs for addresses, add notes, change statuses, add pictures but not access email information ..as customers talk about pricing and sensitive information in their emails.

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    palmerconstruction6 commented  · 

    Certain employees should NOT be able to see all the email information. Sensitive insurance information and other information that we have privacy concerns about should not be able to be accessed by any old employee. This restriction needs to be added asap.

  3. Please create ability to insert page break.

    30 votes

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    4 comments  ·  Documents, Photos, Forms & Attachments » Templates  ·  Admin →
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  4. Page Breaks for template

    21 votes

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    6 comments  ·  Financials » Templates  ·  Admin →
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    Viewed  ·  AdminJobNimbus (Product Manager, JobNimbus) responded

    Which templates are you wanting to add a page break to?

    On certain forms, like an estimate, it seems like the page breaks would need to be conditional based on the number of line items, which would be quite tricky.

    Thanks,
    Aaron

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