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Carol Walker

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  1. 56 votes

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    Carol Walker commented  · 

    It would also be great to eliminate the verbiage that is automatically sent in an email when someone just replies with a thank you! :-)

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  2. 24 votes

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    Viewed  ·  5 comments  ·  Settings » Automation  ·  Admin →
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    Carol Walker commented  · 

    or it might be prudent to create the task (appointment) first, then JN can create the contact and job from this info?

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  3. 37 votes

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    11 comments  ·  General  ·  Admin →
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    Carol Walker supported this idea  · 
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    Carol Walker commented  · 

    Just make option to close all unnecessary popups

  4. 49 votes

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    6 comments  ·  General  ·  Admin →
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    Carol Walker commented  · 

    Please add an OPT-OUT for all screens :-)

    Carol Walker supported this idea  · 
  5. 228 votes

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    Carol Walker commented  · 

    Please also fix all the kinks of extreme slowness :-) One way would to limit all the verbiage that goes in to the NOTES tab when people reply to an email incorrectly...

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    Carol Walker commented  · 

    Use Google Calendar Integration?... Why do we need JN then. We used to use Google Calendar solely and wanted other options... don't want to go back to the old ways... :-)

    Carol Walker supported this idea  · 
  6. 14 votes

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    Carol Walker supported this idea  · 
  7. 13 votes

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    Carol Walker supported this idea  · 
  8. 4 votes

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  9. 6 votes

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    Carol Walker shared this idea  · 
  10. 12 votes

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    Carol Walker supported this idea  · 
  11. 30 votes

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    Carol Walker supported this idea  · 
  12. 17 votes

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    Carol Walker supported this idea  · 
  13. 15 votes

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    Carol Walker supported this idea  · 
  14. 130 votes

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    Carol Walker supported this idea  · 
  15. 29 votes

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    Carol Walker supported this idea  · 
  16. 10 votes

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    Carol Walker supported this idea  · 
  17. 6 votes

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    Carol Walker shared this idea  · 
  18. 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.

    Carol Walker supported this idea  · 
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    Carol Walker commented  · 

    I agree, but still need the contacts created in case we ever want to mass email or mass bulk mail etc... It would be great to "check a box" called "Create a contact" and it pull form the few fields in the job to do this! :-) TY! :-)

  19. 145 votes

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    Carol Walker commented  · 

    It would be so very helpful to have a searchable field dedicated to Insurance Claim # (We receive a myriad of calls from Insurance Companies, who only leave the claim # when they call and leave voice mail messages. Would help tremendously to be able to search by the claim # so we can locate a file much more quickly :-) Thank you!

    Carol Walker supported this idea  · 
  20. 23 votes

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    Carol Walker supported this idea  · 
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