Custom Fields
N
Normal Rabbit
There are so many great suggestions in this post. I tried adding into the date fields the following : Deductible, Coverage limits,
RCV/ACV/ Roof Schedule, Commission Split, Quoted Roof Price and add ons, Coupon Amount,
Roof Shingle Color,
I can type anything into these fields, but of course they wont save anything in the fields except a valid date
I agree with the following suggestions
Have a field in organizations and contacts for a website.
Moving Job title
Birthday field
Added fields for referral fee % or flat fee for referring partners such as plumbers, etc.
The ability to create custom mandatory fields is important. I like this. Also we need to be able to make the non-mandatory existing fields to be mandatory, such as Status.
Ryan Oliver
open
O
Outstanding Shrimp
later
O
Outstanding Shrimp
Merged in a post:
Workers Comp code tracking
P
Premier Yak
Add an optional dropdown menu field to the timeclock/timestamp so the user or admin can select a Workers Comp code from a customizable list. We'd then be able to build out our dropdown menu options based on our commonly used WC codes. We could then filter timestamps by Workers Comp type, and pull verified timestamp reports for our WC insurance carrier.
Example: "Painting - 5474"
O
Outstanding Shrimp
Merged in a post:
Organizations & Contacts
C
Closed Blackbird
Have a field in organizations and contacts for a website.
O
Outstanding Shrimp
Merged in a post:
add a type of property = Multifamily Residential and Source of Moisture” open field in Project
R
Rose quartz Possum
O
Outstanding Shrimp
Merged in a post:
Job Title field missing
P
Premier Yak
The quickie menu that pops up when you hit the "New" button to add a new contact under the Relationships area of a Project's Basic Info, is different than when you hit the Create New button from "Contacts".
Besides the Types menu being different, as my earlier post, the Job Title field is missing entirely on the quickie menu. (1st screenshot)
Also, if you could move the Job Title up near the personal info, aka, near email, that'd be great. (2nd screenshot)
O
Outstanding Shrimp
Merged in a post:
Add a Birthday field for contacts
C
Concrete Badger
Add a Birthday field for contacts to help enhances sales CRM
O
Outstanding Shrimp
Merged in a post:
Customize Fields under Relationships
E
Entire Finch
We would really benefit from being able to customize what information is shown on that screen. Personally, I would want the organization they're associated with to show there. I may not know who John Smith is but I would know who John Smith with PSPH is. Because we have a referral program its very important we have this information easily available and that we not have to search separately for it.
O
Outstanding Shrimp
Merged in a post:
iMold - Add optional fields to a job set up in the settings with the ability to make them optional or required when setting a new project up
R
Ruby Chipmunk
iMold is looking to have 4 customizable fields added when creating a new project in Albi. These fields would also have the ability to be set as optional or mandatory when creating a new project. They are looking for these fields to be mandatory so a project can't be created without entering info.
- Gate Code
- Lock Box Code
- HOA Info
- Community Name
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