Communication
154 results found
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Engage conversations to be assigned to sales rep
Having engage conversations auto-assigned based on who the sales rep is on the contact.
9 votes -
Recall sent email messages
Recall email messages that were sent by accident
3 votes -
Read Receipts on Sent Texts
Would like to see when a text message is Delivered vs Read. This helps us to avoid wasting time chasing leads that are ignoring our communication and lets us hold everyone accountable.
3 votes -
3 votes
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Increase Email size limit
I would like the file size limit on emails increased.
3 votes -
Contact and Job info included in @mention notifications
I would like Contact and Job information included in email notifications that go out when I am tagged in a note
3 votes -
Engage Reports
I want to pull a report on Engage user data
2 votes -
Send attachments in a text message
Include attachments (ie work orders) on a text message
6 votes -
Missed calls in Engage
Add missed calls to Engage to notification center.
4 votes -
Customized Tabs
We'd like to be able to have 1 or more customized tabs with predetermined filters for activity.
Also- if you could reset the default number of items to display on a single page- that would be nice too.2 votes -
Mailbox for @jobnimbusmail.com email, or more forwarding options
There should be a way to check email coming into the @jobnimbusmail.com address. sometimes emails don't forward properly to the forwarding address, and I would like to be able to somehow see all the mail in that mailbox. Either a mailbox type view, or more advanced forwarding options would be great.
9 votes -
Custom Subcontractor Notification Emails
it would be useful to include some customization options for the notifications my subcontractors receive. I don't need them getting marketing links, and I'd prefer to be able to add some custom text when I send them a work order or task.
5 votes -
If-Then programming within templates
It would be very helpful to apply If-Then programming to template fields within a template in order to customize the text for the specific customer. For example, a customer may need an old fence removed before installing a new one. I could have a custom Boolean field for "Remove old fence?" If this is checked, a sentence would be included in the template stating "We will remove your existing fence." If it is not checked, then the sentence is omitted. This type of programming is available in other software using similar template fields.
2 votes -
Ability to Print Text Messages
I would like to be able to print a text conversation via downloading a PDF.
3 votes -
Change default @jobnimbusmail.com email.
The ability to change the outgoing email from the @jobnimbusmail.com email to their company email.
44 votes -
Engage Display Names
The ability to have multiple contacts with the same phone number and have Engage pull from the last contact created as the display name used.
2 votes -
Choose who gets reply notifications
It would be great if we could choose what users should get reply notifications. As of right now, only the sender receives notifications when a contact replies to an email.
10 votes -
Allow CC and BCC fields in emails
CC & BCC fields are a must.
Also:
In any email format, the team members' and subcontractors' email addresses to be available as an option.Or, a contact list so we just need to click the recipients instead of typing the address in every single email.
As of now, in the job section, only the listed primary email, sales rep, assigned and related contact available.
We communicate regularly with vendor reps, subcontractors, and team members as admin and project managers.
122 votes -
Company Announcements
Something the managing team can do, but create a company-wide announcement that will not only be emailed to the recipients but also show up in some type of banner at the top when logged in until closing it out. Would help to bring awareness to upcoming company events, shout outs to outstanding performance or company wins, happy birthdays. Or bring attention to other important team events. It can help to really bring the team together.
3 votes -
Notification - task reminders
If an appointment is completed, remind the assigned rep to fill out a note on the job if it hasn't been done already
3 votes
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