Communication
154 results found
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Templates for Each Note Option
We need the ability to add a full template to each note option. For example, when you select from the drop down, we would have an option for "NEW LEAD" and then in the note section a template would populate to fill out with an outline of what information needs to be taken and questions to ask.
2 votes -
The ability to send out mass texts.
The ability to send out mass texts.
8 votes -
Reply to @mentions via email
Add the ability to reply to @mentions by replying to the @mentions email notification instead of having to go into JobNimbus to do so.
3 votes -
Email Notification Changes
I would like to make a suggestion regarding the way customer emails come in from Job Nimbus. It is far too easy to get the notification of a job nimbus email and by the time you scroll to the bottom, it's not obvious that it's a job nimbus notification and if you're even a tiny bit distracted or busy it's very easy to accidentally reply from your email, which ends up looking like you've responded to the customer but in actuality you've just emailed job nimbus, and it's only apparent when you click on the view thread button in the…
2 votes -
3 votes
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Customize signature request emails
I would like to have email templates (that I have created) to choose from when using the Add Signers feature.
8 votes -
Allow embedded videos in emails
Create the ability to embed a video into an email. For example, on a welcome email it could be a video of our owners thanking them for working with us and a short introduction. I think an embedded video would perform much better than a hyperlink that most people won't click on.
2 votes -
Change the email sender from "JobNimbus" to Company Name
It would be nice if the "sender" of the emails showed up as the logo information instead of "JobNimbus"
32 votes -
Ability to add Subcontractors to Text Automations
Can "Subcontractors" can be added to the list of people that we can send a text message to in Engage? I was trying to create an automation that sends our Subcontractor a text message, but they are not an option to select. Currently there's only Assignee, Sales Rep, Customer, or a specific team member.
4 votes -
Combine emails
Is there a way we can combine multiple @emails to a number of people within our organization without having to create them separately? For example, @johndoe @janedoe @cindysample and make this group of people 1 @ like @Purchasing.
5 votes -
Engage Reports
I want to pull a report on Engage user data
2 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 -
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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Forward phone calls to the Assigned person's number
Right now, phone calls can only forward to a single number. I'd love to have the option for phone calls to be forwarded to the current user assigned to the conversation.
Our goal with engage was to consolidate all communications with customers to one place. However, passing all call-backs straight to the office at all times has been frustrating for our sales representatives in trying to close a deal. If I could choose to forward calls to the assigned user, this would really help to streamline communications.
14 votes -
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 -
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 -
Missed calls in Engage
Add missed calls to Engage to notification center.
4 votes
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