Communication
154 results found
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Email template fields options
In the email template fields in settings, when we want to add a material date and a task date directly from a job we have to create custom job fields. We would like the option to select 'Most Recent Material Order' from the jobs portion of the drop down, as well as 'Most Recent Task' from the job drop down.
3 votes -
Newsletter Feature in JobNimbus
We would like to make a monthly newsletter through JobNimbus that sends to all our contacts. There are a lot of CRMs that have this capability and we think it's something that would add value, not just to our company, but to JobNimbus as a whole.
3 votes -
Add Hyperlink to Templates
Add hyperlink to an email template that can direct you to the Job.
3 votes -
Red alert dot notification on job boards or in contact boards.
Instead of getting 100 emails on notifications you can use this option to alert the single job or contact board with a red or whatever color you choose, that there is a note- message -email or whatever needs your attention that you need to look at.
3 votes -
Adjust time of day Daily Notifications are sent
Would like to have the opportunity to adjust the time of day that my Daily Digest Notification is sent out. ie, 6 am as opposed to 4 am. I get so many emails that these are difficult to find some mornings.
3 votes -
Change Who Automations Show the Email Being Sent From
Emails sent via Automation show the company name as the sender before opening the email. Would like to be able to change who it shows as being from based on the automation or the email template.
2 votes -
Print Emails
I would like to be able to print emails. Currently, I can print the job, but the longer emails are truncated. I need the print out to show the full email correspondences.
2 votes -
Quick Reply Button
a quick reply function for emails in the notification center (notes too)
2 votes -
Sync Sent Emails w/ Gmail
I would like to have it so that every email I send within JobNimbus also syncs to my Gmail so that I easily have proof that I can send to my client's again later on that an email was sent. Customer's recognize Gmail better than the JobNimbus email so they are less likely to think I doctored the initial email if they see it forwarded to them from Gmail.
If I can't have it auto sync to my Gmail as well, I would like to have an option to have each email we send automatically CC an email address that…
2 votes -
Subcontractor text notifications
a feature to when I tag a subcontractor that it will send a text instead of an email
2 votes -
Include Subcontractors as Option When Sending Email
Can JN include job-assigned subcontractors as job contacts and make them appear in the email selection when sending an email?
2 votes -
See Attachments in Email Thread
When a customer replies to an email that contains an attachment, there isn't an easy way to see what the attachment was in the original email other than to go find the original email. There should be a way to see the attachment name in the email they replied to, but it changes the attachment name to a random string of numbers.
2 votes -
It would be nice if there was a way to block spammers on Engage.
It would be nice if there was a way to block spam texters on Engage.
2 votes -
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 -
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 -
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 -
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 -
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 -
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
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