Communication
152 results found
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Customer communication inbox
JobNimbus should have a notification Center per user like a inbox that lets us know we have had incoming emails, communication or responses from any clients or internal notes/ mentions. We Should not have to go into customer each individual to check for email or communication.
73 votes -
Masking Personal Numbers When Calling Through JobNimbus
Calling customers through JobNimbus: mask personal phone numbers when calling customers and having the ability to use our Business Phone number in place of the personal phone numbers
15 votes -
Text from Contact/Job Record
I want to be able to text from the contact or job without having to go back and forth between the Engage tab.
9 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 -
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 -
Reply to Emails outside of JobNimbus
Ability to reply to emails outside of the JobNimbus reply function. I.e. add ability to reply to emails within JN from outside servers.
14 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 -
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 -
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 -
Internal Chat Feature
An internal chat feature for the team to use. A chat feature that can allow people to talk within the company that doesn't have to be tied directly to a job or contact. Even having the ability to create groups of people would also be nice as a way for teams within the company to discuss issues or updates in real-time. Imagine a sales team chat to help with sales objections or answering questions where seasoned sales people can aid new salespeople. Or a group for specific internal events or competitions.
19 votes -
Ability to link Engage conversations to associated jobs.
Ability to link Engage conversations to associated jobs. Allowing search-ability as well.
13 votes -
Group Texting through Engage
we need the ability to group text through Engage instead of only one phone number.
15 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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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 -
Email formatting options
allow email formatting within jobs/ contacts. Currently when i load a template email and need to make changes, it changes the font and looks terribly unprofessional. I'd like to have all the same editing tools in every single email module within JN please!
8 votes -
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
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