Communication
152 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 -
Schedule Email Send Option
Since I tend to work late night on my JN accounts, it would be helpful for homeowners to receive an email first thing in the morning rather than midnight. If we had an option to delay the email to be sent, it would look more professional on our end.
11 votes -
Add Hyperlink to Templates
Add hyperlink to an email template that can direct you to the Job.
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 -
Create a note section in Activities section
Place a section on top of the activities thread that would separate and prioritize notes themselves. Often notes get lost in the sea of communication/ emails thread. Seems it would be better to separate them as most that are important and made to notify. Also, could be helpful to allow notes to be prioritized by degree of importance through color code or some type of labeling.
6 votes -
Add Attachments to Work Order Email
Sometimes we need to send some supporting documents or photos along with the work order to the assigned subcontractor.
We need an attachment button.
Currently, we send the work order by sending email from the main job page, ellipsis - send email - select email template, but by using this route, we have to enter the subcontractor's email address manually
21 votes -
Record and log both inbound and outbound calls
I would be great if we could have both inbound and outbound calls be logged to JobNimbus and also recorded.
7 votes -
MORE EMAIL RECIPIENTS FOR EMAILING DOCUMENTS
Currently, JN's Document option only allows the primary contact as the recipient. No additional address field.
Would be great if we can add multiple email addresses and cc & bcc fields.
Also, having a contact list (list of team members, or regular contacts) to choose recipients from.
23 votes -
Droplist of email addresses
It would be great if we could create a droplist of email contacts when trying to send email instead of typing in the email address every single time.
10 votes -
Reply All function to add in all recipient automatically
For the reply all function to pull in all the recipients listed on the email not just the primary contact.
5 votes -
Text and Call communication
Would help to have the app and your contacts on your phone integrated so if you received a call or a text from a homeowner and they were in JobNimbus as a contact, it would record that in activity. Also you can only see the first initial text that you send and not the whole correspondence. That would be helpful for the office staff to see all of the communication.
4 votes -
@mentions have a received or checked feature.
The ability to have a received feature on @mentions so those that tagged know when the tagged person has viewed the tag.
7 votes -
Red Flag or Identifier to show when a customer sent in a new email.
WHen a new email is recieved, a red icon or some sort of identifier along with automatic emails may help our logos keep better track of who needs to be responded too.
11 votes -
Email Activity
I think any email coming in or out needs to show up in the activity feed. Currently, there is no notification in the activity feed when I send out a material order. The notification for a signed document seems to be hit or miss as well.
4 votes -
Automatic Email Replies
Customer would like to have a feature where automatic replies are possible in case they are out of the office.
8 votes -
When using email templates do not have them delete the existing text written.
When responding to an email, we will select under “Insert Template” our individual template that will insert our Signature. When we do this, it deletes the subject line. If we have already typed something in the body and then go to insert our signature, it will delete the entire body that we typed up.
4 votes -
Keep Insert Template Field open when clicked
If the Insert Template Field menu would stay open when clicked and close either by clicking the button again, making a selection, or clicking outside of the menu. If the menu would scroll independently so all items can be shown in a smaller space should help with the menus containing a large list.
5 votes -
HTML emailing
Customer requested to have HTML capabilities at some point for emailing within JobNimbus
4 votes -
Be able to choose the Sender on Automated Emails.
The ability to choose the sender on automated emails rather than, it defaulting to the company @jobnimbusmail email.
5 votes -
Email - forwarding and replying
Please display the associated emails within the contact when replying or forwarding an email. Currently, you have to type every email address in ...instead of the drop down box displaying with the contact and company email addresses.
4 votes
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