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I wish JobNimbus had...

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Email Documents direct from Client Records

When I view an attachment I have to download it and then email. Is there a way to email direct from the client record without downloading?

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Joe Aiello PGM shared this idea  ·   ·  Report…  ·  Admin →
Completed  ·  AdminJobNimbus (Product Manager, JobNimbus) responded  · 

Rejoice! We’ve included this in our v1.19 release. Now, when you click “Attachments” when sending email via adding a new note, you’ll now be able to choose from the photos and documents you’ve uploaded to the contact record (if emailing from the contact) or from the job record (when emailing from the job).

For more details on this and other features in v1.19, check out our blog: http://buff.ly/1oXd610
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Brad
JobNimbus Support
855-964-6287

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  • Jason Kaiser commented  ·   ·  Report

    Email function out of mobile app would be great.

  • Jason Kaiser commented  ·   ·  Report

    When emailing out of Job Nimbus it would be nice to have the option to attach the documents and attachments that are in job nimbus. along with the current ability to upload from computer.

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