Communication
86 results found
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CC all assigned reps on all emails
Need a feature to be able to have all assigned reps CC'd on all emails coming into file. In situations where our invoicing department sends an invoice and the customer responds directly to the invoice email, it will only go to the invoicing department and not to the project manager assigned.
2 votes -
Show Email Templates within the App
Being able to use premade templates within the app would be extremely helpful
3 votes -
Show Email status for the estimates
Show the email status for the estimates that are sent out so you can tell if a customer has received and opened them. You can see it on the other emails just not with the estimates.
2 votes -
Need Ability to Select Which Email Sends an Automation
The replies to our automations are not going to the correct recipients. Adding this feature would ensure that the correct person receives the reply to the automated email.
1 vote -
To be able to add multiple email addresses. Or once you add contact fields to be able to add in the drop down for email receipients
Be able to add insurance adj emails and company emails to the drop down menu of the email recipients
16 votes -
Voting
So many of us are giving the same "Idea Request's" but, just worded different and we are only getting some votes due to JN not recognizing and combining similar/same requests and us not having the time to read through them all to see if there is one already made! JN needs to help refine and combine these to help our Votes get addressed sooner. (No wonder why things aren’t progressing sooner with this program in areas that really need it.)
1 vote -
Email templates
Add token for image of email creator and assign to rep. Like the {{salesrepimage}}
1 vote -
Email opt out checkbox (like the one for texting)
This would help make sure we still have their email to send estimates to but blocking them from getting any automations. This would help us comply with email laws.
2 votes -
the ability to add multiple emails for sending notifications to customers, builders, roofers that a job is scheduled.
Currently you can only add one email to a contact. I need the ability to add multiple emails to notify more than one person. For example the roofing salesman and the job foreman.
4 votes -
3 votes
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The ability to add the job number in the subject line.
The ability to add the job number in the subject line.
6 votes -
Make a Payment Button in Body of Email
I would like to have the 'make a payment' button that appears on the invoice when using JobNimbus Payments to also appear in the body of the email.
11 votes -
Email Send Time Limitations (Like Engage Texts)
Wants it to be possible to set up emails like text where they don’t go out between a certain time ie. (9pm and 7am).
1 vote -
Email reply & sent is confusing and on same line.
The email received and the reply is on the same line instead of being separate for a line or other. It's really complicated for recipient and sender to follow the thread. I
6 votes -
Additional Email Statuses (Read, Unsubscribed, etc.)
The logo would like to have the ability to receive a read receipt when they send an email via JobNimbus.
1 vote -
Include attachments when emailing invoice
When emailing an invoice, I would like to be able to include attachments in the email.
7 votes -
Hyper Link to Job/Contact Records in Emails
all emails contain a link to take you to the referenced job or contact. This seems like a huge oversight that its not already a feature
6 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.
4 votes -
Quick Reply Button
a quick reply function for emails in the notification center (notes too)
4 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…
5 votes
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