Communication
80 results found
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Forwarding Emails
Would like to add more than one email to the forwarding setting
6 votes -
Drag an email into a Job
It would be great if you could drag an email into a job instead of having to forward it. IT takes awhile and we often make errors with writing in the job number etc.
6 votes -
Incoming client emails should be auto captured and added as a note instead of having to forward it in.
Incoming client emails should be auto captured and added as a note instead of having to forward it in. Many many CRMs already do this. Having to forward every incoming client email is a redundant unnecessary task.
6 votes -
Custom Subcontractor Notification Emails
it would be useful to include some customization options for the notifications my subcontractors receive. I don't need them getting marketing links, and I'd prefer to be able to add some custom text when I send them a work order or task.
5 votes -
Send emails in bulk
Send emails in bulk. This would be great for our sales team/marketing team to utilize as a way to contact all contacts in a specific status.
5 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 -
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 -
Automated email attachments
I would like automated emails to have the ability to include attachments from the job file. For example, I use about 6 different purchase orders at different stages of each job. If I uploaded each purchase order as it's own "attachment category" then it would be nice to have an automated email sent at different stages and automatically include the job specific purchase order that is uploaded to it's own unique attachment category.
5 votes -
When scheduling a sub, it should not be an automatic email.
When you assign a sub to a job, they get an email but sometimes it could be useful to be able to add notes to the body of an email.
5 votes -
4 votes
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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
4 votes -
Preview Attachment details before sending of email
When I send an email through the Activity main page and add an attachment, I would like to click on the attachment to verify the details. This would be very beneficial and provide some peace of mind.
4 votes -
Change the time when Email Reminders get sent out
Every morning we get an email reminder about our JN tasks. We get this email at 4am every day. There should be a way to change this time to at least 7am.
4 votes -
HTML emailing
Customer requested to have HTML capabilities at some point for emailing within JobNimbus
4 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 -
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 -
Store Frequently Used Email Addresses
It would be beneficial to have an area that we can store frequently used email addresses within our account. These would be emails that we use regularly in the Other field when sending emails to avoid having to manually enter them every time.
4 votes -
The ability to add the job number in the subject line.
The ability to add the job number in the subject line.
3 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
3 votes -
Include attachments when emailing invoice
When emailing an invoice, I would like to be able to include attachments in the email.
3 votes
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