Communication
94 results found
-
Show Email Templates within the App
Being able to use premade templates within the app would be extremely helpful
4 votes -
Email Opt Out Checkbox
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.
4 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 -
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 -
Add Hyperlink to Templates
Add hyperlink to an email template that can direct you to the Job.
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 -
Incoming Emails - assign/attach to a Job
Allow for assigning an incoming email to a job.
Currently I receive emails into JN but can not assign them to the appropriate job. This would be useful instead of remembering which contact sent the email to find said email.
4 votes -
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.
3 votes -
Populate Supplier Emails when Sending
Currently when starting an email, it won't auto-populate subcontractors emails unless I'm on my phone app. Please provide for this to pop up so we don't have to toggle back and forth.
3 votes -
3 votes
-
Automation Email goes to Secondary Contact Only
The ability to have an automation send an email only to the secondary contact on a job.
3 votes -
Easier access to insurance/adjuster email address and claim number
When sending a new email to insurance, it would be nice to be able to have the emails for adjuster and insurance as an option and not just the customer's email. It would also be helpful to be able to access the claim number maybe in a drop down for the subject line. Currently I have to have more than one tab open to copy and paste these bits of info
2 votes -
Modify Estimate Sent Notification Email to Sales Rep
Estimate notification emails are currently indistinguishable between a signing request and the alert that it's been sent. It would be helpful if it was different enough that the Sales Rep or sender of the estimate don't attempt to sign it accidentally
2 votes -
Send estimates/invoices to a primary and secondary email
Allow emails to populate with primary and secondary emails for the recipient
2 votes -
Control Emails Associated with Client Response
JN User would like to be able to control the emails that are pulled in by the JobNimbus system when a client replies all to an email. Currently the system pulls any emails in the reply to be apart of the conversation.
2 votes -
Customize Built in Emails from JobNimbus
It would be awesome to be able to control how a customer sees email messages from JobNimbus. For example, instead of the subject line showing [company name] sent you a quote, it would be nice to be able to set it to [sales rep] from [company name] sent you a quote.
Just more options to control what goes into the automated emails
2 votes -
Estimate Viewed Counter JN/SQ
We have notifications for when an email is opened. It would be great if we also had a counter for how many times it has been opened.
2 votes
- Don't see your idea?