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JobNimbus Feedback

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Communication

240 results found

  1. Change the email sender from "JobNimbus" to Company Name

    It would be nice if the "sender" of the emails showed up as the logo information instead of "JobNimbus"

    21 votes

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  2. Email Signature

    It would be great if each staff member could have an email signature built in so you do not need to enter that everytime.

    9 votes

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    0 comments  ·  Email  ·  Admin →
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  3. 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.

    4 votes

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    Viewed  ·  0 comments  ·  Email  ·  Admin →
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  4. 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

    1 vote

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    1 comment  ·  Email  ·  Admin →
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  5. Customize signature request emails

    I would like to have email templates (that I have created) to choose from when using the Add Signers feature.

    6 votes

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    1 comment  ·  Email  ·  Admin →
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  6. Forward phone calls to the Assigned person's number

    Right now, phone calls can only forward to a single number. I'd love to have the option for phone calls to be forwarded to the current user assigned to the conversation.

    Our goal with engage was to consolidate all communications with customers to one place. However, passing all call-backs straight to the office at all times has been frustrating for our sales representatives in trying to close a deal. If I could choose to forward calls to the assigned user, this would really help to streamline communications.

    12 votes

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    2 comments  ·  Phone  ·  Admin →
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  7. Email and Note Notification Preview

    a bigger preview in the notification (or just less clutter info. I dont need to know that the email automatically attached to a job. I need to see the email or note)

    1 vote

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  8. 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

    2 votes

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    0 comments  ·  Email  ·  Admin →
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  9. Quick Reply Button

    a quick reply function for emails in the notification center (notes too)

    1 vote

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    1 comment  ·  Email  ·  Admin →
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  10. Include Subcontractors as Option When Sending Email

    Can JN include job-assigned subcontractors as job contacts and make them appear in the email selection when sending an email?

    2 votes

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    1 comment  ·  Email  ·  Admin →
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  11. Include attachments when emailing invoice

    When emailing an invoice, I would like to be able to include attachments in the email.

    2 votes

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    0 comments  ·  Email  ·  Admin →
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  12. Engage for Canada

    I would like to be able to use Engage as a user from Canada.

    1 vote

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    0 comments  ·  Text  ·  Admin →
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  13. Team Texting

    I would like to be able to text my team via Engage.

    1 vote

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    0 comments  ·  Text  ·  Admin →
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  14. Text Signatures

    I would like to be able to add a signature to my texts within Engage so a customer can easily tell which person is replying to their texts.

    2 votes

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  15. Attachments not attached when you forward an email

    When you hit forward to other sender, attachment aren't being attach. Will be nice mostly to keep all thread in the same line.

    1 vote

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  16. Bring Back Subject Tag

    I used to utilize the subject tag when sending outbound emails via templates. Since it's gone, I've had to update all my email templates manually to include the subject tag (contact or job number) which has resolved that issue, but now if I attempt to send an email without a template, I have to manually input the subject tag in the subject line every time. Can you bring it back so that it's at least optional for those of us that enjoy the convenience it brought?

    1 vote

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  17. Engage - ability to search for contacts on conversations assigned to other team members

    Engage - ability to search for contacts on conversations assigned to other team members

    1 vote

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  18. Customer communication inbox

    JobNimbus should have a notification Center per user like a inbox that lets us know we have had incoming emails, communication or responses from any clients or internal notes/ mentions. We Should not have to go into customer each individual to check for email or communication.

    69 votes

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  19. Masking Personal Numbers When Calling Through JobNimbus

    Calling customers through JobNimbus: mask personal phone numbers when calling customers and having the ability to use our Business Phone number in place of the personal phone numbers

    14 votes

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    3 comments  ·  Phone  ·  Admin →
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  20. Verbiage for Text to Pay Errors

    When attempting to send a "Text to Pay" to a customer, sometimes there is no response on the button or clicking it does nothing. We discovered that it wasn't sending a text because the phone number for the customer was set to a home phone and not mobile. It would be nice if some of that verbiage showed up instead of nothing showing.

    1 vote

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    0 comments  ·  Text  ·  Admin →
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