Communication
87 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.
3 votes -
Add Email Tokens/Template Fields
Add the ability for:
- "Sender Image"
- Assignee Information
3 votes -
Show Email Templates within the App
Being able to use premade templates within the app would be extremely helpful
3 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.
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
18 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 -
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 -
Customize Email Notification Subject for NSE Estimates
The logo does not want the address line to come in but the ability to customize the subject title when sending an estimate to the customer.
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
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 -
Customize 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"
50 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.
8 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
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