Communication
166 results found
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Conversations with contacts
When I have multiple contacts with the same phone number I would like to be able to change the related contact. It always relates to the first contact, but I need to have it related to the contact that was most recently created.
2 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 -
Forwarding Emails
Would like to add more than one email to the forwarding setting
6 votes -
Use different email to send from
The option to email from your own domain, or another domain than JobNimbus.com
7 votes -
Draft option for emails
When creating an email I would like to be able to save it as a draft in case there are any unforeseen system errors.
7 votes -
Change font when sending email
When copy and paste to an email, it does not match the style that is set in the Template, even in the slightest way, the email looks not professional.
2 votes -
2 votes
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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 -
More push notifications
There should be a way to set up push notifications for when a customer opens/views/signs an estimate.
2 votes -
Spell check!
I think that spell check and grammar check would be CRUCIAL in emails to the customer. I type Fast, and sometimes I may miss a letter, or may not have the proper grammar for certain sentences and second guess myself if it sounds professional.
I would LOVE the opportunity to have those apart of my services so I don’t have to copy and paste my templates to my Microsoft word to get that benefit before I send out a professional email that reflects directly on my business.
2 votes -
Notification - task reminders
If an appointment is completed, remind the assigned rep to fill out a note on the job if it hasn't been done already
1 vote -
Google Mail integration
The ability to integrate with Google Mail/Google Workspace.
7 votes -
Desktop push notifications
I love how the new app shows push notifications "Jim has mentioned you on Client's file"
Can we get that feature within desktop as well? The current activity tab shows what changes I have made to files and that is useless to me. I need to know what is being asked of me from others at a quick glance.3 votes -
Notification flag displaying the number of unread messages on both the desktop and mobile app
A simple notification flag showing the number of unread messages would be extremely helpful to prevent @mentions and new notifications from being missed. Most apps that facilitate correspondence are using them. (Think imessage or the default email app icon that's on the home screen of your phone). Notification settings, such as banners and sounds, aren't sufficient for staying on top your correspondence. This flag should also live at the top of the page inside the desktop version.
Thank you for a great product!
6 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 -
Schedule Email Send Option
Since I tend to work late night on my JN accounts, it would be helpful for homeowners to receive an email first thing in the morning rather than midnight. If we had an option to delay the email to be sent, it would look more professional on our end.
11 votes -
Add Hyperlink to Templates
Add hyperlink to an email template that can direct you to the Job.
3 votes -
Newsletter Feature in JobNimbus
We would like to make a monthly newsletter through JobNimbus that sends to all our contacts. There are a lot of CRMs that have this capability and we think it's something that would add value, not just to our company, but to JobNimbus as a whole.
3 votes -
Add Attachments to Work Order Email
Sometimes we need to send some supporting documents or photos along with the work order to the assigned subcontractor.
We need an attachment button.
Currently, we send the work order by sending email from the main job page, ellipsis - send email - select email template, but by using this route, we have to enter the subcontractor's email address manually
21 votes -
Record and log both inbound and outbound calls
I would be great if we could have both inbound and outbound calls be logged to JobNimbus and also recorded.
7 votes
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