Communication
178 results found
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Email replies and email templates in Jobnimbus
Email replies with email templates erase the subject line in email. it would be nice if I had the option to retain the original subject line without having to copy paste this as i do now.
15 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.
3 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.
7 votes -
Subcontractor's email address added to recipients in Note
I want to be able to see a subcontractor's email address alongside the assigned team member's email addresses after assigning the subcontractor to the Contact, that way I can email the sub without relating them to the Contact.
9 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.
7 votes -
Should not have to ask customers to hit "Reply All" on emails
My only ‘concern’ with this process is we have no control over making sure a customer hits ‘reply all’. I trust this is something that this is something that will change soon. It sounds like a significant area of opportunity.
12 votes -
Ability to add documents to email templates
I want to be able to create an email template that contains several documents within it, That way when the customer receives the email, they can click on each document to pull them up to review it, print it, sign it, etc.
30 votes -
Adjust time of day Daily Notifications are sent
Would like to have the opportunity to adjust the time of day that my Daily Digest Notification is sent out. ie, 6 am as opposed to 4 am. I get so many emails that these are difficult to find some mornings.
6 votes -
@Mention Report
It would be really convenient if there was a report on my dashboard where I could see and acknowledge @mentions. Having to go through my email or mobile app is really cumbersome.
30 votes -
Mass emails to entire customer base, or customize-able groups within the database.
I used to work in car sales, and our CRM was a bit more complex than job nimbus, but at a higher cost for the dealership to use. That being said, the CRM admin/Internet Manager could send out mass emails using the existing customer database. They could send a mass email to the whole list, or pick out certain criteria for a targeted email blast.
It would make JobNimbus a far stronger competitor if this could be incorporated into its abilities. In our case, we are a roofing company. If we could customize a mass email blast to target, for…
74 votes -
Allow for mentions to be used in descriptions for attachments
I would like o be able to tag someone with an @ mention inside the description of an attachment or photo
17 votes -
Multiple email addresses in the main email field?
Sort of related to having more than one active email field...but I just came across this while integrating with QuickBooks.
We have several clients for which we have 2 email addresses in the field (separated by a comma), and when we email their invoices to them, it goes to both emails automatically.When updating a contact record that had 2 emails from QuickBooks, I had to remove an email address to be able to save it because it only allows one.
8 votes -
Ability to adjust line spacing on document templates
I'd like to be able to adjust the line spacing within the document templates rather than having to copy/paste from a Google Doc to get it right. There should be something built in to the template along the toolbar that allows for line spacing adjustments.
13 votes -
Make custom email fields fully functional
Add an option to custom job fields to indicate if the field we've created is an email address; so that JobNimbus will let us select it as the recipient address when sending an email from the Job.
8 votes -
Upload Video to Email Template
We would like to add a short "introduction video" of each of our salesmen to our "welcome email".
6 votes -
Ability to type personal message when emailing invoices
When we email an invoice through jobnimbus and the box pops up it does not give us the ability to type a personal message and send it. It only gives us the option to use a template email. Our team would like the ability to type a small personal message per customer.
38 votes -
Avoid email chains from appearing in @mention replies
The @mention feature should send an email to the user mentioned from a DONOTREPLY email address. The email should contain a button or link they can click on to reply. The objective here is to isolate the user's response from the body of the email chain so that it doesn't post the whole email chain into JobNimbus. Furthermore, Coming from a DONOTREPLY email address means that if someone tries to reply to the email directly by mistake, the user will be notified that their response was rejected and have another opportunity to submit their reply the correct way.
7 votes -
Out of Office Automatic Email Reply
Hi, it would be great to be able to set an "Out of Office" auto email reply from JobNimbus. We set it on our gmail accounts for example, but if someone responds via JN they are not alerted that our sales person is out of town.
Thank you!
43 votes -
@mentions for Groups
Extend the @mentions notifications capability to include or apply to Groups. https://knowledge-transfer-llc.com/jobnimbus-feature-requests/
35 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
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