Communication
176 results found
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3 votes
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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.
18 votes -
Increase Email size limit
I would like the file size limit on emails increased.
12 votes -
Contact and Job info included in @mention notifications
I would like Contact and Job information included in email notifications that go out when I am tagged in a note
4 votes -
If-Then programming within templates
It would be very helpful to apply If-Then programming to template fields within a template in order to customize the text for the specific customer. For example, a customer may need an old fence removed before installing a new one. I could have a custom Boolean field for "Remove old fence?" If this is checked, a sentence would be included in the template stating "We will remove your existing fence." If it is not checked, then the sentence is omitted. This type of programming is available in other software using similar template fields.
3 votes -
Missed calls in Engage
Add missed calls to Engage to notification center.
6 votes -
Text from Contact/Job Record
I want to be able to text from the contact or job without having to go back and forth between the Engage tab.
10 votes -
Ability to Print Text Messages
I would like to be able to print a text conversation via downloading a PDF.
3 votes -
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
18 votes -
Reply to Emails outside of JobNimbus
Ability to reply to emails outside of the JobNimbus reply function. I.e. add ability to reply to emails within JN from outside servers.
16 votes -
Custom Subcontractor Notification Emails
it would be useful to include some customization options for the notifications my subcontractors receive. I don't need them getting marketing links, and I'd prefer to be able to add some custom text when I send them a work order or task.
6 votes -
Ability to link Engage conversations to associated jobs.
Ability to link Engage conversations to associated jobs. Allowing search-ability as well.
14 votes -
Engage conversations to be assigned to sales rep
Having engage conversations auto-assigned based on who the sales rep is on the contact.
14 votes -
Send attachments in a text message
Include attachments (ie work orders) on a text message
7 votes -
Engage Display Names
The ability to have multiple contacts with the same phone number and have Engage pull from the last contact created as the display name used.
2 votes -
Group Texting through Engage
we need the ability to group text through Engage instead of only one phone number.
22 votes -
Accessing Photos Related
The photo sharing features need improvement. When a customer sends us photos via JN email, even from within the job, i cannot always attach them to the estimate. I think all photos related should be accessible in the photos tab, in estimate attachments, and everywhere else a photo is used, even if it's to the contact or another job by the same contact. Please help! This is taking so much extra time to download and re-upload every photo!
2 votes -
Allow an automation to add new assignees in a workflow
I'd like to add assignees to a job when the job is accepted, so they can view work orders and material orders. I'd like this to be an automation so I don't have to continually run reports or manually add new assignees every time a job is accepted.
2 votes -
Email formatting options
allow email formatting within jobs/ contacts. Currently when i load a template email and need to make changes, it changes the font and looks terribly unprofessional. I'd like to have all the same editing tools in every single email module within JN please!
10 votes -
Company Announcements
Something the managing team can do, but create a company-wide announcement that will not only be emailed to the recipients but also show up in some type of banner at the top when logged in until closing it out. Would help to bring awareness to upcoming company events, shout outs to outstanding performance or company wins, happy birthdays. Or bring attention to other important team events. It can help to really bring the team together.
4 votes
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