Communication
152 results found
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Complete Email Overhaul in JN
We all know that the email in JN is horrible. It just needs a complete overhaul period. Either that or a full integration with Gmail or Outlook. The email is barely functional at best. I need to be able to add an attachment to a template, change font size, change font, change font color, add background color to highlight something, basic things that every email has except for Job Nimbus email. Make it more like a real email with the subject line at the top where it belongs, when I select "send an email" when I am within a contact…
28 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.
7 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.
7 votes -
Upload Video to Email Template
We would like to add a short "introduction video" of each of our salesmen to our "welcome email".
5 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
13 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.
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.
29 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.
27 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 -
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 -
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…
70 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.
31 votes -
@mentions for Groups
Extend the @mentions notifications capability to include or apply to Groups. https://knowledge-transfer-llc.com/jobnimbus-feature-requests/
32 votes -
Replies to automated emails
When someone replies to an automated email the reply is just added to the customer/job from which the automation initiated.
It would be great if the replay was also sent as an actual email to preferable the Sales Rep or Admin.
9 votes -
Status of sent estimate emails (i.e. Opened..)
Automation emails show if an email has been opened like so:
"Status: Opened"
Can this tracking feature be add to all emails sent though JobNimbus? Importantly, the sent estimate templates? This would be very helpful.
Thank you!
13 votes -
Out of Office auto email reply through JobNimbus
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!
28 votes -
a company message board - messaging system
We'd love to have a communal board for all of our team where we could post company-wide or sub-group messages and notifications.
Integrate a Slack-like feature.
18 votes -
Integration with virtual phone - VOIP
We use a virtual cloud based phone system. All of our communications are from individual phone numbers but the outgoing calls through the phone system all show the company number. I would love to see some sort of integration ability to be developed that allows the phone to push it to the virtual phone app.
11 votes -
Removing "Re: [JobNimbus]" from every reply through Gmail
Every time a contact replies & our users reply back using Gmail (which is where we reply from, not in JobNimbus) it adds a new "Re:[JobNimbus]" for each reply, totaling up on a subject line making it visually unappealing/confusing to customers.
If no plans for an Gmail integration in future, we would like to at least see this feature of lengthening the subject line removed please
16 votes -
More than one email address per contact
I'd like to "share" a file with someone else, but there is only 1 email address that can be assigned with a particular contact. For example an appraiser, public adjuster or attorney. Or for example I'd like to email State Farm and invoice or permit receipt, but have to manually enter the email address each time.
20 votes
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