Skip to content

JobNimbus Feedback

Have suggestions for how we can improve? Share them in the categories, or vote for the ideas you like best. We want to hear your feedback!

Please only include one suggestion per post. While we can't respond to every suggestion, we are committed to reviewing every suggestion individually.

Communication

240 results found

  1. Email Integration Chrome/Gmail/Outlook - Email from Own Domain

    Email integration through an extension in Chrome/Gmail to allow emails to easily be attached to a contact by searching for the contact by name through means of a drop down menu button within the external email browser.

    This would eliminate the need to forward emails by means of subject line editing and forwarding to the JN email. Our customer have expressed that are confused as to who the email is coming from when a few of our personnel are replying through JN--as these replies us the same JN email, not our individual email addresses.

    122 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    Viewed  ·  32 comments  ·  Email  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  2. Allow CC and BCC fields in emails

    CC & BCC fields are a must.

    Also:
    In any email format, the team members' and subcontractors' email addresses to be available as an option.

    Or, a contact list so we just need to click the recipients instead of typing the address in every single email.

    As of now, in the job section, only the listed primary email, sales rep, assigned and related contact available.

    We communicate regularly with vendor reps, subcontractors, and team members as admin and project managers.

    114 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    13 comments  ·  Email  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  3. Email Signatures

    This should be as easy as taking the contact information from the user and dropping HTML code to pull that info from the database. The user would have a checkbox option to include signature, which would be selected by default.

    94 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    11 comments  ·  Email  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    You can use Email Templates to add signatures for each user when sending emails from either the Add Note feature or when sending automated emails.

    Direct email signatures per user from their profile is still on our development list but this is a great workaround in the meantime.

  4. Improved Share / Client Portal

    Hey team,

    What I'm about to show you is top secret information. :) Thank me later.

    JN is not the only CRM out there. But, I cancelled my other CRM because I love the simplicity of JN. Nevertheless, JN NEEDS to give the ability for us contractors to put a LOGIN section on our website to allow customers to login and view certain details about their projects.

    When customers login to their client portal, this should be the first thing they see --> https://www.screencast.com/t/b89Gqn8cuOty or see attached image. I should get an award medal for this sh*t! :)

    82 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    18 comments  ·  Share  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    This is a great example, thank you for sharing! We have many of these same ideas for improving our existing share feature and are working towards that.

    Thank you so much for sticking with us and for providing these great suggestions. I’ll be sure the dev team gets this info and can work towards making it happen!

    And we’ll see what we can do about getting you that award ????!

  5. Ability to Access Company Documents On Contacts/Jobs & When Emailing

    At present, we can create an email and attach photos or documents, but when we need a Company document we have to upload it each time to each Contact/Job that needs this form also. If Company documents selection were enabled, it would be great.

    80 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    Viewed  ·  24 comments  ·  Email  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  6. Customer communication inbox

    JobNimbus should have a notification Center per user like a inbox that lets us know we have had incoming emails, communication or responses from any clients or internal notes/ mentions. We Should not have to go into customer each individual to check for email or communication.

    69 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  7. Team Chat

    Have onine chat system so I could chat with al my team contacts even if they are not in the office. Just like MSN or live chat on Facebook, it would be nice if I could chat with anyone online who is on my team or contacts list from the office/company. For example, my boss lives in Edmonton so if we were both logged in then we could chat live if we need anything or if we are working on a file at same time.

    66 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  8. 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…

    64 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Email  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  9. Change default @jobnimbusmail.com email.

    The ability to change the outgoing email from the @jobnimbusmail.com email to their company email.

    42 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    2 comments  ·  Email  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  10. @mentions have a "Like" or "Seen" function

    I'd really like to have a "like," "seen," or "thumbs up" feature available for when a person is tagged/@mentioned in a note. This way when I @mention them in the note, I don't have to verbally follow up with them to ensure they saw my @mention.

    38 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    3 comments  ·  @mentions  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  11. 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

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    2 comments  ·  Templates  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  12. 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.

    29 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    Viewed  ·  3 comments  ·  Email  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  13. 29 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    Viewed  ·  2 comments  ·  @mentions  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  14. @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

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    1 comment  ·  @mentions  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  15. 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!

    27 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    Viewed  ·  0 comments  ·  Email  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  16. 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…

    26 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Email  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  17. People Picker in "Other Contacts" Field When Sending Email

    Make the other contacts field a lookup field so we can email team members easily.

    22 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    Viewed  ·  1 comment  ·  Email  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  18. Subcontractors Option When Sending Email

    I think a great when creating a note-email to have the option to choose the subcontractors for each Job to send an email

    22 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    Viewed  ·  2 comments  ·  Email  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  19. Change the 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"

    21 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  20. MORE EMAIL RECIPIENTS FOR EMAILING DOCUMENTS

    Currently, JN's Document option only allows the primary contact as the recipient. No additional address field.

    Would be great if we can add multiple email addresses and cc & bcc fields.

    Also, having a contact list (list of team members, or regular contacts) to choose recipients from.

    20 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Email  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
← Previous 1 3 4 5 11 12
  • Don't see your idea?

Communication

Categories

Feedback and Knowledge Base