Communication
166 results found
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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.
125 votes -
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.
123 votesYou 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.
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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.
120 votes -
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! :)
85 votesThis 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 ????!
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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.
73 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 -
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.
68 votesThis is definitely something that we’ve wanted to add to JobNimbus. Thanks for the suggestion!
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@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.
45 votes -
Change default @jobnimbusmail.com email.
The ability to change the outgoing email from the @jobnimbusmail.com email to their company email.
44 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 -
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 -
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"
29 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 -
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 -
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 -
@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 -
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.
23 votes -
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
23 votes -
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 -
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
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