Communication
213 results found
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Automatic Email Forwarding to Team Member's Personal Email
I would like the ability to have all emails that come through JobNimbus , and that I receive notifications for, to be automatically sent to my personal email inbox outside of JobNimbus (like Gmail or Outlook, etc.).
1 vote -
Voting
So many of us are giving the same "Idea Request's" but, just worded different and we are only getting some votes due to JN not recognizing and combining similar/same requests and us not having the time to read through them all to see if there is one already made! JN needs to help refine and combine these to help our Votes get addressed sooner. (No wonder why things aren’t progressing sooner with this program in areas that really need it.)
1 vote -
1 vote
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Make a public API endpoint available for Engage
We need to make this available to the business owners. It is crucial that we not only have the option to automate text messages, but have the ability to connect to AI. Some business owners like me miss out on opportunities to answer clients text quick enough and we should capitalize on this.
1 vote -
Update Note Categorization or Deletion
With other CRM's that I've used in the past, it was really easy to change the relationship of an internal note, or change the relation of the note to a contact. I would like to see in the "Activity" section either the ability to be deleted, or change the "related" section to "example (contact)" to "example (job)" so that I don't have to delete the content of a note and move it manually.
1 vote -
1 vote
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Separating Email Threads
Having Separate Email threads for each job instead of a mashup of activity threads for multi project profiles would be a game changer. So difficult to sift through and find old emails for specific jobs.
1 vote -
Payments - JN must obtain client consent before enabling features like payments.
Payments - JN must obtain client consent before enabling features like payments. This should always be discussed with the client in advance on the clients CRM account.
1 vote -
Reporting-Status and Stage movement time/date stamp for each job
Ability to create a report that time stamps when a job moved into a new status and show all status for that job. Not just current status, but historical data on all status and stage of 1 job. So you could see when each stage and status historically. The ability to look back at a job and see how when it moved and how long it was in each status. This is a basic lookback reporting function. Current report options shows count or all jobs in a particular stage or status.
1 vote -
Email Send Time Limitations (Like Engage Texts)
Wants it to be possible to set up emails like text where they don’t go out between a certain time ie. (9pm and 7am).
1 vote -
Additional Email Statuses (Read, Unsubscribed, etc.)
The logo would like to have the ability to receive a read receipt when they send an email via JobNimbus.
1 vote -
Need all the same functionality for documents as estimates
Need documents to have all the same options and functionality as estimates. We send estimates/proposals first and then if the homeowner approves, we send a separate contract which your system can only do as a document. This doesn't really make sense. We also have to embed the estimate into the document which looks awkward instead of being able to populate the same info that the estimate does like products and services etc. And, because of this we can't set the same automations or form settings on both. They should be interchangeable.
1 vote -
Next Year Condition
In the automation conditions, would be great to have something with Next Year. Ran into a snag with a text automation and needed that one.
1 vote
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