Communication
149 results found
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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 -
Setting To Automatically Attach Certain Attachment Types on Email Templates
When you create an email template, give the ability to automatically have the related job/contact attachment type attach to it without having to manually attach it once template created.
20 votes -
Internal Chat Feature
An internal chat feature for the team to use. A chat feature that can allow people to talk within the company that doesn't have to be tied directly to a job or contact. Even having the ability to create groups of people would also be nice as a way for teams within the company to discuss issues or updates in real-time. Imagine a sales team chat to help with sales objections or answering questions where seasoned sales people can aid new salespeople. Or a group for specific internal events or competitions.
19 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 -
Select any email contact from list
Please, please, please, give us the ability to select from all of our contacts when sending an email. It seems ridiculous to me that this isn't an option.
17 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 -
Form Field in Subject Line of Email Templates
While current email templates have form fields, which work very well, it would be nice if the subject line was also able to automatically generate when the template is used (and it use form fields)
16 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
15 votes -
Group Texting through Engage
we need the ability to group text through Engage instead of only one phone number.
15 votes -
Email Notifications within JobNimbus
JobNimbus is so great at handling emails to customers and their replies, that I'd love to bypass our own email service entirely. Going along with the ability to reply directly (as per another thread), it'd be great if there was a way to choose where you want to see emails.
One method might be that emails replied to and sent back to JN would show up like a task (or perhaps have their own Dashboard area) that could be customized (customer, job, subject, attachment icon, date/time, reply, assign (to another JN user) etc.
This could make managing the email funnel…
15 votes -
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.
14 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.
14 votes -
Cancel Sent E-mail
Ability to cancel a sent e-mail when it is in "Sending" status.
14 votes -
Email replies and email templates in Jobnimbus
Email replies with email templates erase the subject line in email. it would be nice if I had the option to retain the original subject line without having to copy paste this as i do now.
14 votes -
Ability to link Engage conversations to associated jobs.
Ability to link Engage conversations to associated jobs. Allowing search-ability as well.
13 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 -
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 -
Should not have to ask customers to hit "Reply All" on emails
My only ‘concern’ with this process is we have no control over making sure a customer hits ‘reply all’. I trust this is something that this is something that will change soon. It sounds like a significant area of opportunity.
12 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 -
Schedule Email Send Option
Since I tend to work late night on my JN accounts, it would be helpful for homeowners to receive an email first thing in the morning rather than midnight. If we had an option to delay the email to be sent, it would look more professional on our end.
11 votes
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