Communication
239 results found
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@mentions have a received or checked feature.
The ability to have a received feature on @mentions so those that tagged know when the tagged person has viewed the tag.
7 votes -
Internal Messaging/emailing system within system with employees
Having a messenger or email system to talk to our employees directly out in the field would be super helpful. We have several locations and this would be amazing. Sometimes they cannot get calls or texts but Jobnimbus works for them and getting a message to them or a mass one to all employee ( or those chosen) would change the game forus.
7 votes -
Edit History for Notes - Audit Trail
There should be a way to view the edit history of a note. If an edit is made to a note now, there is no way to view what the note used to contain.
7 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 -
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 -
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.
7 votes -
End-of-Day/Summary Report Email
I would like to have the option of receiving a summarized email of all the tasks my team performed with the results etc.
7 votesWe’ll definitely be doing this when we can! This is one thing we’ve wanted to do for a while. Thanks for submitting the idea!
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Send attachments in a text message
Include attachments (ie work orders) on a text message
6 votes -
Forwarding Emails
Would like to add more than one email to the forwarding setting
6 votes -
Notification flag displaying the number of unread messages on both the desktop and mobile app
A simple notification flag showing the number of unread messages would be extremely helpful to prevent @mentions and new notifications from being missed. Most apps that facilitate correspondence are using them. (Think imessage or the default email app icon that's on the home screen of your phone). Notification settings, such as banners and sounds, aren't sufficient for staying on top your correspondence. This flag should also live at the top of the page inside the desktop version.
Thank you for a great product!
6 votes -
Activity Notes and Email replies...
Please DISABLE function of replying direct from email in ACTIVITY NOTES... and force all to use the BLUE BUTTON called "VIEW NOTE" in the actual email itself...or please disable all the verbiage that populates in the notes section unnecessarily when someone chooses to reply in the email instead of doing this properly :-)
6 votes -
Drag an email into a Job
It would be great if you could drag an email into a job instead of having to forward it. IT takes awhile and we often make errors with writing in the job number etc.
6 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 -
Ability to Select Attachments From Related Contact/Job When Emailing
I want to be able to send my sub-contractor an email with an eagleview report from multiple other contacts that are my customers in JobNimbus as attachments. I can see the eagleviews under my sub-contractor's "Attachments", so long as "related" is checked, but when I try to send a note (note type: email) to my subcontractor and add the eagleviews by selecting "attachments" in the note options, I have nothing to chose from.
6 votes -
Combine emails
Is there a way we can combine multiple @emails to a number of people within our organization without having to create them separately? For example, @johndoe @janedoe @cindysample and make this group of people 1 @ like @Purchasing.
5 votes -
Text from Contact/Job Record
I want to be able to text from the contact or job without having to go back and forth between the Engage tab.
5 votes -
Send emails in bulk
Send emails in bulk. This would be great for our sales team/marketing team to utilize as a way to contact all contacts in a specific status.
5 votes -
Ability to for users to only see their email templates
Ability to have each employee see only their own email signature template as opposed to seeing everyones email templates.
5 votes -
Create a note section in Activities section
Place a section on top of the activities thread that would separate and prioritize notes themselves. Often notes get lost in the sea of communication/ emails thread. Seems it would be better to separate them as most that are important and made to notify. Also, could be helpful to allow notes to be prioritized by degree of importance through color code or some type of labeling.
5 votes
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