Communication
173 results found
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Recall sent email messages
Recall email messages that were sent by accident
5 votes -
Change font when sending email
When copy and paste to an email, it does not match the style that is set in the Template, even in the slightest way, the email looks not professional.
5 votes -
Notification - task reminders
If an appointment is completed, remind the assigned rep to fill out a note on the job if it hasn't been done already
5 votes -
Preview Attachment details before sending of email
When I send an email through the Activity main page and add an attachment, I would like to click on the attachment to verify the details. This would be very beneficial and provide some peace of mind.
5 votes -
Newsletter Feature in JobNimbus
We would like to make a monthly newsletter through JobNimbus that sends to all our contacts. There are a lot of CRMs that have this capability and we think it's something that would add value, not just to our company, but to JobNimbus as a whole.
5 votes -
Text and Call communication
Would help to have the app and your contacts on your phone integrated so if you received a call or a text from a homeowner and they were in JobNimbus as a contact, it would record that in activity. Also you can only see the first initial text that you send and not the whole correspondence. That would be helpful for the office staff to see all of the communication.
5 votes -
Email Activity
I think any email coming in or out needs to show up in the activity feed. Currently, there is no notification in the activity feed when I send out a material order. The notification for a signed document seems to be hit or miss as well.
5 votes -
Keep Insert Template Field open when clicked
If the Insert Template Field menu would stay open when clicked and close either by clicking the button again, making a selection, or clicking outside of the menu. If the menu would scroll independently so all items can be shown in a smaller space should help with the menus containing a large list.
5 votes -
Ability to make email templates private/restricted
The ability to make email templates private to each individual user.
5 votes -
When scheduling a sub, it should not be an automatic email.
When you assign a sub to a job, they get an email but sometimes it could be useful to be able to add notes to the body of an email.
5 votes -
Pinned note that stays at the top of the "Activity" section
Pinned note that stays at the top of the "Activity" section for the sole purpose of a important message for everyone to be aware of that note and avoid additional calls, text or emails from multiple people
4 votes -
the ability to add multiple emails for sending notifications to customers, builders, roofers that a job is scheduled.
Currently you can only add one email to a contact. I need the ability to add multiple emails to notify more than one person. For example the roofing salesman and the job foreman.
4 votes -
Print Emails
I would like to be able to print emails. Currently, I can print the job, but the longer emails are truncated. I need the print out to show the full email correspondences.
4 votes -
Quick Reply Button
a quick reply function for emails in the notification center (notes too)
4 votes -
Subcontractor text notifications
a feature to when I tag a subcontractor that it will send a text instead of an email
4 votes -
Text Signatures
I would like to be able to add a signature to my texts within Engage so a customer can easily tell which person is replying to their texts.
4 votes -
See Attachments in Email Thread
When a customer replies to an email that contains an attachment, there isn't an easy way to see what the attachment was in the original email other than to go find the original email. There should be a way to see the attachment name in the email they replied to, but it changes the attachment name to a random string of numbers.
4 votes -
Reply to @mentions via email
Add the ability to reply to @mentions by replying to the @mentions email notification instead of having to go into JobNimbus to do so.
4 votes -
Contact and Job info included in @mention notifications
I would like Contact and Job information included in email notifications that go out when I am tagged in a note
4 votes -
Company Announcements
Something the managing team can do, but create a company-wide announcement that will not only be emailed to the recipients but also show up in some type of banner at the top when logged in until closing it out. Would help to bring awareness to upcoming company events, shout outs to outstanding performance or company wins, happy birthdays. Or bring attention to other important team events. It can help to really bring the team together.
4 votes
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