Communication
183 results found
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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 -
Desktop push notifications
I love how the new app shows push notifications "Jim has mentioned you on Client's file"
Can we get that feature within desktop as well? The current activity tab shows what changes I have made to files and that is useless to me. I need to know what is being asked of me from others at a quick glance.4 votes -
Email template fields options
In the email template fields in settings, when we want to add a material date and a task date directly from a job we have to create custom job fields. We would like the option to select 'Most Recent Material Order' from the jobs portion of the drop down, as well as 'Most Recent Task' from the job drop down.
4 votes -
Change the time when Email Reminders get sent out
Every morning we get an email reminder about our JN tasks. We get this email at 4am every day. There should be a way to change this time to at least 7am.
4 votes -
Add Hyperlink to Templates
Add hyperlink to an email template that can direct you to the Job.
4 votes -
HTML emailing
Customer requested to have HTML capabilities at some point for emailing within JobNimbus
4 votes -
Email - forwarding and replying
Please display the associated emails within the contact when replying or forwarding an email. Currently, you have to type every email address in ...instead of the drop down box displaying with the contact and company email addresses.
4 votes -
When using email templates do not have them delete the existing text written.
When responding to an email, we will select under “Insert Template” our individual template that will insert our Signature. When we do this, it deletes the subject line. If we have already typed something in the body and then go to insert our signature, it will delete the entire body that we typed up.
4 votes -
chat portal
I think I have an Idea that will ***** the code to usher in trillions of dollars a year. Jobnimbus should develop a client based app for contacts (clients) to download on their phones/ & or an online portal to sign into, that will allow clients to communicate to personnel directly into their "contact". This chat feature should be accessed in the activity, documents, financials etc. bar. This will allow companies to properly document communications and manage promptness of communications. I know, its brilliant. Thanks in advance
4 votes -
Red alert dot notification on job boards or in contact boards.
Instead of getting 100 emails on notifications you can use this option to alert the single job or contact board with a red or whatever color you choose, that there is a note- message -email or whatever needs your attention that you need to look at.
4 votes -
emails
Allow for multiple emails to be added to the file. We have customers that want us to send coorispondance to more than one person
3 votes -
CC all assigned reps on all emails
Need a feature to be able to have all assigned reps CC'd on all emails coming into file. In situations where our invoicing department sends an invoice and the customer responds directly to the invoice email, it will only go to the invoicing department and not to the project manager assigned.
3 votes -
Show Email status for the estimates
Show the email status for the estimates that are sent out so you can tell if a customer has received and opened them. You can see it on the other emails just not with the estimates.
3 votes -
Add Email Tokens/Template Fields
Add the ability for:
- "Sender Image"
- Assignee Information
3 votes -
Show Email Templates within the App
Being able to use premade templates within the app would be extremely helpful
3 votes -
3 votes
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A red banner on jobs that have urgent instructions or special cases
a banner that can be turned on with a message if there is an urgent piece of information or a last minute change to the job.
Example: we had a roof that was only supposed to be started if it could be finished by today. it was started late because someone was not aware and now the customer who did not want their house under construction when they had visitors will now host company with their roof torn off.
Bonus if there would also be a ping or maybe a board that listed all those in prgess jobs with urgent…
3 votes -
Voice to text
It would really help us be more efficient.
3 votes -
Engage - Show the assigned person in the dropdown of Engage texting numbers
If an Engage phone number is assigned to a designated user, I would like to see that user next to their number. If I'm initiating a conversation as "X" salesman, I'd like to be able to select his number to initiate it so that is the number that will later be used for automated Texts that come from "X".
I have to keep a piece of paper at my desk right now but that doesn't help when I'm contacting a new prospect from my phone in the field or at home.
If I don't select the correct phone number, then…3 votes
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