Communication
202 results found
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show full title on engage text messages.
When on the desktop i can not see the complete tittle. On the mobile app i can premake text options and select the proper one but on the desktop i can not see the complete title.
2 votes -
It would be nice if there was a way to block spammers on Engage.
It would be nice if there was a way to block spam texters on Engage.
2 votes -
Engage Reports
I want to pull a report on Engage user data
2 votes -
Customized Tabs
We'd like to be able to have 1 or more customized tabs with predetermined filters for activity.
Also- if you could reset the default number of items to display on a single page- that would be nice too.2 votes -
Engage Display Names
The ability to have multiple contacts with the same phone number and have Engage pull from the last contact created as the display name used.
2 votes -
Accessing Photos Related
The photo sharing features need improvement. When a customer sends us photos via JN email, even from within the job, i cannot always attach them to the estimate. I think all photos related should be accessible in the photos tab, in estimate attachments, and everywhere else a photo is used, even if it's to the contact or another job by the same contact. Please help! This is taking so much extra time to download and re-upload every photo!
2 votes -
Allow an automation to add new assignees in a workflow
I'd like to add assignees to a job when the job is accepted, so they can view work orders and material orders. I'd like this to be an automation so I don't have to continually run reports or manually add new assignees every time a job is accepted.
2 votes -
Conversations with contacts
When I have multiple contacts with the same phone number I would like to be able to change the related contact. It always relates to the first contact, but I need to have it related to the contact that was most recently created.
2 votes -
Engage Sound Notifications
Logo would like to be able to set the sound notification for Engage texts to a different sound than the rest of his notifications.
2 votes -
2 votes
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When manually adding email to job it would be hanly to be able to link in to specific conact
When we add email manually to a job we use not type “email from client” or “email from contact”. It would be handy to be able to use not type “email from” and then be able to choose a specific contact so when we look for certain email in future we can search from specific emails with contact not thru all emails received in that job
2 votes -
Assign user to all contacts and jobs automatically
As the master user, I'd like to be automatically assigned to all contacts and jobs. This would help customer's correspondence from going unseen and prevent communication gaps when a sales person leaves the company.
1 vote -
"Add related contact to all notifications" and "Add related contact to all emails" option
Some customers want their roommate/spouse/partner added to all communications related to their job. However, there is no way to add the related contact to all automated emails and notifications. There should be an option, when creating a related contact, to add them to all emails and/or notifications associated with that job.
1 vote -
Add Insertable Template Fields for URLs for Customer and Job
In email and text templates, the ability to insert template fields for customer and job URLs would be nice for sending internal communications to team members, so they can simply click the link to go straight to the job or customer from either their desktop or mobile app. This would save us time and make us rockstars
1 vote -
Estimating
I have used so many different estimating systems over the years, but this is the first one that has made me decide to go back to excel for writing estimates
1 vote -
Slack Integration
Would be helpful to add a slack integration to the platform to communicate within our organization. Other CRMs have integrations like this such as SalesForce and LeanData
1 vote -
Ability toDelete Emails in Activity on New Jobs Experience
Bring back the ability to delete emails from the activity feed.
1 vote -
AI agent for followup messaging
I would love an AI agent built in or as a plug-in that follows an email or text thread with each of your customers, sees and reviews any new messages from the customer, drafts a suggested response from you, saves it as a draft, and sends you a pop up notification for you to review, edit, or approve the suggested response, and send it from the pop-up.
1 vote -
Stop auto-logging signature info in photos
The app is currently grabbing the *.jpgs from inbound email signatures, and possibly outbound, and including them in photos, which then destroys the photo record with all the junk.
1 vote -
Send estimate link via text
Send SumoQuote Estimate links via email to customers!
1 vote
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