Communication
197 results found
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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 -
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 -
Modify Estimate Sent Notification Email to Sales Rep
Estimate notification emails are currently indistinguishable between a signing request and the alert that it's been sent. It would be helpful if it was different enough that the Sales Rep or sender of the estimate don't attempt to sign it accidentally
1 vote -
Send estimate link via text
Send SumoQuote Estimate links via email to customers!
1 vote -
Assign Multiple Job Types with Assist AI
Some sales reps only sell certain jobs so we would like to have more sophisticated scheduling
1 vote -
Option to Choose Caller ID for Calls and Texts in Engage
Clients see different numbers when receiving calls vs. texts through Engage. He requests the ability to:
Use either the user’s personal number or an alternate number for both calls and texts.
Optionally select per-client whether to use a personal or masked number.
This would improve consistency for clients and provide users control over their caller ID while maintaining privacy when needed.
Tags: Engage, Mobile, Caller ID, Communication, iOS1 vote -
Ability to See Everyone's Feed
As admins I feel like we should be able to see everyone's feed. For example, small or detailed excerpts when a sales person moved a job, created a job, sent an email. Also, if they left a note. Things like these should be visible to us admins on the Feeds tab.
1 vote -
Ability to Search Documents when Attaching to Emails
A search function when attaching documents to emails would be helpful
1 vote -
AI Texting
I want to be able to have most of my texts responded to by AI
1 vote
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