Communication
24 results found
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Make a Payment Button in Body of Email
I would like to have the 'make a payment' button that appears on the invoice when using JobNimbus Payments to also appear in the body of the email.
4 votes -
Ability to type personal message when emailing invoices
When we email an invoice through jobnimbus and the box pops up it does not give us the ability to type a personal message and send it. It only gives us the option to use a template email. Our team would like the ability to type a small personal message per customer.
29 votes -
@mentions for Groups
Extend the @mentions notifications capability to include or apply to Groups. https://knowledge-transfer-llc.com/jobnimbus-feature-requests/
29 votes -
Out of Office auto email reply through JobNimbus
Hi, it would be great to be able to set an "Out of Office" auto email reply from JobNimbus. We set it on our gmail accounts for example, but if someone responds via JN they are not alerted that our sales person is out of town.
Thank you!
27 votes -
a company message board - messaging system
We'd love to have a communal board for all of our team where we could post company-wide or sub-group messages and notifications.
Integrate a Slack-like feature.
16 votes -
Status of sent estimate emails (i.e. Opened..)
Automation emails show if an email has been opened like so:
"Status: Opened"
Can this tracking feature be add to all emails sent though JobNimbus? Importantly, the sent estimate templates? This would be very helpful.
Thank you!
13 votes -
Replies to automated emails
When someone replies to an automated email the reply is just added to the customer/job from which the automation initiated.
It would be great if the replay was also sent as an actual email to preferable the Sales Rep or Admin.
9 votes -
Improved Share / Client Portal
Hey team,
What I'm about to show you is top secret information. :) Thank me later.
JN is not the only CRM out there. But, I cancelled my other CRM because I love the simplicity of JN. Nevertheless, JN NEEDS to give the ability for us contractors to put a LOGIN section on our website to allow customers to login and view certain details about their projects.
When customers login to their client portal, this should be the first thing they see --> https://www.screencast.com/t/b89Gqn8cuOty or see attached image. I should get an award medal for this sh*t! :)
82 votesThis is a great example, thank you for sharing! We have many of these same ideas for improving our existing share feature and are working towards that.
Thank you so much for sticking with us and for providing these great suggestions. I’ll be sure the dev team gets this info and can work towards making it happen!
And we’ll see what we can do about getting you that award ????!
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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 -
Removing "Re: [JobNimbus]" from every reply through Gmail
Every time a contact replies & our users reply back using Gmail (which is where we reply from, not in JobNimbus) it adds a new "Re:[JobNimbus]" for each reply, totaling up on a subject line making it visually unappealing/confusing to customers.
If no plans for an Gmail integration in future, we would like to at least see this feature of lengthening the subject line removed please
16 votes -
Email recipients should include "Assigned To"
When emailing a work order, I should be able to select whoever the order is assigned to from the recipient list.
3 votes -
the ability to add attachments from the contact to e-mail templates
I'd like the ability to automatically add attachments from my contacts to the e-mails that I automate to go out to different people.
4 votes -
Ability to Access Company Documents On Contacts/Jobs & When Emailing
At present, we can create an email and attach photos or documents, but when we need a Company document we have to upload it each time to each Contact/Job that needs this form also. If Company documents selection were enabled, it would be great.
80 votes -
People Picker in "Other Contacts" Field When Sending Email
Make the other contacts field a lookup field so we can email team members easily.
22 votes -
Form Field in Subject Line of Email Templates
While current email templates have form fields, which work very well, it would be nice if the subject line was also able to automatically generate when the template is used (and it use form fields)
16 votes -
Setting To Automatically Attach Certain Attachment Types on Email Templates
When you create an email template, give the ability to automatically have the related job/contact attachment type attach to it without having to manually attach it once template created.
18 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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Subcontractors Option When Sending Email
I think a great when creating a note-email to have the option to choose the subcontractors for each Job to send an email
22 votes -
Email Integration Chrome/Gmail/Outlook - Email from Own Domain
Email integration through an extension in Chrome/Gmail to allow emails to easily be attached to a contact by searching for the contact by name through means of a drop down menu button within the external email browser.
This would eliminate the need to forward emails by means of subject line editing and forwarding to the JN email. Our customer have expressed that are confused as to who the email is coming from when a few of our personnel are replying through JN--as these replies us the same JN email, not our individual email addresses.
122 votes -
Email Notifications within JobNimbus
JobNimbus is so great at handling emails to customers and their replies, that I'd love to bypass our own email service entirely. Going along with the ability to reply directly (as per another thread), it'd be great if there was a way to choose where you want to see emails.
One method might be that emails replied to and sent back to JN would show up like a task (or perhaps have their own Dashboard area) that could be customized (customer, job, subject, attachment icon, date/time, reply, assign (to another JN user) etc.
This could make managing the email funnel…
13 votes
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