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.
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JP Robillard Robillard commented
Brandon Byrd,
You couldn't have said it better. It's a very frustrating process. This was first asked on November 28, 2017 and will be in effect on December 15, 2020.... that's a little over 3 whole years.... 3 entire years. I think the worst part is that you will never see an admin comment whether is a good or bad idea or in the works, anything, they just ignore it, so your question remains factual, "why even have a uservoice section if you are not paying any attention to it?".
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Brandon Byrd commented
JOBNIMBUS -This was suggested December 2017, marked as viewed July 2019, and now implemented Dec 2020 (notified us by email) with no updates from you on this platform. Why even have a uservoice section if you are not paying any attention to it? Surely you can afford to hire one person to sift through all of these daily. I officially apply for the position (part time) as I already go through and try to help as I can now for free!
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Dustin Dalton commented
Yes! Would be great to able to attach company documents and photos to emails out of JN.
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VALERIE HUBIN commented
PLEASE!!! give us the ability to access Company Documents when emailing from a job/contact
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Kevin Jardet commented
Please get thid function working! Was this not a selling feature of this software? The workaround for this is more admin hours for staff and sales reps.
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VALERIE HUBIN commented
We need this!! It makes no sense to store Company Documents in Nimbus if there is no access from your Job!
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Jessica commented
I agree with all the comments below especially Shelly,
"Please add this capability! I guess I don't see the point of having Company Documents in JN if you cannot access them to share with a contact/customer. What is this feature's purpose then?? "
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Cyril Keating commented
You gotta make this happen! What's the point of having Documents that can not be shared to Contacts/Jobs!
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JP Robillard commented
This feature needs to be part of each contact ASAP and visible as a tab on the phone app.
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Scott Calvillo commented
All it is now at the moment is cloud storage! Add this ASAP!!!
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Sally Thanks commented
Please add this capability! I guess I don't see the point of having Company Documents in JN if you cannot access them to share with a contact/customer. What is this feature's purpose then??
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John Sturgeon commented
Common documents need to be accessible for maximum productivity
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Wayne Shaw commented
This would be a great feature
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MICHAEL MCKENNA commented
This would be a helpful feature when sending estimates to include brochures and other legal docs, warranties, check lists... This is my first day getting acquainted and already I need this.
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Joshua Munoz commented
please add. If the goal is to keep people on the UI, companies should be able to email uploaded docs.
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Aegis Admin Anderson commented
We have many documents uploaded into Nimbus, but we are unable to drag & drop or access them from individual contacts or jobs. What is the point of having the files saved in Job Nimbus if we can't access them to attached to a file or email to a client/contact as needed??
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Andrew Broskie commented
I don't understand why this isn't available...we spend alot of time loading documents into the Corporate Documents folder and can't email them directly? This is a must have. Thank you.
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Glenn Christensen commented
This feature seems like a no brainer
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Anonymous commented
This would be a great feature to have. I have a document I email to our clients and it would be nice to not have to upload the document to each customers file.
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Julio Davila commented
Yes I agree this needs to be a feature that should be available. It would really help out our sales reps.