Communication
149 results found
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Add activity when call is placed from RingCentral on Desktop
Please carry over the feature within the Mobile App to the Desktop version of JN that automatically leaves a timestamp of the call with an option of leaving a note.
See upload file for Mobile example.
9 votes -
Custom Phone Number Fields (Adjuster Phone Number) added in Phone Numbers in Native Field options
I know we all hate going through estimates to find adjusters phone numbers, I like to add the adjuster phone number in the custom field but in the current configuration there are several problems.
1: You need to use "text" option because you can't use number option especially if there's an extension, and then I needed to update this in my custom field and i deleted the field all together
2: If you add a phone number under the number or txt field type you can't click and call it like on the native field
How can I edit native…
3 votes -
Change the email sender from "JobNimbus" to Company Name
It would be nice if the "sender" of the emails showed up as the logo information instead of "JobNimbus"
30 votes -
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.
8 votes -
3 votes
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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.
1 vote -
Email reply & sent is confusing and on same line.
The email received and the reply is on the same line instead of being separate for a line or other. It's really complicated for recipient and sender to follow the thread. I
3 votes -
The ability to add the job number in the subject line.
The ability to add the job number in the subject line.
2 votes -
Hyper Link to Job/Contact Records in Emails
all emails contain a link to take you to the referenced job or contact. This seems like a huge oversight that its not already a feature
3 votes -
Quick Reply Button
a quick reply function for emails in the notification center (notes too)
2 votes -
Change Who Automations Show the Email Being Sent From
Emails sent via Automation show the company name as the sender before opening the email. Would like to be able to change who it shows as being from based on the automation or the email template.
2 votes -
Customize signature request emails
I would like to have email templates (that I have created) to choose from when using the Add Signers feature.
8 votes -
Forward phone calls to the Assigned person's number
Right now, phone calls can only forward to a single number. I'd love to have the option for phone calls to be forwarded to the current user assigned to the conversation.
Our goal with engage was to consolidate all communications with customers to one place. However, passing all call-backs straight to the office at all times has been frustrating for our sales representatives in trying to close a deal. If I could choose to forward calls to the assigned user, this would really help to streamline communications.
14 votes -
Include attachments when emailing invoice
When emailing an invoice, I would like to be able to include attachments in the email.
3 votes -
Text Signatures
I would like to be able to add a signature to my texts within Engage so a customer can easily tell which person is replying to their texts.
3 votes -
Print Emails
I would like to be able to print emails. Currently, I can print the job, but the longer emails are truncated. I need the print out to show the full email correspondences.
2 votes -
Include Subcontractors as Option When Sending Email
Can JN include job-assigned subcontractors as job contacts and make them appear in the email selection when sending an email?
2 votes -
Sync Sent Emails w/ Gmail
I would like to have it so that every email I send within JobNimbus also syncs to my Gmail so that I easily have proof that I can send to my client's again later on that an email was sent. Customer's recognize Gmail better than the JobNimbus email so they are less likely to think I doctored the initial email if they see it forwarded to them from Gmail.
If I can't have it auto sync to my Gmail as well, I would like to have an option to have each email we send automatically CC an email address that…
2 votes -
Subcontractor text notifications
a feature to when I tag a subcontractor that it will send a text instead of an email
2 votes -
Customer communication inbox
JobNimbus should have a notification Center per user like a inbox that lets us know we have had incoming emails, communication or responses from any clients or internal notes/ mentions. We Should not have to go into customer each individual to check for email or communication.
73 votes
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