Communication
239 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 -
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"
29 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…
2 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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When creating an email template I would like to add attachments that automatically attach to every email for that template
When creating an email template I would like to add attachments that automatically attach to every email for that template
2 votes -
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 -
Longer Names displayed on Text Templates
Longer Names displayed on Text Templates
The names are so short that we are stuck trying to create naming conventions that confuse our team. Need an option to have the full name of the Text Template visible or able to expand to view.
1 vote -
The ability to add the job number in the subject line.
The ability to add the job number in the subject line.
2 votes -
I would like the ability to name budgets.
I would like the ability to add a name to each budget. This will help us tremendously as sometimes we have multiple budgets for each job.
1 vote -
Cancel/voice Stamp on invoices
Would like to see the cancel/void stamp on invoices, just how the PAID stamp shows on invoices as of now.
1 vote -
Automation Search Bar
A search bar that allows the user to search for specific automations they have created. Our automation list is growing quickly. Although I have created an automation naming key, it is still very time consuming to search for the specific automation I need to work on.
1 vote -
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 -
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 -
Automated After Hours Text
I would like to be able to have an automated text sent if someone texts us outside of our work hours.
1 vote -
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 -
Ability to get personal alerts when someone responds in engage
Ability to get personal email alerts when someone responds in engage
1 vote
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