Ability to link Engage conversations to associated jobs.
Ability to link Engage conversations to associated jobs. Allowing search-ability as well.
This is a high priority level worthy request. For anyone using the Jobs portion of JobNimbus, this is critical for those who have separate Job entries for repeat annual service visits; customers who are property management companies; customers who have multiple rental properties, etc. Any recorded communication through Engage/text should be recorded under the Job it pertains to, and not lumped in under the Contact with all the other text conversations. A property management company may be the Contact, with several Jobs for different properties under it, which themselves could have a different sales rep/estimator/tech assigned to. So imagine 4 active Jobs with 3 different sales reps/estimators/techs/etc. working them, all texting at different times, same times, etc. There’s no way to keep it orderly if text communications from any/all Jobs are lumped/dumped under the Contact. Currently, it doesn’t look like there’s a way to know which Job the text conversation applies to.
Some customers have multiple jobs, so posting to the specific job would be helpful. Only posting in the contact activity log leads to just run on conversations with no reference to what job and no idea to what it is referring. I currently have a customer who is also a sub-contractor, so his contractor conversations are showing up along next to his job conversations. It's a mess.
Nickie Bruner commented
I just posted the same thing on another feedback ,this is important for follow up later. It does not link nor do other see what is going on with the job