Text from Contact/Job Record
I want to be able to text from the contact or job without having to go back and forth between the Engage tab.
AdminAdam Keys
(Director of Product, JobNimbus)
shared this idea
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Kelsey Underwood
commented
This is an extremely necessary change, we need to see all the communication in the single location under the contact/job. Having it separated is a pain point.
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PJ Johns
commented
This would be great!
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Justin Bookman
commented
It would be awesome if you could quickly see the text conversation natively in the Contact or Job (both preferably) without leaving the Job. Sending messages is still fine going to Engage but for our users that are not "Assigned" the conversation, it's very difficult to navigate to the Engage thread. Even just adding Search for Job Name or Customer Name would help.
You can currently view outgoing Automated Texts in the Activity Feed using the Activity Drop Down menu to "Text Messages" but that does not include any manual sent/received texts.
Potential solution? Duplicate the incoming/outgoing texts into the Activity Feed. Alternatively, create a separate Tab (Documents, Photos, Financials area).
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Nickie Bruner
commented
I would like to text through the customers job/contact and not have to go back and forth to the engage tab. I would like that info to stay with the customer info.