Communication
42 results found
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Control the spacing on emails between platforms (From JobNimbus to Gmail, etc.)
The ability to be able to have consistency with the way an email looks in JobNimbus and what is sent out to the customer on Gmail.
3 votesMerged with other ideas, fixed, or declined.
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Same email for multiple accounts
I have team members that have multiple JobNimbus accounts. We would like to be able to use their same email addresses for each one. Right now, you have to create a different email for each account. It would be nice to have one set email.
2 votesEmail is how our system recognized unique users. Changing this would be a very large project. For now, you can ad a +1 to an email to use the same inbox, but have different logins. For example, bob@company.com and bob+1@company.com
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Automated Material Order Emailing
The ability to add a material order to an email template like an estimate or have it send a material order as an action in an automation
2 votesMerged with other ideas, fixed, or declined.
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Email Audit
Not sure what happened but we used to not only be able to see the status of an email sent but also the time stamp and person who opened the email. Many times an email gets sent to multiple contacts and it was great to be able to see who actually had viewed it. Now it's just a time stamp and status.
1 voteMerged with other ideas, fixed, or declined.
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Subject Line Optional
Be able to make the subject line optional instead of a requirement.
2 votesMerged with other ideas, fixed, or declined.
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Date and time formatting
We send out a confirmation email for our site visit. Currently the date field is populated as 2021/05/17, we would like it to be sent as Monday, May 17, 2021.
There is no time field, so I have to send it as a decimal ex: 1.30, I would like a proper time field that shows up as 1:30pm.
Right now our email looks like : Your site visit is confirmed for 2021/05/017 at 1.30.
I would like this email to look like : Your site visit is confirmed for Monday, May 17th at 1:30pm.
Thank you for your help!
2 votesMerged with other ideas, fixed, or declined.
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SETTINGS OPTION: AUTO BCC EMAIL SENDER, AUTO BCC HIGH LEVEL ADMIN, REPLY ALL BY DEFAULT
Option to have the sent emails to have the sender bcc by default.
Option to have a high-level admin to be in bcc in emails
Option for a high-level admin to receive ALL email responses to avoid communication falls through gap
2 votesMerged with other ideas, fixed, or declined.
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Automation For Unread Email
If an email is not seen, clicked or opened we would receive an email letting us know.
1 voteMerged with other ideas, fixed, or declined.
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Access list of contacts when sending email
The new format, makes you put in the email address in, and then you have to add new. Also the subject line erases if you use/add a template. It did not improve the ease of use. If it could access a list of contacts saved would be helpful.
3 votesMerged with other ideas, fixed, or declined.
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More Email Styling options
I'd like to have a lot more styling options in the emails.
Bullets,
-Custom email signatures for each employee,
-Font sizes
-Attach directly in email (rather than having to upload every single thing to the customer's file first)
--OR be able to upload company docs that can be attached to any customer file (catalogs, brochures, etc)2 votesMerged with other ideas, fixed, or declined.
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We have been noticing some emails are not syncing properly with JobNimbus vs. Gmail
We have been noticing some emails are not syncing properly with our Gmail accounts. In some cases the emails are only coming to our JobNimbus gmail notificaitons but are not showing in the client chart. We have also noticed several instances where our emails will stack in gmail and cause us to miss or again not sync with the client file in JobNimbus. I wanted to see if this is something that has been seen in other instances as well.
3 votesMerged with other ideas, fixed, or declined.
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Limited view of email on mobile app
When viewing a longer email, it doesn't allow you to see the whole thing on the mobile app. Can we make this limit either a) go away or b) larger than it currently is.
2 votesMerged with other ideas, fixed, or declined.
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Attached Documents on Emails in Order
It would be beneficial if the order we attach documents in emails as was the way that they were sent.
1 voteMerged with other ideas, fixed, or declined.
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ability to automate emails to vendors
it would be great to be able to automate emails to vendors so when we move to a certain area in our job workflow it will tell them we are ready for delivery or any other information we need to relay.
2 votesMerged with other ideas, fixed, or declined.
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Custom Fonts
Would like the ability to use custom fonts in emails sent from JobNimbus account.
3 votesMerged with other ideas, fixed, or declined.
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Email recipients should include "Assigned To"
When emailing a work order, I should be able to select whoever the order is assigned to from the recipient list.
3 votesMerged with other ideas, fixed, or declined.
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the ability to add attachments from the contact to e-mail templates
I'd like the ability to automatically add attachments from my contacts to the e-mails that I automate to go out to different people.
4 votesMerged with other ideas, fixed, or declined.
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Creating a list for monthly emails
Would it be possible to add a feature to create a list of emails to send to monthly for updates
1 vote -
Ability to Select Attachments From Related Contact/Job When Emailing
I want to be able to send my sub-contractor an email with an eagleview report from multiple other contacts that are my customers in JobNimbus as attachments. I can see the eagleviews under my sub-contractor's "Attachments", so long as "related" is checked, but when I try to send a note (note type: email) to my subcontractor and add the eagleviews by selecting "attachments" in the note options, I have nothing to chose from.
6 votesClosing out due to age of request, that it was fixed, or that it won't be implemented. Cleaning up our votes to make sure we are focusing on the greatest impact.
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Allow comments/replies on the notes, include @mention
allow comments on the notes with the ability to tag a person in the organization
4 votesNot enough community interest.
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