42 results found

1. Private Attachment on Emails

   I'm looking to have the "Private Attachment" available when creating a Document, as well as when I send an email. The reason is to have this private from our employees that have limited access.

   We create our contracts in a document which has the estimate embedded in there, so we don't want this showing up in the activity stream and attachments for them to see the prices.

   We also then send our emails from inside JobNimbus and have the estimates, or contracts attached to the email. then it shows up on the activity stream for the contact and they can just click on it and see the prices in a second spot.

   So if you add the "Private Attachment" for Documents, Email, Notes, etc., we'd be able to hide this from our employees.

   Thanks!

   I'm looking to have the "Private Attachment" available when creating a Document, as well as when I send an email. The reason is to have this private from our employees that have limited access.

   We create our contracts in a document which has the estimate embedded in there, so we don't want this showing up in the activity stream and attachments for them to see the prices.

   We also then send our emails from inside JobNimbus and have the estimates, or contracts attached to the email. then it shows up on the activity stream for the contact and they can… more

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   0 comments  ·  Email  ·  Delete…  ·  Admin →
   Declined  ·  AdminJobNimbus (Product Manager, JobNimbus) responded

   Not enough community interest.

2. Question

   I have two gmail accounts and when I click a contacts email address on the contact info page, it sends me to my other gmail account. How do I keep this from happening?

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   0 comments  ·  Email  ·  Delete…  ·  Admin →
   Declined  ·  AdminJobNimbus (Product Manager, JobNimbus) responded

   Hey there! This area is for feedback and suggestions on the app, not for general support questions. You should direct those to support@jobnimbus.com in the future for a faster and more complete response.

   Further, we can’t provide support for other products, including Gmail, and this is a Google account issue.

   The reason this is happening is because that other account is set as your default Google account. In order to fix this, you need to sign out of each of your Google accounts on that browser, then sign into the one you want as your default first, and then the rest of your accounts after that. This will change the default.