Communication
88 results found
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People Picker in "Other Contacts" Field When Sending Email
Make the other contacts field a lookup field so we can email team members easily.
23 votes -
Setting To Automatically Attach Certain Attachment Types on Email Templates
When you create an email template, give the ability to automatically have the related job/contact attachment type attach to it without having to manually attach it once template created.
22 votes -
Form Field in Subject Line of Email Templates
While current email templates have form fields, which work very well, it would be nice if the subject line was also able to automatically generate when the template is used (and it use form fields)
16 votes -
Subcontractors Option When Sending Email
I think a great when creating a note-email to have the option to choose the subcontractors for each Job to send an email
31 votes -
Email Integration Chrome/Gmail/Outlook - Email from Own Domain
Email integration through an extension in Chrome/Gmail to allow emails to easily be attached to a contact by searching for the contact by name through means of a drop down menu button within the external email browser.
This would eliminate the need to forward emails by means of subject line editing and forwarding to the JN email. Our customer have expressed that are confused as to who the email is coming from when a few of our personnel are replying through JN--as these replies us the same JN email, not our individual email addresses.
203 votes -
End-of-Day/Summary Report Email
I would like to have the option of receiving a summarized email of all the tasks my team performed with the results etc.
7 votesWe’ll definitely be doing this when we can! This is one thing we’ve wanted to do for a while. Thanks for submitting the idea!
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Email Notifications within JobNimbus
JobNimbus is so great at handling emails to customers and their replies, that I'd love to bypass our own email service entirely. Going along with the ability to reply directly (as per another thread), it'd be great if there was a way to choose where you want to see emails.
One method might be that emails replied to and sent back to JN would show up like a task (or perhaps have their own Dashboard area) that could be customized (customer, job, subject, attachment icon, date/time, reply, assign (to another JN user) etc.
This could make managing the email funnel…
18 votes -
Email Signatures
This should be as easy as taking the contact information from the user and dropping HTML code to pull that info from the database. The user would have a checkbox option to include signature, which would be selected by default.
141 votesYou can use Email Templates to add signatures for each user when sending emails from either the Add Note feature or when sending automated emails.
Direct email signatures per user from their profile is still on our development list but this is a great workaround in the meantime.
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