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JobNimbus Feedback

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Communication

42 results found

  1. Attachments not attached when you forward an email

    When you hit forward to other sender, attachment aren't being attach. Will be nice mostly to keep all thread in the same line.

    1 vote

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  2. Email report

    We need a report that pulls only email addresses. And also the ability to mass email.

    1 vote

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  3. Download All Emails Per Job

    I want to be able to download all emails under a specific job.

    1 vote

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  4. Date & Time Stamp on Emails

    When you forward emails with outlook or Gmail, the date stamp shows the date and time each transaction was sent. The emails through this system only send the text. I'd like the date/time to show along with the content

    1 vote

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  5. Recall or "Void" quotes or estimates

    it would be very nice to have the option to "recall" or "void" estimates so my customers can't see old quotes or quotes I've sent on accident.

    2 votes

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  6. Deep links in emails

    Would like to include deep links to a record in JN that is tied to a template field (ie Contact name)

    2 votes

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  7. Custom Email Activity Report

    Custom Email Activity Reports, Similar to an activity report, but only showing email activity, which could then be further sorted and organized. Specifically one that can be organized by who is assigned to the contact.

    1 vote

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  8. 1 vote

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  9. More email routing customization options or settings.

    Have setting to customize subject tracking to job numbers only. Would be helpful if we have several property mangers over different contacts with jobs.

    1 vote

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  10. Saved Contact List For Emails

    Would like to be able to have commonly used emails pop up when they send an email, or be able to create a list of commonly used emails that will pop up

    1 vote

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  11. Copy/Paste function for contacts in emails to link to reviews

    On email templates, we would like to have a feature where we can add a box for people to fill out a review, then we would like to allow the text in that box to auto-populate the review when they click on the review links.

    1 vote

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  12. Template field for person sending email

    option exists for sales rep, or assignees, but would like option for person sending the email as well.

    1 vote

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  13. Email Open tracker to help target active potential customers

    You have email tracking (which I enjoy seeing who is hot) and It populates who has opened what emails and how many times. I would love a section or tab where we could see a cumulative list of opens and by who so we could contact people while they are very active. I think this would improve targeting our efforts incredibly. I would know who to call, when they are typically opening the emails so I would know what time of day or night to call. Is this something that is feasible?

    1 vote

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  14. Email hyperlink for team member to jump to specific contact page

    When sending an email to our team members, allow a hyperlink to immediately send the team member to the specific contacts page in JobNimbus.

    1 vote

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  15. Reply restriction to automated emails

    Add a feature that does not allow reply's to an automated email.

    1 vote

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  16. Able to send Subcontractor emails via Automations

    Would like to see Subcontractors added as possible recipients for emails. We would like to be able to send them reminders of their assigned Tasks or Start Dates on Work Orders.

    8 votes

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  17. Delete Saved Documents

    Ability to delete saved documents, right now you can not delete any saved documents.

    1 vote

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  18. Formatting options for tasks, notes & emails

    I'd like to be able to format the text on any task, note or email - the same way they let you do this in templates settings.

    Why can't I edit font sizes in an email? Or worse, when I need to edit text from a template, my new font is default and the template might be different, and then I can't fix it within the platform...

    I'd also like to be able to do this in the notes + add a hyperlink in notes. I might want to link a google drive or the Zoom meeting link, and the…

    1 vote

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  19. Deeplink in synced outlook email

    Add a deep link to the e-mail responses we get in outlook about a Job (from client etc.) so that we can click on that link and go straight to that job in JobNimbus

    1 vote

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  20. Enable notifications for customers when a split payment payment due date is approaching

    The ability to turn on a customer notification when a split payment is created so we can notify them when that due date is approaching if it hasn't been paid.

    1 vote

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