Communication
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Improved Share / Client Portal
Hey team,
What I'm about to show you is top secret information. :) Thank me later.
JN is not the only CRM out there. But, I cancelled my other CRM because I love the simplicity of JN. Nevertheless, JN NEEDS to give the ability for us contractors to put a LOGIN section on our website to allow customers to login and view certain details about their projects.
When customers login to their client portal, this should be the first thing they see --> https://www.screencast.com/t/b89Gqn8cuOty or see attached image. I should get an award medal for this sh*t! :)
52 votesThis is a great example, thank you for sharing! We have many of these same ideas for improving our existing share feature and are working towards that.
Thank you so much for sticking with us and for providing these great suggestions. I’ll be sure the dev team gets this info and can work towards making it happen!
And we’ll see what we can do about getting you that award ????!
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Subject Line in Share Link
Add a Subject Line field at the Share popup Menu box to enable Team members to include critical Share related subject line information.
https://knowledge-transfer-llc.com/jobnimbus-feature-requests/1 vote -
Attachment Type selector on the "Share" page
When sharing a job file with the customer they get to see our public notes and attachments. HOWEVER, like most restoration contractors there are several hundred photos attached. Digging through those photos to find documents is time consuming and frustrating. Can you add a drop down for file types like there is for the log-in users? Photos, documents, estimates, etc.
3 votes
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