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JobNimbus Feedback

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Communication

237 results found

  1. Enhance Podium - 2 way sync

    Allow for a 2 way sync pulling in conversation data fro podium into JN contacts

    2 votes

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    0 comments  ·  Text  ·  Admin →
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  2. Multiple email addresses in the main email field?

    Sort of related to having more than one active email field...but I just came across this while integrating with QuickBooks.
    We have several clients for which we have 2 email addresses in the field (separated by a comma), and when we email their invoices to them, it goes to both emails automatically.

    When updating a contact record that had 2 emails from QuickBooks, I had to remove an email address to be able to save it because it only allows one.

    7 votes

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    0 comments  ·  Email  ·  Admin →
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  3. Ability to adjust line spacing on document templates

    I'd like to be able to adjust the line spacing within the document templates rather than having to copy/paste from a Google Doc to get it right. There should be something built in to the template along the toolbar that allows for line spacing adjustments.

    12 votes

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    0 comments  ·  Templates  ·  Admin →
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  4. 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 votes

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  5. Make custom email fields fully functional

    Add an option to custom job fields to indicate if the field we've created is an email address; so that JobNimbus will let us select it as the recipient address when sending an email from the Job.

    7 votes

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    1 comment  ·  Email  ·  Admin →
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  6. Exclude notifications when emails are forward from chosen email addresses

    Currently our office forwards documents into our Jobnimbus account. Our sales reps are notified upon each email that is forwarded into the account with no way to limit the notification from Jobnimbus of the email. It would be great if there wasa list of emails we could add that if email is forwarded from x address that the system does not send a notification to the sales reps on the contact/job.

    3 votes

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  7. Upload Video to Email Template

    We would like to add a short "introduction video" of each of our salesmen to our "welcome email".

    5 votes

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    2 comments  ·  Templates  ·  Admin →
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  8. 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 vote

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  9. Avoid email chains from appearing in @mention replies

    The @mention feature should send an email to the user mentioned from a DONOTREPLY email address. The email should contain a button or link they can click on to reply. The objective here is to isolate the user's response from the body of the email chain so that it doesn't post the whole email chain into JobNimbus. Furthermore, Coming from a DONOTREPLY email address means that if someone tries to reply to the email directly by mistake, the user will be notified that their response was rejected and have another opportunity to submit their reply the correct way.

    7 votes

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    1 comment  ·  @mentions  ·  Admin →
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  10. show on share attachment permissions

    when I share a contact or job with a third party user allow to upload attachments when limited access.

    1 vote

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    0 comments  ·  Share  ·  Admin →
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  11. Ability to type personal message when emailing invoices

    When we email an invoice through jobnimbus and the box pops up it does not give us the ability to type a personal message and send it. It only gives us the option to use a template email. Our team would like the ability to type a small personal message per customer.

    31 votes

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    Viewed  ·  3 comments  ·  Email  ·  Admin →
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  12. 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 votes

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  13. 31 votes

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    Viewed  ·  2 comments  ·  @mentions  ·  Admin →
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  14. Custom Fonts

    Would like the ability to use custom fonts in emails sent from JobNimbus account.

    3 votes

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  15. Incoming client emails should be auto captured and added as a note instead of having to forward it in.

    Incoming client emails should be auto captured and added as a note instead of having to forward it in. Many many CRMs already do this. Having to forward every incoming client email is a redundant unnecessary task.

    6 votes

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  16. Out of Office auto email reply through JobNimbus

    Hi, it would be great to be able to set an "Out of Office" auto email reply from JobNimbus. We set it on our gmail accounts for example, but if someone responds via JN they are not alerted that our sales person is out of town.

    Thank you!

    27 votes

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  17. a company message board - messaging system

    We'd love to have a communal board for all of our team where we could post company-wide or sub-group messages and notifications.

    Integrate a Slack-like feature.

    18 votes

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  18. Status of sent estimate emails (i.e. Opened..)

    Automation emails show if an email has been opened like so:

    "Status: Opened"

    Can this tracking feature be add to all emails sent though JobNimbus? Importantly, the sent estimate templates? This would be very helpful.

    Thank you!

    13 votes

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  19. Replies to automated emails

    When someone replies to an automated email the reply is just added to the customer/job from which the automation initiated.

    It would be great if the replay was also sent as an actual email to preferable the Sales Rep or Admin.

    9 votes

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  20. 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! :)

    84 votes

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    18 comments  ·  Share  ·  Admin →
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    This 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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