Communication
238 results found
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Integration with virtual phone - VOIP
We use a virtual cloud based phone system. All of our communications are from individual phone numbers but the outgoing calls through the phone system all show the company number. I would love to see some sort of integration ability to be developed that allows the phone to push it to the virtual phone app.
7 votes -
More than one email address per contact
I'd like to "share" a file with someone else, but there is only 1 email address that can be assigned with a particular contact. For example an appraiser, public adjuster or attorney. Or for example I'd like to email State Farm and invoice or permit receipt, but have to manually enter the email address each time.
20 votes -
Removing "Re: [JobNimbus]" from every reply through Gmail
Every time a contact replies & our users reply back using Gmail (which is where we reply from, not in JobNimbus) it adds a new "Re:[JobNimbus]" for each reply, totaling up on a subject line making it visually unappealing/confusing to customers.
If no plans for an Gmail integration in future, we would like to at least see this feature of lengthening the subject line removed please
16 votes -
Email recipients should include "Assigned To"
When emailing a work order, I should be able to select whoever the order is assigned to from the recipient list.
3 votes -
the ability to add attachments from the contact to e-mail templates
I'd like the ability to automatically add attachments from my contacts to the e-mails that I automate to go out to different people.
4 votes -
JobNimbus Email Forwarding Address
At present, it appears the Jobnimbus email can only forward to one email address. It would be nice if adding a comma after the first would allow our clients to add more than one email forwarding address.
8 votes -
Ability to Access Company Documents On Contacts/Jobs & When Emailing
At present, we can create an email and attach photos or documents, but when we need a Company document we have to upload it each time to each Contact/Job that needs this form also. If Company documents selection were enabled, it would be great.
80 votes -
People Picker in "Other Contacts" Field When Sending Email
Make the other contacts field a lookup field so we can email team members easily.
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 -
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.
17 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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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
22 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.
121 votes -
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…
13 votes -
Ability to Select Attachments From Related Contact/Job When Emailing
I want to be able to send my sub-contractor an email with an eagleview report from multiple other contacts that are my customers in JobNimbus as attachments. I can see the eagleviews under my sub-contractor's "Attachments", so long as "related" is checked, but when I try to send a note (note type: email) to my subcontractor and add the eagleviews by selecting "attachments" in the note options, I have nothing to chose from.
6 votes -
Team Chat
Have onine chat system so I could chat with al my team contacts even if they are not in the office. Just like MSN or live chat on Facebook, it would be nice if I could chat with anyone online who is on my team or contacts list from the office/company. For example, my boss lives in Edmonton so if we were both logged in then we could chat live if we need anything or if we are working on a file at same time.
66 votesThis is definitely something that we’ve wanted to add to JobNimbus. Thanks for the suggestion!
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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.
91 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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Google Voice Integration for calls
Allow the option to choose how you want to make a call inside the app
9 votes
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