JobNimbus Feedback

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Communication

  1. 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
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    Viewed  ·  0 comments  ·  Share  ·  Flag idea as inappropriate…  ·  Admin →
  2. 1 vote
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    Viewed  ·  0 comments  ·  @mentions  ·  Flag idea as inappropriate…  ·  Admin →
  3. email tracking.

    Our last [free & terrible] CRM automatically tracked all incoming & outgoing emails addressed to or from an email address on one of our contacts. This way, the whole team could all see & read all emails along with time stamps for any contact. In JobNimbus, things are slipping through the cracks because people on our team are constantly forgetting to open JN every time they send or receive an email so they can manually create a note containing what was already written on the email. Please, please add this feature! Thank you.

    1 vote
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    Viewed  ·  0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  4. the ability to email customers without calling them "COntaqce #845\\84)

    I want to use the automatic email feature, but it is so embarrassing that it says (Contact #7373) in the email subject line. Is there anyway around that? it is so impersonal!

    3 votes
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    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  5. Display pictures in Email

    It would be really great if the photos and documents that were attached to the emails actually showed as icons in the email threads instead of links. This would make identifying pictures at a glance easier.

    Currently what you have to do is download every image you want to see in order to view them. This makes discussing claims with insurance cumbersome.

    1 vote
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  6. a way to know your @ was seen

    when you @ someone, a button to click to show you saw it/have taken care of it

    4 votes
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    0 comments  ·  Notifications  ·  Flag idea as inappropriate…  ·  Admin →
  7. 1 vote
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  8. Thread or conversation feature on Job/Contact activity section

    Feature to reply to a comment posted in the activity center. When lots of ppl are working on a job or contact the activity section gets congested. Being able to have a single thread that you can reply to would help organize the activity section.

    1 vote
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  9. 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.

    1 vote
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    Viewed  ·  0 comments  ·  Notifications  ·  Flag idea as inappropriate…  ·  Admin →
  10. Ability to turn off notifications at anytime desired by each user.

    I'm told our Techs are unable to turn off notifications that pop up at 2:30am in the morning.

    Notifications should be customizable.

    4 votes
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    0 comments  ·  Notifications  ·  Flag idea as inappropriate…  ·  Admin →
  11. Track when a client opens estimates and invoices

    notifications when a lead or client opened a sent estimate or invoice. I currently use Joist App just for that reason

    8 votes
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    Viewed  ·  2 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  12. 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

    6 votes
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  13. 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.

    2 votes
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  14. 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.

    5 votes
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    1 comment  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  15. 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.

    1 vote
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  16. Create an Inbox or View of Emails Sent to @jobnimbusmail.com account

    The customer would like the ability to have an inbox or some view of emails sent to @jobnimbusmail.com account. Only workaround is to create a custom activity report to view these, currently.

    ---
    Original Request:
    Ability to view emails to our jobnimbus mail address with no job # tag in the subject line

    have had several clients receive emails from me from within JN, then instead of replying, they copy our jobnimbus mail address and send to me with no job # - we never see those emails, they get lost in the interwebs...are we missing something or is there…

    1 vote
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    Viewed  ·  0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  17. Emails split between contacts

    We have customers that we do several different things for at several different addresses. To keep them separate we create a separate contact for each address. However all the emails associated with one email address upload into all the contacts that have the same email address. This feature is very dangerous for us. We have almost done work for customers that was not necessary because the signed contract was for another address. It also makes it very hard to make sure that all the information is accurate and for the correct address. I know the contact # is on the…

    1 vote
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  18. 2 votes
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    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →

    Could you give us more information on what you are asking? Are you looking for something to merge contacts or something to send an email to all of your customers?

    You can integrate with MailChimp through Zapier and then create lists to email customers if that is what you are looking for.

    Thanks for your help,

    Aaron

  19. one click calling clients from within desktop

    Would be awesome if when working within the desktop version, office personell can click and call clients. Have no clue what it would take to make that happen, but JN does everything else-I believe you can do it! Thanks.

    4 votes
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    Viewed  ·  0 comments  ·  Phone  ·  Flag idea as inappropriate…  ·  Admin →
  20. Ability to change message sent when "sharing" with a customer

    It would be really nice to have the ability to personalize the message when "sharing" a job with the customer. Adding information for the customer about their job is important however, with the current pre-typed message you cannot do that and it feels too informal.

    1 vote
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