Communication
240 results found
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Sync Sent Emails w/ Gmail
I would like to have it so that every email I send within JobNimbus also syncs to my Gmail so that I easily have proof that I can send to my client's again later on that an email was sent. Customer's recognize Gmail better than the JobNimbus email so they are less likely to think I doctored the initial email if they see it forwarded to them from Gmail.
If I can't have it auto sync to my Gmail as well, I would like to have an option to have each email we send automatically CC an email address that…
1 vote -
It would be nice if there was a way to block spammers on Engage.
It would be nice if there was a way to block spam texters on Engage.
2 votes -
Reply to Emails outside of JobNimbus
Ability to reply to emails outside of the JobNimbus reply function. I.e. add ability to reply to emails within JN from outside servers.
14 votes -
Threads/Reply function for notes
It would be nice to be able to create a thread out of a note. For example, if I am reading a note, there should be a reply button and my response should then create a thread out of this note. This would be much more useful when it comes to communicating with team members within my organization. As it is right now, it is difficult to keep track of notes and know which notes were replies to other notes. I find this to be something that is critical for communicating within jobnimbus.
16 votes -
Proposal Date Template Field
I would like to add a template field for email templates for "proposal date". I need the email to reflect the date that a proposal was created and/or sent to the customer.
1 vote -
Combine emails
Is there a way we can combine multiple @emails to a number of people within our organization without having to create them separately? For example, @johndoe @janedoe @cindysample and make this group of people 1 @ like @Purchasing.
4 votes -
Email report
We need a report that pulls only email addresses. And also the ability to mass email.
1 vote -
3 votes
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Other Game to Play?
What MMO should I try?
haven’t played any other MMO is 20 years.2 votes -
Ability to link Engage conversations to associated jobs.
Ability to link Engage conversations to associated jobs. Allowing search-ability as well.
12 votes -
Block and delete spam texts, not customer texts
In Engage, would like the ability to block and delete spam texts. Understand we can block JN contacts, but we would not want to block JN contacts. Want to block spam from outside companies and phishing texts from mail lists. Similar to what you would do if you had political or other type of spam text on your phone (delete and report junk). Example below - all spam.
1 vote -
Download All Emails Per Job
I want to be able to download all emails under a specific job.
1 vote -
Internal Chat Feature
An internal chat feature for the team to use. A chat feature that can allow people to talk within the company that doesn't have to be tied directly to a job or contact. Even having the ability to create groups of people would also be nice as a way for teams within the company to discuss issues or updates in real-time. Imagine a sales team chat to help with sales objections or answering questions where seasoned sales people can aid new salespeople. Or a group for specific internal events or competitions.
15 votes -
Document template field for most recent approved/signed estimate number
A template field for most recent approved/signed estimate number to plug into document templates
1 vote -
See Attachments in Email Thread
When a customer replies to an email that contains an attachment, there isn't an easy way to see what the attachment was in the original email other than to go find the original email. There should be a way to see the attachment name in the email they replied to, but it changes the attachment name to a random string of numbers.
1 vote -
Templates for Each Note Option
We need the ability to add a full template to each note option. For example, when you select from the drop down, we would have an option for "NEW LEAD" and then in the note section a template would populate to fill out with an outline of what information needs to be taken and questions to ask.
1 vote -
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 -
Allow embedded videos in emails
Create the ability to embed a video into an email. For example, on a welcome email it could be a video of our owners thanking them for working with us and a short introduction. I think an embedded video would perform much better than a hyperlink that most people won't click on.
2 votes -
Group Texting through Engage
we need the ability to group text through Engage instead of only one phone number.
11 votes -
Ability to add Subcontractors to Text Automations
Can "Subcontractors" can be added to the list of people that we can send a text message to in Engage? I was trying to create an automation that sends our Subcontractor a text message, but they are not an option to select. Currently there's only Assignee, Sales Rep, Customer, or a specific team member.
2 votes
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