Communication
239 results found
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Ability to link Engage conversations to associated jobs.
Ability to link Engage conversations to associated jobs. Allowing search-ability as well.
13 votes -
Email report
We need a report that pulls only email addresses. And also the ability to mass email.
1 vote -
Group Texting through Engage
we need the ability to group text through Engage instead of only one phone number.
15 votes -
3 votes
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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 -
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 -
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 -
Email formatting options
allow email formatting within jobs/ contacts. Currently when i load a template email and need to make changes, it changes the font and looks terribly unprofessional. I'd like to have all the same editing tools in every single email module within JN please!
8 votes -
Text from Contact/Job Record
I want to be able to text from the contact or job without having to go back and forth between the Engage tab.
5 votes -
Texting opt-out more obvious
When a customer opts out of texting, it still looks like we can text them within the contact and the activity shows text messages, even though those texts aren't being sent. There isn't a great way to quickly see that they have opted out, especially on mobile. Can we make it so we can't click to send a text at all in the contact when they've opted out?
1 vote -
Automated messages that include sales rep's mobile number
Ability to be able to send automated texts that pulls the salesman's name and mobile number regardless of who is sending it.
1 vote -
Recall sent email messages
Recall email messages that were sent by accident
3 votes -
Read Receipts on Sent Texts
Would like to see when a text message is Delivered vs Read. This helps us to avoid wasting time chasing leads that are ignoring our communication and lets us hold everyone accountable.
3 votes -
@mentions have a "Like" or "Seen" function
I'd really like to have a "like," "seen," or "thumbs up" feature available for when a person is tagged/@mentioned in a note. This way when I @mention them in the note, I don't have to verbally follow up with them to ensure they saw my @mention.
45 votes -
3 votes
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Contact and Job info included in @mention notifications
I would like Contact and Job information included in email notifications that go out when I am tagged in a note
3 votes -
Engage Reports
I want to pull a report on Engage user data
2 votes -
Missed calls in Engage
Add missed calls to Engage to notification center.
4 votes
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