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JobNimbus Feedback

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Communication

149 results found

  1. Activity Notes and Email replies...

    Please DISABLE function of replying direct from email in ACTIVITY NOTES... and force all to use the BLUE BUTTON called "VIEW NOTE" in the actual email itself...or please disable all the verbiage that populates in the notes section unnecessarily when someone chooses to reply in the email instead of doing this properly :-)

    6 votes

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    0 comments  ·  @mentions  ·  Admin →
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  2. When manually adding email to job it would be hanly to be able to link in to specific conact

    When we add email manually to a job we use not type “email from client” or “email from contact”. It would be handy to be able to use not type “email from” and then be able to choose a specific contact so when we look for certain email in future we can search from specific emails with contact not thru all emails received in that job

    2 votes

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    0 comments  ·  Email  ·  Admin →
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  3. Red alert dot notification on job boards or in contact boards.

    Instead of getting 100 emails on notifications you can use this option to alert the single job or contact board with a red or whatever color you choose, that there is a note- message -email or whatever needs your attention that you need to look at.

    3 votes

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  4. Select any email contact from list

    Please, please, please, give us the ability to select from all of our contacts when sending an email. It seems ridiculous to me that this isn't an option.

    17 votes

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    5 comments  ·  Email  ·  Admin →
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  5. In app chat

    Would love a function where we can chat live within our company. We have several locations and the notes/@ function just clogs up emails and is not seen. If there was a feature to have a messenger type function that would make communication easier between companies and our guys/ladies in the field.

    10 votes

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  6. Use existing subject when replying to an email with a template

    Keep/maintain/use the existing subject line when replying to an email with an email template.

    Currently users have to copy the existing subject to their clipboard before selecting the template, then paste the original subject back in after the template has overridden it.

    10 votes

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  7. Cancel Sent E-mail

    Ability to cancel a sent e-mail when it is in "Sending" status.

    14 votes

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  8. Internal Messaging/emailing system within system with employees

    Having a messenger or email system to talk to our employees directly out in the field would be super helpful. We have several locations and this would be amazing. Sometimes they cannot get calls or texts but Jobnimbus works for them and getting a message to them or a mass one to all employee ( or those chosen) would change the game forus.

    7 votes

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  9. Email replies and email templates in Jobnimbus

    Email replies with email templates erase the subject line in email. it would be nice if I had the option to retain the original subject line without having to copy paste this as i do now.

    14 votes

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    1 comment  ·  Email  ·  Admin →
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  10. Complete Email Overhaul in JN

    We all know that the email in JN is horrible. It just needs a complete overhaul period. Either that or a full integration with Gmail or Outlook. The email is barely functional at best. I need to be able to add an attachment to a template, change font size, change font, change font color, add background color to highlight something, basic things that every email has except for Job Nimbus email. Make it more like a real email with the subject line at the top where it belongs, when I select "send an email" when I am within a contact…

    28 votes

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  11. chat portal

    I think I have an Idea that will ***** the code to usher in trillions of dollars a year. Jobnimbus should develop a client based app for contacts (clients) to download on their phones/ & or an online portal to sign into, that will allow clients to communicate to personnel directly into their "contact". This chat feature should be accessed in the activity, documents, financials etc. bar. This will allow companies to properly document communications and manage promptness of communications. I know, its brilliant. Thanks in advance

    2 votes

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  12. Incoming Emails - assign/attach to a Job

    Allow for assigning an incoming email to a job.

    Currently I receive emails into JN but can not assign them to the appropriate job. This would be useful instead of remembering which contact sent the email to find said email.

    2 votes

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  13. Should not have to ask customers to hit "Reply All" on emails

    My only ‘concern’ with this process is we have no control over making sure a customer hits ‘reply all’. I trust this is something that this is something that will change soon. It sounds like a significant area of opportunity.

    12 votes

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  14. Subcontractor's email address added to recipients in Note

    I want to be able to see a subcontractor's email address alongside the assigned team member's email addresses after assigning the subcontractor to the Contact, that way I can email the sub without relating them to the Contact.

    8 votes

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    2 comments  ·  Email  ·  Admin →
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  15. Drag an email into a Job

    It would be great if you could drag an email into a job instead of having to forward it. IT takes awhile and we often make errors with writing in the job number etc.

    6 votes

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    1 comment  ·  Email  ·  Admin →
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  16. Ability to add documents to email templates

    I want to be able to create an email template that contains several documents within it, That way when the customer receives the email, they can click on each document to pull them up to review it, print it, sign it, etc.

    29 votes

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    2 comments  ·  Templates  ·  Admin →
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  17. Store Frequently Used Email Addresses

    It would be beneficial to have an area that we can store frequently used email addresses within our account. These would be emails that we use regularly in the Other field when sending emails to avoid having to manually enter them every time.

    4 votes

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  18. Scheduled Emails

    It would be beneficial to have the ability to schedule emails to be sent on a specific date without having to create an automation. This is because the information within the email is not standardized or a template. Having the option to select which date to send the email would solve this issue for us.

    5 votes

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  19. @Mention Report

    It would be really convenient if there was a report on my dashboard where I could see and acknowledge @mentions. Having to go through my email or mobile app is really cumbersome.

    27 votes

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    1 comment  ·  @mentions  ·  Admin →
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  20. Mass emails to entire customer base, or customize-able groups within the database.

    I used to work in car sales, and our CRM was a bit more complex than job nimbus, but at a higher cost for the dealership to use. That being said, the CRM admin/Internet Manager could send out mass emails using the existing customer database. They could send a mass email to the whole list, or pick out certain criteria for a targeted email blast.

    It would make JobNimbus a far stronger competitor if this could be incorporated into its abilities. In our case, we are a roofing company. If we could customize a mass email blast to target, for…

    70 votes

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