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JobNimbus Feedback

Have suggestions for how we can improve? Share them in the categories, or vote for the ideas you like best. We want to hear your feedback!

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Communication

156 results found

  1. 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.

    9 votes

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    Viewed  ·  0 comments  ·  Notifications  ·  Admin →
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  2. Improved Share / Client Portal

    Hey team,

    What I'm about to show you is top secret information. :) Thank me later.

    JN is not the only CRM out there. But, I cancelled my other CRM because I love the simplicity of JN. Nevertheless, JN NEEDS to give the ability for us contractors to put a LOGIN section on our website to allow customers to login and view certain details about their projects.

    When customers login to their client portal, this should be the first thing they see --> https://www.screencast.com/t/b89Gqn8cuOty or see attached image. I should get an award medal for this sh*t! :)

    94 votes

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    20 comments  ·  Share  ·  Admin →
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    This is a great example, thank you for sharing! We have many of these same ideas for improving our existing share feature and are working towards that.

    Thank you so much for sticking with us and for providing these great suggestions. I’ll be sure the dev team gets this info and can work towards making it happen!

    And we’ll see what we can do about getting you that award ????!

  3. 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.

    12 votes

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    Viewed  ·  1 comment  ·  Phone  ·  Admin →
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  4. 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.

    22 votes

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    3 comments  ·  Email  ·  Admin →
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  5. 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

    17 votes

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  6. 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.

    9 votes

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    0 comments  ·  Email  ·  Admin →
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  7. 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

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  8. 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.

    20 votes

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  9. 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

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  10. 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 votes

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    0 comments  ·  Email  ·  Admin →
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  11. 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

    24 votes

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  12. 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.

    134 votes

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    Viewed  ·  35 comments  ·  Email  ·  Admin →
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  13. 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…

    16 votes

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  14. 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.

    124 votes

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    15 comments  ·  Email  ·  Admin →
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    You 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.

  15. 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.

    68 votes

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  16. 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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    Viewed  ·  0 comments  ·  Phone  ·  Admin →
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