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JobNimbus Feedback

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Communication

237 results found

  1. Red Flag or Identifier to show when a customer sent in a new email.

    WHen a new email is recieved, a red icon or some sort of identifier along with automatic emails may help our logos keep better track of who needs to be responded too.

    11 votes

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  2. Email Activity

    I think any email coming in or out needs to show up in the activity feed. Currently, there is no notification in the activity feed when I send out a material order. The notification for a signed document seems to be hit or miss as well.

    4 votes

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  3. Automatic Email Replies

    Customer would like to have a feature where automatic replies are possible in case they are out of the office.

    8 votes

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    1 comment  ·  Email  ·  Admin →
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  4. Allow Seamless Sharing Between Contractors/Subs

    My business consists of being a rainmaker for several roofing contractors. I would like to be able to share customer info, pictures, etc., with my contractor partners so I don't have to double entry on their JN accounts. If I take pics, enter a contact, or anything else, I would like to seamlessly send it to them so they can have all the same info on their end and we can communicate with notes, tasks, etc. The reason I need to have a profile on their accounts is that they can't get this to work on their end. It's a…

    1 vote

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    0 comments  ·  Share  ·  Admin →
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  5. When using email templates do not have them delete the existing text written.

    When responding to an email, we will select under “Insert Template” our individual template that will insert our Signature. When we do this, it deletes the subject line. If we have already typed something in the body and then go to insert our signature, it will delete the entire body that we typed up.

    4 votes

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    2 comments  ·  Email  ·  Admin →
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  6. Keep Insert Template Field open when clicked

    If the Insert Template Field menu would stay open when clicked and close either by clicking the button again, making a selection, or clicking outside of the menu. If the menu would scroll independently so all items can be shown in a smaller space should help with the menus containing a large list.

    5 votes

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    0 comments  ·  Templates  ·  Admin →
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  7. Able to send Subcontractor emails via Automations

    Would like to see Subcontractors added as possible recipients for emails. We would like to be able to send them reminders of their assigned Tasks or Start Dates on Work Orders.

    5 votes

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    0 comments  ·  Email  ·  Admin →
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  8. HTML emailing

    Customer requested to have HTML capabilities at some point for emailing within JobNimbus

    4 votes

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    0 comments  ·  Email  ·  Admin →
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  9. Be able to choose the Sender on Automated Emails.

    The ability to choose the sender on automated emails rather than, it defaulting to the company @jobnimbusmail email.

    5 votes

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    1 comment  ·  Email  ·  Admin →
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  10. Email - forwarding and replying

    Please display the associated emails within the contact when replying or forwarding an email. Currently, you have to type every email address in ...instead of the drop down box displaying with the contact and company email addresses.

    4 votes

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    0 comments  ·  Email  ·  Admin →
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  11. Ability to make email templates private/restricted

    The ability to make email templates private to each individual user.

    5 votes

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    0 comments  ·  Templates  ·  Admin →
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  12. External communications tab

    Add a communications tab under each record to make it easier to look for customer interactions. Currently having it all in activity makes it hard to go through so much scrolling. A communications tab for all external communications would be great.

    2 votes

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  13. Reply All function to add in all recipient automatically

    For the reply all function to pull in all the recipients listed on the email not just the primary contact.

    2 votes

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    1 comment  ·  Email  ·  Admin →
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  14. Enable notifications for customers when a split payment payment due date is approaching

    The ability to turn on a customer notification when a split payment is created so we can notify them when that due date is approaching if it hasn't been paid.

    1 vote

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    0 comments  ·  Email  ·  Admin →
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  15. Send an email from any job tab

    We should be able to send an email from the documents tab or the photos tab or the task tab instead of having to go to the activity tab all the time.

    3 votes

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  16. Control the spacing on emails between platforms (From JobNimbus to Gmail, etc.)

    The ability to be able to have consistency with the way an email looks in JobNimbus and what is sent out to the customer on Gmail.

    3 votes

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    0 comments  ·  Email  ·  Admin →
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  17. Same email for multiple accounts

    I have team members that have multiple JobNimbus accounts. We would like to be able to use their same email addresses for each one. Right now, you have to create a different email for each account. It would be nice to have one set email.

    2 votes

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    0 comments  ·  Email  ·  Admin →
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  18. When scheduling a sub, it should not be an automatic email.

    When you assign a sub to a job, they get an email but sometimes it could be useful to be able to add notes to the body of an email.

    5 votes

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    0 comments  ·  Email  ·  Admin →
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  19. Automated Material Order Emailing

    The ability to add a material order to an email template like an estimate or have it send a material order as an action in an automation

    2 votes

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    0 comments  ·  Email  ·  Admin →
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  20. 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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Communication

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