Communication
209 results found
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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.
10 votes -
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.
22 votes -
Engage conversations to be assigned to sales rep
Having engage conversations auto-assigned based on who the sales rep is on the contact.
18 votes -
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 -
Ability to link Engage conversations to associated jobs.
Ability to link Engage conversations to associated jobs. Allowing search-ability as well.
14 votes -
Recall sent email messages
Recall email messages that were sent by accident
6 votes -
3 votes
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5 votes
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@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.
61 votes -
Missed calls in Engage
Add missed calls to Engage to notification center.
6 votes -
Send Invoices with Additional Attachments
Ability to attach other documents to invoices sent from the financials tab. This way the invoice will show as sent, and can include a contract document, or other documents as needed.
13 votes -
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
4 votes -
Mailbox for @jobnimbusmail.com email, or more forwarding options
There should be a way to check email coming into the @jobnimbusmail.com address. sometimes emails don't forward properly to the forwarding address, and I would like to be able to somehow see all the mail in that mailbox. Either a mailbox type view, or more advanced forwarding options would be great.
12 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 -
Send attachments in a text message
Include attachments (ie work orders) on a text message
7 votes -
Custom Subcontractor Notification Emails
it would be useful to include some customization options for the notifications my subcontractors receive. I don't need them getting marketing links, and I'd prefer to be able to add some custom text when I send them a work order or task.
6 votes -
Engage Reports
I want to pull a report on Engage user data
2 votes -
Customized Tabs
We'd like to be able to have 1 or more customized tabs with predetermined filters for activity.
Also- if you could reset the default number of items to display on a single page- that would be nice too.2 votes -
If-Then programming within templates
It would be very helpful to apply If-Then programming to template fields within a template in order to customize the text for the specific customer. For example, a customer may need an old fence removed before installing a new one. I could have a custom Boolean field for "Remove old fence?" If this is checked, a sentence would be included in the template stating "We will remove your existing fence." If it is not checked, then the sentence is omitted. This type of programming is available in other software using similar template fields.
3 votes -
Change font when sending email
When copy and paste to an email, it does not match the style that is set in the Template, even in the slightest way, the email looks not professional.
7 votes
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