the ability to allow us to save an email attachment directly into JobNimbus instead of having to download the doc, then upload to JN
I want to cut my work in half by saving an attachment from an email directly to JobNimbus. NOT having to create a folder to save a file that comes to me via email, THEN having to get into JobNimbus and go back through “Add Attachment” to find the document in the file I created to store it and upload it to the customer’s efile.
Kristi Valentine
shared this idea
Great news. You can actually forward the emails to JobNimbus and they will attach to the contact. Here is a Knowledge Base article about that. https://support.jobnimbus.com/hc/en-us/articles/115005449803-Emailing-Attachments-to-a-Contact-or-Job
If you need additional help getting this to work you can contact support at support@jobnimbus.com.
If this isn’t what you need, please let us know so we can adjust the ticket.
Thanks!
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Olinda Vargas
commented
The above link does not work. ThankS!