My feedback

12 results found

1. End-of-Day/Summary Report Email

   7 votes

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   0 comments  ·  Communication » Email  ·  Delete…  ·  Admin →
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   Viewed  ·  AdminJobNimbus (Product Manager, JobNimbus) responded

   We’ll definitely be doing this when we can! This is one thing we’ve wanted to do for a while. Thanks for submitting the idea!

   Mathew Mulholland supported this idea  ·  Aug 30, 2017

2. Email Integration Chrome/Gmail/Outlook - Email from Own Domain

   210 votes

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   Viewed  ·  53 comments  ·  Communication » Email  ·  Delete…  ·  Admin →
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   Mathew Mulholland supported this idea  ·  Jan 9, 2017

3. Dashboard - Calendar

   27 votes

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   2 comments  ·  Dashboard & Reports » Dashboard  ·  Delete…  ·  Admin →
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   Gathering Feedback  ·  AdminJobNimbus (Product Manager, JobNimbus) responded

   We’d like to measure interest in this feature after the updates to the calendar from a while back. Is this still something you’re interested in having?

   Mathew Mulholland supported this idea  ·  Jan 9, 2017

4. Drag and Drop Attachments from Email

   18 votes

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   0 comments  ·  Documents, Photos, Forms & Attachments  ·  Delete…  ·  Admin →
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   Viewed  ·  AdminJobNimbus (Product Manager, JobNimbus) responded

   The fastest way to get an attachment from your email into JobNimbus is to forward it to your @jobnimbusmail.com email address and tag it with the contact or job # (see the Email tab in your JobNimbus settings for more details).

   You can also drag and drop from a saved file on your computer, but we will look into drag and drop from email services going forward as well.

   Mathew Mulholland supported this idea  ·  Jan 9, 2017

5. Print preview when creating new templates

   19 votes

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   1 comment  ·  Financials » Templates  ·  Delete…  ·  Admin →
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   Viewed  ·  AdminJobNimbus (Product Manager, JobNimbus) responded

   Definitely something that will be coming!

   Mathew Mulholland supported this idea  ·  Jan 9, 2017

6. More User-Friendly Template Formatting

   38 votes

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   6 comments  ·  Financials » Templates  ·  Delete…  ·  Admin →
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   Viewed  ·  AdminJobNimbus (Product Manager, JobNimbus) responded

   We plan to update our template editor with better formatting options and functionality in the future.

   In the meantime, if you have specific formatting requirements for a template, please send your request to support@jobnimbus.com and we should be able to help you out!

   Mathew Mulholland supported this idea  ·  Jan 9, 2017

7. Advanced Search - Add Filters and Fields

   152 votes

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   Viewed  ·  43 comments  ·  Searching JobNimbus  ·  Delete…  ·  Admin →
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   Mathew Mulholland commented  ·  Jan 5, 2017  ·  Edit…  ·  Delete…

   We need to search for claim number or policy number sometimes. Certain insurance companies send us correspondence with only the claim number on it *ahem* USAA.

   Right now I have to search for USAA contact and look at the jobs listed and scroll through the column with the claim number until I find it. PIA

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   Mathew Mulholland supported this idea  ·  Jan 5, 2017

8. Better E-Signature Support (actual signature rather than typed, multiple signatures)

   45 votes

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   Viewed  ·  6 comments  ·  Documents, Photos, Forms & Attachments » Signatures  ·  Delete…  ·  Admin →
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   Mathew Mulholland shared this idea  ·  Jan 4, 2017

9. Customer communication inbox

   78 votes

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   13 comments  ·  Communication » Notifications  ·  Delete…  ·  Admin →
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   Mathew Mulholland supported this idea  ·  May 13, 2016

10. Color Coding for Workflow Types

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    35 votes

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    Viewed  ·  7 comments  ·  Settings » Workflows  ·  Delete…  ·  Admin →
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    Mathew Mulholland supported this idea  ·  May 13, 2016

11. Formatting for Notes Text

    28 votes

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    Viewed  ·  6 comments  ·  Contacts & Jobs » Activity & Notes  ·  Delete…  ·  Admin →
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    Mathew Mulholland supported this idea  ·  May 13, 2016

12. Activity should include Automation events, notifications

    18 votes

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    Viewed  ·  3 comments  ·  Contacts & Jobs » Activity & Notes  ·  Delete…  ·  Admin →
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    Mathew Mulholland supported this idea  ·  May 13, 2016
    Mathew Mulholland shared this idea  ·  Apr 20, 2016