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Mathew Mulholland

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  1. 7 votes

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    Mathew Mulholland supported this idea  · 
  2. 138 votes

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    Viewed  ·  36 comments  ·  Communication » Email  ·  Admin →
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    Mathew Mulholland supported this idea  · 
  3. 26 votes

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  4. 17 votes

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    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  · 
  5. 18 votes

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    Mathew Mulholland supported this idea  · 
  6. 31 votes

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    Mathew Mulholland supported this idea  · 
  7. 145 votes

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    An error occurred while saving the comment
    Mathew Mulholland commented  · 

    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

    Mathew Mulholland supported this idea  · 
  8. 40 votes

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  9. 76 votes

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  10. 31 votes

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    Viewed  ·  7 comments  ·  Settings » Workflows  ·  Admin →
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    Mathew Mulholland supported this idea  · 
  11. 26 votes

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    Mathew Mulholland supported this idea  · 
  12. 17 votes

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  13. 130 votes

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    Mathew Mulholland supported this idea  · 
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    Mathew Mulholland commented  · 

    Allow us to select a related contact in email under a Blind Carbon Copy. Possibly just a check box next to the contact we are selecting.

  14. 102 votes

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    Mathew Mulholland supported this idea  · 
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    Mathew Mulholland commented  · 

    I am batch uploading them from Google Drive. They are in order in Google Drive and end up in a different order in JobNimbus. We can watch the files uploading and since some are faster uploading than others, the ones that upload first get the top spot. Can we sort by name or something?

    Mathew Mulholland shared this idea  · 

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