Justin Bookman
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6 votesJustin Bookman
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10 votes
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5 votesJustin Bookman
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13 votesJustin Bookman
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An error occurred while saving the comment Justin Bookman
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Bumping this suggestion up. Leighton's comments hit the nail - need ability in Automations for signature status condition as well as template name. Business case example below.
Goal/purpose: We require our subcontractors to e-sign a work order agreement for each job the accept and want to be notified if they *have not* signed it prior to the scheduled build day.
- 1 day before Scheduled Start Date (custom job field) if the subcontractor has *not signed* our Work Order e-Signature (document template name), send an email to our Operations Director.
Justin Bookman
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62 votesJustin Bookman
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It would be awesome if you could quickly see the text conversation natively in the Contact or Job (both preferably) without leaving the Job. Sending messages is still fine going to Engage but for our users that are not "Assigned" the conversation, it's very difficult to navigate to the Engage thread. Even just adding Search for Job Name or Customer Name would help.
You can currently view outgoing Automated Texts in the Activity Feed using the Activity Drop Down menu to "Text Messages" but that does not include any manual sent/received texts.
Potential solution? Duplicate the incoming/outgoing texts into the Activity Feed. Alternatively, create a separate Tab (Documents, Photos, Financials area).