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Eric Broome

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  1. 124 votes

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    Viewed  ·  32 comments  ·  Communication » Email  ·  Admin →
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    Eric Broome commented  · 

    This would be almost as huge as a full screen viewer for documents!

    Or a two-way QuickBooks sync!

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    Eric Broome commented  · 

    This would be a game changer!

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    Eric Broome commented  · 

    Couldn't we create an email address specifically for JobNimbus to use, then enter the email address and password in JN, for it to use? That wouldn't be ghosting, that would be legitimately giving JN access to an email address on our company server. I could set that up in 5 minutes, and I'd be willing to test it.

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    Eric Broome commented  · 

    company@jobnimbusmail.com is NOT professional-looking. Couldn't the email be ghosted to the sales rep's email address?

    Could we set up a company server email for jobnimbus to send from and get replies to? I would do that in a heartbeat!

  2. 122 votes

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    You can use Email Templates to add signatures for each user when sending emails from either the Add Note feature or when sending automated emails.

    Direct email signatures per user from their profile is still on our development list but this is a great workaround in the meantime.

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    Eric Broome commented  · 

    Currently, the only way to use Templates is to have a different template for every single person who is sending emails from JN.

    And everyone who is doing it has access to everyone else's.

    Couldn't each use just set one up? Use name and contact info by default?

  3. 4 votes

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    Viewed  ·  0 comments  ·  Communication » Email  ·  Admin →
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    Eric Broome supported this idea  · 
  4. 22 votes

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    Viewed  ·  1 comment  ·  Communication » Email  ·  Admin →
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  5. 16 votes

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  6. 84 votes

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    This is a great example, thank you for sharing! We have many of these same ideas for improving our existing share feature and are working towards that.

    Thank you so much for sticking with us and for providing these great suggestions. I’ll be sure the dev team gets this info and can work towards making it happen!

    And we’ll see what we can do about getting you that award ????!

    Eric Broome supported this idea  · 
  7. 16 votes

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    Eric Broome supported this idea  · 
  8. 60 votes

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    We definitely understand the urgency here and apologize for the lost work and time. We’re looking into this, though we aren’t able to provide an estimate of when this would be available. We’ll keep you posted.

    Eric Broome supported this idea  · 
  9. 60 votes

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    Eric Broome supported this idea  · 
  10. 92 votes

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    7 comments  ·  General  ·  Admin →
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    Eric Broome supported this idea  · 
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    Eric Broome commented  · 

    A previous CRM that I used had a "set as default" button to allow each user to customize their view. That would let you default to 5, 10, 25, etc, but also to default to All, Contracts, Pictures, start on the Financial tab by default, etc.

  11. 24 votes

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    Eric Broome commented  · 

    It would be helpful to be able to attach files to work orders, as well.

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  12. 15 votes

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    Eric Broome commented  · 

    I think this is the 4th thread that I have read about PDF viewing in JN.

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  13. 24 votes

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    Viewed  ·  5 comments  ·  Settings » Automation  ·  Admin →
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    Eric Broome supported this idea  · 
  14. 7 votes

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  15. 4 votes

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  16. 61 votes

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    Eric Broome commented  · 

    Mike is right. This integration really only works if we can 1) decide what gets synced and 2) what we decide is quickly and consistently shared to XactAnalysis.

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    Eric Broome commented  · 

    JobNimbus (Support, JobNimbus) responded · Jan 24, 2017
    We would too!

    Well, what's the hold up?

    Eric Broome supported this idea  · 
  17. 20 votes

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  18. 16 votes

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    Viewed  ·  6 comments  ·  Communication » Email  ·  Admin →
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  19. 17 votes

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    Eric Broome supported this idea  · 
  20. 98 votes

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    Eric Broome supported this idea  · 

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