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Chad

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  1. 197 votes

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    Chad supported this idea  · 
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    Chad commented  · 

    Allow importing and exporting of items to Products & Services via .csv or other spreadsheet format.

  2. 15 votes

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  3. 38 votes

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  4. 12 votes

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  5. 7 votes

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  6. 32 votes

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    Viewed  ·  3 comments  ·  Communication » Email  ·  Admin →
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  7. 5 votes

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  8. 4 votes

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  9. 127 votes

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  10. 37 votes

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    Viewed  ·  3 comments  ·  Communication » Email  ·  Admin →
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  11. 75 votes

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  12. 30 votes

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  13. 31 votes

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  14. 135 votes

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    Viewed  ·  35 comments  ·  Communication » Email  ·  Admin →
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  15. 14 votes

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    Chad commented  · 

    This is a high priority level worthy request. For anyone using the Jobs portion of JobNimbus, this is critical for those who have separate Job entries for repeat annual service visits; customers who are property management companies; customers who have multiple rental properties, etc. Any recorded communication through Engage/text should be recorded under the Job it pertains to, and not lumped in under the Contact with all the other text conversations. A property management company may be the Contact, with several Jobs for different properties under it, which themselves could have a different sales rep/estimator/tech assigned to. So imagine 4 active Jobs with 3 different sales reps/estimators/techs/etc. working them, all texting at different times, same times, etc. There’s no way to keep it orderly if text communications from any/all Jobs are lumped/dumped under the Contact. Currently, it doesn’t look like there’s a way to know which Job the text conversation applies to.

    Chad supported this idea  · 
  16. 4 votes

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    Viewed  ·  1 comment  ·  Mobile  ·  Admin →
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  17. 2 votes

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  18. 2 votes

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  19. 2 votes

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  20. 3 votes

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