How Do I Send an Email to a Customer?

Keep your communications organized by emailing your clients directly from JobNimbus.

Navigate to a Contact's page and select the blue +Send email button located at the top of the Activity feed.

 

The following window will appear:

1. Choose your recipient(s) from the drop-down menu or manually type the email address out if the intended recipient is not listed. 
   1. Choosable options include Related Contacts, Assignees, and Sales Reps.
2. Insert an Email Template from this menu. 
   1. To learn how to create an Email Template, check out this article
3. Add a Subject line. 
4. Type up the body of the email here. You can adjust the format of the text and include hyperlinks for easy navigation to other websites. 
5. Add attachments either by selecting from a list of files that are already associated with the Contact or by browsing your device.
   1. The total size of a single email cannot exceed 22 MB. If needed, we recommend utilizing the Share feature to send out more information.
6. Send the email when you're ready to go!

Once the email is outbound, you'll see it recorded under the Contact's Activity tab.

Managing & Replying to Emails 

You can reply, reply all, and forward emails from the activity feed, as well as when you are viewing a specific email by clicking the "View Thread" button.