Where Can I Find My Company's Email Address in and Company Email Settings JobNimbus?
Learn about some of the key components in communicating via email within JobNimbus.
Company Email Settings
Click on the three lines in the top left corner and choose Settings from the dropdown menu.
Select the Admin Settings tab, then select the Email option.
Under the Email tab, you'll see the following page:
- Your JobNimbus Email is unique to your company's account. The @jobnimbus.com domain is predetermined to track communications in the system and cannot be changed.
- Create the local part of the address, which your customers will see. Typically this is your company name, but you can decide what makes the most sense.
- You cannot create more than one JobNimbus Email address, i.e. a different email for each location.
- The Email Forward Address is usually an admin or owner of the account, where important system notifications are sent. These notifications include, but are not limited to:
- Bounce/Rejection notifications: if an outbound email cannot be delivered to the intended recipient, depending on who the original sender was, the forwarding address on file may receive notice.
- Reply notifications: when a customer responds to an email that was sent from JobNimbus, depending on who the original sender was, the forwarding address may be notified.
- Disabled Automation notifications: if an automation is creating an "infinite loop", the system will flag and disable it to prevent unnecessary actions from being triggered, and an email will be sent to the forwarding address indicating the issue.
- To save email attachments as documents or photos to the Job or Contact, check the box next to "Show incoming email attachments in the Documents or Photos tab?" PDFs will automatically be saved to the Documents tab, while JPG and PNGs will be saved to the Photos tab.
To link emails from your personal inbox with Contact records in JobNimbus, refer to the instructions provided here.