Feature Requests

I want to know what calls are Albi calls vs other calls I get on my cell: receive a caller ID tag or prefix on forwarded calls, or otherwise identify that the call was forwarded specifically from the Albi line

A customer portal would enable us to seamlessly inform them of their progress. A timeline with company point of contact or contact form inside the customer portal would be a great benefit.

Can I make a feature suggestion/improvement request here? It would AMAZING if in the timeline/communications it did 2 things. Had the ability to see the entire body of an email in 1 screen without having to scroll - right not you only get a very small window to see a couple sentences at most and then you must scroll down, and scroll left to right to see the entire message Showed, and allowed you to access any attachments that were sent with the email. Right now you cannot see any attachments that were sent with an email. Just observations from a user that would save me a good bit of time.

A very good competitor of yours, Jobsight, has texting clients through the app. Makes it super easy to use. Is there any future updates like this for Albi?

In the desktop version of Albi, is there a feature that allows users to select a customer/homeowner's email address from a dropdown when sending an email from a specific file? Alternatively, is there an option to click on their email address to automatically open a new email with their address pre-filled in the 'To' field?

A feature that allows users to create and manage groups, enabling them to tag an entire group in new events or notes. For example, when a new Recon job is created, it is necessary to notify the Recon PM, the Recon Ops Manager, and the Recon Coordinator with a new note on the job. Having a predefined "Recon Group" with these users would streamline the process and reduce the number of clicks required.

When typing up an email from a note in the timeline, it is not pre populating email options when you start typing in TO. It does if you start your note from Communications.

When you email a note, you have to type each recipient in manually. And then it doesn't show up as a note, it shows up under communication tab. Requesting that when you create a note, it automatically has all assigned staff listed (than you can x out anyone you don't want notified) to email it to. And then it stays in the note tab so that all info is streanlined.

It would be nice to be able to view the email attachments in the communication timeline. Whether they are sent or received.