Nimble

Welcome to our feature request forum! Please feel free to vote or submit a new feature you would like for Nimble.

This forum is for feature requests for Nimble to help us gauge what would help you be happier with Nimble.

If you have an urgent question about your account or implementing a feature, please write us directly at care@nimble.com or tweet us at twitter.com/nimblecare. We are available M-F from 9-5 Pacific.

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  1. Add the ability to set specific contacts as private

    Sales staff should be able to "protect" their contacts from other sales people from getting deleted, used, shared, etc.

    Admins should be able to create a contact then share with particular people of their choice (creating a custom territory for their sales team).

    Admin needs more control and 'management' features over team.

    ALSO... contacts need to backed up incase they get deleted, in general.... having to update an exported CSV routinely and run the risk of all public contacts among my team will cause me to choose another CRM as we grow.

    700 votes
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      77 comments  ·  Contacts  ·  Admin →
    • Allow a contact to be associated with multiple companies

      I deal with contacts that are associated with multiple companies. It would be helpful to be able to represent that reality in Nimble.

      653 votes
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        63 comments  ·  Contacts  ·  Admin →

        Hi,

        At the current moment, we do not have plans to implement the ability to associate contacts with multiple companies in Nimble in 2013.

        While we do not have this on our horizon, things can change and we encourage you to continue to vote and comment on this feature to capture the attention of our team.

        We will circle back in a few months with another update on this feature request.

        We truly appreciate your feedback and support for Nimble.

        Best regards,

        Joseph

      • Add a Find & Merge Duplicates

        Reviewing contacts and merging one by one takes too long. I'd like a feature similar to gmail where you can find and merge duplicates.

        373 votes
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          18 comments  ·  Contacts  ·  Admin →
        • Convert person to company

          Allow me to change a record from a person to a company. When I import records, especially from Twitter, it brings them in as people, but many of them are companies or organizations, some of whom are listed in Nimble.

          187 votes
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            41 comments  ·  Contacts  ·  Admin →
          • Add Multiple Email Signatures

            As I use my email for work and play, it would be nice to have the option of multiple email signatures as found in Outlook or Gmail help separate lifestyles

            178 votes
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              34 comments  ·  Contacts  ·  Admin →

              Hi,

              Thank you for writing in.

              We have placed this feature request “Under Review” and we will update the status at a later date when we have made a decision whether to move forward or not.

              Thank you for your continuing feedback and support for Nimble!

              Best regards,

              Joseph

            • Add The Ability to Link / Relate Two Contacts

              I would like to relate contacts with customized fields like People A is Father of People B, People B then automatically would be son of People A... then customized like... People C is lawyer for People D, E, F, G... etc.

              177 votes
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                34 comments  ·  Contacts  ·  Admin →
              • Expand Custom Field Types

                Critical need for other field types such as: list (to assign values), date, decimal, Nimble user, number, and yes/no to be added to the custom fields. Also provide multi-value selection, such as a list field of Services can have a value of ‘installation’, the user adds another Service value such as ‘maintenance’. This multi-value will be able to be searched upon separately.

                New release of Custom field support was for text (single and multi-line fields). The FAQ clarified that Custom fields cannot be added to the existing: "Contact Info" or "Other" tab in your contact records.

                115 votes
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                  19 comments  ·  Contacts  ·  Admin →

                  Hi,

                  Thank you for voting and submitting this issue.

                  At the current moment, we allow for importing to custom fields and exporting of your existing custom fields in Nimble.

                  At this time, we do not plan on updating custom field options in 2013, but we will review this feature request based on votes and will update it according to our available bandwidth to work on this feature.

                  Thank you for your feedback and support!

                  Best regards,

                  Joseph

                • Person and Company contacts should inherit work related information to reduce duplicate entry

                  1) A company already exists with work related information saved in the company record. When ‘Adding a Person’ the company name is in the entry form, but the person should inherit the work related information from the company record.

                  2) Second scenario, If I create a new person and company in one step, and fill in Main work phone# and Work Address, this information is shown in that person’s record only. Users that search by company should be able to reference this information in the company record, rather than opening an employee’s record. If multiple employees are shown, one record…

                  87 votes
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                    5 comments  ·  Contacts  ·  Admin →

                    Hi,

                    Thank you for writing in with this suggestion.

                    We have placed this feature request under review for a later time, as it would be interesting to automatically map all “work” information to a contact when they are added to a company.

                    Thank you for your feedback and support!

                    Best regards,

                    Joseph

                  • toolbar to add contacts from any site

                    I would like the ability to add contacts from any site on the web. Highlight the info, click button, add as contact. I have seen this in other CRM's with chrome/firefox toolbars and also with a list building tool egrabber.

                    79 votes
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                      3 comments  ·  Contacts  ·  Admin →

                      Hi,

                      Thank you for submitting this feature request.

                      We will review whether or not a toolbar add on for Nimble is feasible for adding new contacts and we will post an update to this forum once our Product team has given a full assessment.

                      In the meantime, please try out our Nimble raplet for Rapportive, which can be found in Settings >> Integrations in Nimble. This is a great tool that allows you to create new contacts directly from email interactions.

                      Best regards,

                      Joseph

                    • Add more Advanced Search criteria

                      This is a feature request to add the ability to search by multiple criteria in advanced search such as:

                      - Begins With

                      - Greater Than/Less Than/Equal To

                      - Birthday

                      If you have any additional ideas for queries to add to Advanced Search, please include them in the comments and we will update this feature request.

                      72 votes
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                        23 comments  ·  Contacts  ·  Admin →

                        Hi,

                        We plan on adding more criteria to Advanced Search.

                        For now, we have added “Is Not” as advanced search criteria.

                        We also have “Or” as criteria for search, if you search for "Find people or companies that match “any” of the following", it will function as an “Or” search.

                        If you search for "Find people or companies that match “all” of the following", it will function as an “And” search.

                        We will need to do more work to add search for numerical values such as “Greater/Less/Equal to” and the same goes for “Birthdays”. We will update this thread when we have more information on these fronts.

                        Thank you for your feedback and support!

                        Best regards,

                        Joseph

                      • Add the option to log a phone call (instead of using the "Log Activity" option for this)

                        How can a CRM not have the option to log a phone call? Using the "Log Activity" option instead doesn´t seem to make much sense - as activities are basically tasks in Nimble (and are not treated as contacts with a client in regard to the "stay in touch" functionality).

                        This seems very basic and obvious to me. Am I missing something?

                        71 votes
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                          under review  ·  7 comments  ·  Contacts  ·  Admin →
                        • Allow CUSTOM time periods for "stay in touch"

                          Really, really need the ability to select "Custom" and enter own time period (right from same screen) for which I wish to "Stay in Touch." Often I'm finding that neither weekly, monthly, quarterly, nor annually are appropriate.

                          Thanks for an incredible tool!

                          70 votes
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                            under review  ·  14 comments  ·  Contacts  ·  Admin →
                          • Sync to Outlook contacts

                            need a clean sync back to outlook contacts. We have software that is business-critical that uses outlook, as do a lot of firms we do business with.

                            It is not practicable to update both nimble and outlook with changed data / new contacts.

                            We need a two-way sync that will allow new/updated details to sync both ways, which works where updates have taken place in both etc.

                            58 votes
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                              3 comments  ·  Contacts  ·  Admin →
                            • Create the ability to assign tag(s) as we import a contact from the social media streams

                              I find as I go through my twitter searches I want to import Contacts that I'd like to follow more closely. Typically, it relates to a specific topic. I found that it takes me far too many clicks to go back and deal with this; especially if I"m trying to get a lot of them in manually. If I don't do it then, it becomes difficult to go back and find the Contacts I just imported. If we could add the tag before, or as, we import the Contact, that would help keep Contacts organized from the start.

                              57 votes
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                                under review  ·  1 comment  ·  Contacts  ·  Admin →
                              • Display manually entered Birthdays on Today Page and Signals Tab

                                Birthdays which are entered manually to the contact profile do not show up on the Today page and Signals tab. This should be very easy and straightforward to implement, since the system already shows birthdays for facebook contacts for example.

                                44 votes
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                                  7 comments  ·  Contacts  ·  Admin →

                                  This request is currently under review.

                                  We agree that this feature would make a great addition to Nimble and we would like to see more votes!

                                  Please continue to vote for this feature and leave your feedback on this thread.

                                  For now, I recommend adding birthdays as an Event. When a birthday is entered as an Event, a reminder will appear on your Today page when that birthday approaches.

                                  Best,

                                • Add ability to link companies

                                  It would be useful to be able to link companies together and track the type of relationship.

                                  For example: "Company A is owned by Company B".

                                  41 votes
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                                    under review  ·  4 comments  ·  Contacts  ·  Admin →
                                  • I would love the ability to map my contacts to a google map for scheduling purposes. This would allow me to cover more accounts in less time

                                    One of the features from our current CRM is the ability to create a map with all the accounts and contacts in a certain city, zip code or state. This allows our reps to maximize their day by seeing as many people as possible.

                                    37 votes
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                                      5 comments  ·  Contacts  ·  Admin →
                                    • add navigation at the top of the page

                                      add navigation at the top of the page so you can flip through contacts without scrolling to the bottom each time.

                                      35 votes
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                                        3 comments  ·  Contacts  ·  Admin →

                                        Hi,

                                        We are reviewing the option to have page by page navigation at both the top and the bottom of your contacts list.

                                        We look forward to sharing more information in the future and we appreciate your continued feedback and support for Nimble!

                                        Best regards,

                                        -The Nimble Team

                                      • Offline use

                                        Would like the ability to use Nimble offline when necessary. A Unix Desktop app would be great that would sync back to Nimble. Or offline via iPhone.

                                        35 votes
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                                          4 comments  ·  Contacts  ·  Admin →

                                          Hi,

                                          At the current moment, we do not have plans to develop Nimble for offline use.

                                          We would love to hear your thoughts on why you would like to work offline, please share your ideas in the comments on this thread so we may review this at a later date.

                                          Best regards,

                                          Joseph

                                        • Tags should not be case sensitive.

                                          There is probably a reason for it being the way it is, but making tags case sensitive is annoying.

                                          29 votes
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                                            4 comments  ·  Contacts  ·  Admin →
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