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.
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406 results found
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Prioritize the main number to show in the contact's phone number rather than the fax number
This is a design issue - you show the main phone number in the contact list or the company profile view; currently if there is a fax number it is shown in the place of the Main number, regardless of the tag. It appears the fax number always take precedent. Its a simple thing but such a time waster scrolling through the contact info to find the main number.
1 vote -
Associate emails with contacts/companies when they are not recipient
For example, if there are internal emails (e.g. a draft scope of work for internal review) related to a contact, company or deal for which the Nimble contact is not the recipient, it would be great to be able to associate those with that contact, company or deal.
3 votes -
Show social media feed (i.e., Twitter and Linkedin Posts) of contacts in the Contact page
It would be helpful to add contact's social media feeds under the Contact's page, so I could visualize that what they have been focusing on and topics into. This will help sales to engage. The current way of including only in the Signal page is not helpful as one need to draw correlation annually or add notes.
1 vote -
Sort by Company
Add Sort List By Company Option to the Filter in the Table Settings area
It allows me to sort by "Last Contacted" and "Type" which I use often, but I want to see all the company names sorted first, then by name so I can quickly see wrong data in the other field columns.
3 votes -
MAss Edits
Currently, we can add a tag to a mass list which is nice... however we cannot remove a tag from a mass list... please consider adding this function.
3 votes -
1 vote
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add spouse option in contact info
I utilize CRM mainly for individuals and households. It would be useful for me to be able to add spouse info such as name, email, phone, birthdate.
4 votes -
Add company contacts from new company page - have info pre-filled
I have two things I do day in and day out. And I'm finding that Nimble doesn't do them particularly well.
- Show me a list of my companies AND all the contacts in a concise summary
- Allow me to EASILY add new contacts to the company I'm viewing with minimal clicks and data entry.
The newish UI has an "add contacts" displayed when I'm looking at the company screen but when I click to add I have to fill everything in - it won't pre-fill that the contact works at the company that I am on.
1 vote -
Link new contacts to their respective company based on domain
Hi,
I noticed that some contacts do not link (or get attached to) to their rightful company even when the email domain of the contact matches the website domain of the company.
As a result, we lose time and valuable insights since some contacts are floating around the database.The current workaround I found is to export all of our database into a CSV file and manually review everything to then re-import. This is not optimal.
I've seen in other CRM a "Find Account" button that solves this issue.
Could you add this "contact and company domain matching" function?
Thank you!
3 votes -
Need an Easy Way to Add Google Contacts
Really we do. The current synching of Nimble with my Google account brings in 13,000 contacts, which is 11,000 more than I have. Where the extra 11,000 are coming from i have no idea, but something's obviously severely screwed up with this process.
If i try an alternative and use the Google Contacts option I have to individually remap over 100 fields. Not going happen.
Surely there must be a easy and simple way to get my Google contacts into Nimble? Other CRM's manage to do it, why can't Nimble do it?
4 votes -
Smart Contacts App Doesn't Work
The smart contacts app doesn't work anything like what Nimble says it does. There doesn't seem to be any way to add contacts from your social pages. Very dissappointing.
1 vote -
Fix Buggy User Experience (this is not an idea, I am sharing feedback but the app is filled with little frustrations like this.)
So, I, by accident, confirm a social media account as a contact's which would say about the contrast of those buttons and false click ratio (which I am sure is not the most important KPI).
Their picture gets collected and there is no way of taking that picture down or changing it. Yeah, yeah, the system will process it I am sure but it's not good enough.
I change to a custom layout in my contacts, click update I think three times and still come back to see the old layout.
I click on share feedback, only to end up…
1 vote -
Company pending & history should show all employee history
Company pending & history tab should show all employee history. Now I register calls with contact A en B at Company XYZ. But these call logs only show at employee where other CRM systems als show all logs with all employees at company tab
1 vote -
Email accounts such as yahoo.com, google.com, outlook.com should be identified as personal email.
Email accounts such as yahoo.com, google.com, outlook.com should be identified as personal email. Many emails default to Work, especially when imported from LinkedIn. Create a sort of whitelist of domains that are automatically classified as personal. This also helps identify gaps so that I can Prospect for work emails.I had done an export and re-classified emails, instead it just added the 'gmail.com' address as a personal while keeping the same address as work.
3 votes -
Add a check box to lock addresses, phone numbers
I use addresses a lot. Nimble adds all kinds of incomplete addresses to the list of addresses for a person or company. These sometimes show up above a correct address I have verified, making them 'address 1' in an export.
Add a check box next to an address to lock an address as a main (top) address for the address type that does not get updated by Nimble. Nimble can still add all the bogus addresses, but they won't be picked as 'address 1'. There could be a main Work, Home and Other address checked
The same applies for phone…
2 votes -
copy contact information to share
I often want to share contact information in an email with other people to make a referral or introduction. Goldmine had the ability to click a single button to copy the Name, Company, phone numbers and email address into the text buffer to paste into an email or document.
1 vote -
Allow users to default to "Custom" table settings view instead of Sales
I'd love to be able to setup the "Custom" view under Table Settings and default it. My CEO has some pretty specific things he wants shown, and it's a pain for him to have to click Table Settings > Custom > Update every time he loads the list of contacts.
9 votes -
Referrals - Create a referrals entity to track both those given and those received
I'd like to be able to use Nimble to track:
1) Two contacts that I have referred to each other and to record any business they do that they tell me about.
2) Referrals made to me so that I track the business gained through that referral. (ie with a link to the deals that then flow)That means that when I view a contact I know immediately if I have referred them to someone else, or if I have had business as a result of their referral.
That will help with nurturing my supporters and understanding the relationships better.
4 votes -
Add a link beside a address to open in google map
Add the ability to click on a link beside a contact address to open in google maps.
4 votes -
Add support for more URLs.... We have clients with .gov.au. AND .global clients the system is not allowing us to add their URLS !
We are constantly unable to add customer domains ! We keep getting a not Valid URL warning !
4 votes
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