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.
416 results found
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Find a way to import "2nd degree" contacts from Linkedin or Facebook.
Not sure if it is so simple but it would be very powerful in prospecting - especially if you know who they are mutually connected by.
If for example, Ms. X is connected to 2-3 "customers" (probably people with similar interests/profiling) then it is a shortcut to assume Ms. X has potential - worth calling her to find out!!
This will be massive in recruitment cold calling. i.e. headhunting. Star players usually hang with star players.
3 votesHi Murray,
Thank you for writing in.
Unfortunately, we’re not able to access 2nd degree contacts from LinkedIn or Facebook’s API, therefore we must decline this feature request.
In all honesty, we would love to have this feature in Nimble as well, it would make it much more powerful and if it is allowed in the future, we will likely revisit this feature.
Best regards,
Joseph
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change the icon photo import; so that instead of squeezing a rectangular photo to make it square, it cropped it.
Right now, when I import a photo that is NOT square, the photo is squeezed and people look weird and thin. You can keep the square frame, just allow the rectangular image to be cropped. Then people will look like themselves. :-)
2 votes -
On Contact List can there be a flag to distunguish Company from Individual records?
Hi, I imported a CSV file into a Tag Group recently. Nimble has created individual and company records. when i now look at contacts in the group I see records for people and companies together.
Can you add a criteria box at the top to select Individuals, or Companies or Both, alongside the SORT by name box.
Thanks
1 voteHi Mark,
Thank you for writing in.
For sorting, we already provide the option to segment contacts by Company or People on the left-hand side of the Contacts tab.
It sounds like you may be sorting contacts out from under the “All” selection under the Contact tab, which results in companies and people mixing together.
If you want to sort by name for Company, be sure to select “Company” on the left-hand side before making your sorting selections.
The same practice is to be taken for People.
I hope that this is helpful. Please write to us at care@nimble.com to discuss this in further detail.
Best regards,
Joseph
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Automatically tag users imported from HootSuite
Nimble's integration with Hootsuite is pretty powerful. We use it to find new leads. I'd like to be able to easily find those that I've imported to Nimble. It will be best to do it using tags.
3 votes -
automate contact "address" fields to default social profile city/country settings.
If you want to go global this would make life easier.
E.g. I work in Tokyo and my BD leads are US but "sales" leads in Japan. All the sales lead contacts have Japan or Tokyo listed in Linkedin and Facebook but when I import them that data seems not to be included. Thus if I do a search it pulls in people from all sorts of location.
If I use Adv. Search it comes up short so I need to manually go through thousands of Contacts to assign Address/Country.
If there is a better way, please advise!! Otherwise I…4 votes -
It would be very helpful to enter the notes section of a contact and be able to read the whole note and no just the title.
I'd like to be able to go into the notes section and be able to read the full notes in a timline form, instead of having to click into each specific note. It's an additional step and doing it over and over again to get caught up on a contact is frustratingly inefficient. While utilizing a pop up window for editing does make sense, being able to read it creates more work. We are busy and ease of use is key in crms. Thanks.
23 votesHi,
For now, we are declining this feature request because we like the compact view of notes on contact records.
If this feature garners enough votes, we will reconsider, but most of our feedback in this area has been positive so we don’t plan on changing it just yet.
Best regards,
Joseph
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Allow me to enter a Linked In URL for a contact even if I have maxed out my API calls
I just imported 180 contacts and am going through cleaning up their data and adding important information. Most of the time you find them on FB and Linked In, but sometimes you don't. That's ok because I can get their URL and enter it manually. Until I run out of API calls. Once that happens, the updates I make to their profile cannot be saved. I have to wait (some unknown amount of time) until I can again enter the information and save the profile.
2 votesHi,
Thank you for submitting this feature request.
Unfortunately, our URL field for social profiles is set to call on LinkedIn or other social networks to verify the profile and we aren’t able to set it to save a URL without sending a call.
Because of this, if your profile is maxed out for API calls, the LinkedIn URL will not be able to be added in the LInkedIn URL field.
Our best suggestion for now would be to add the LinkedIn URL as a standard URL on a contact record, tag the contact, and then come back at a later time once your LinkedIn API throttle limit expires.
If you have any questions, please reply to this thread or email us at care@nimble.com.
Thank you for your continuing feedback and support!
Best regards,
Joseph
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Allow delete saved contact search without having to RUN the search
Right now, you only see the "delete" link when a search has been run. That makes deleting multiple searches quite cumbersome. Suggestion would be to add a "delete" option in the left sidebar, right next to the saved search.
1 vote -
Add quick add contact link in search result view
Add quick link to add a contact in the search result view to add contact when no contacts match.
Right now, you can only refine your search or delete it. Nine out of ten times, when I get a "No Contacts Matching" message, I will want to ADD the contact (person or company)
7 votes -
1 vote
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go Soocial
Why don't you guys connect with soocial.com
That's a great tools that allows contacts synch with many different sources like Gmail, Windows Live, Yahoo, iPhone... All you would have to do is to write the right connector.3 votes -
Create Email Label for "No Longer Current" Contact Email Addresses
We currently can label an email address as "Work," "Personal," or "Other."
I suggest a fourth label to indicate an expired, no longer current or invalid email address that we could use when a Contact changes employers.
For example, when Suzie Q leaves Acme Widget Company, suzieq@acmewidget is no longer an email to reach this person, nor is it a valid email to reach anyone at Acme Widget Company.
However, I do not want to delete this email address because I want to keep all of the correspondence associated with it.
I'd like to keep those messages associated with the…
7 votes -
Base Recent Contacts on home screen on interactions, not just which records were opened
The list of recent contacts on the home screen is only based on which ones we have viewed directly in Nimble. It would be awesome and incredibly useful if this was updated automatically based on our interactions outside of Nimble such as
Messages sent / received
Recently created event or task
Upcoming event or task
etc.The beauty of Nimble is the ability to gather lots of information about our interactions - why not put this to use and give Nimble the ability to predict what information we need before we even need it?
2 votesHi,
This is a great feature request and we will definitely place it under review.
We have recently rolled out the “Recently Contacted” feature so we certainly have many enhancements to make. This is a perfect example of how we can use information from interactions to better your CRM experience!
We look forward to sharing more about this potential feature in the future, thank you for this suggestion!
Regards,
-The Nimble Team
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Show two phone numbers on the Contact Record summary panel.
Most B2B contacts have an office and a mobile phone number. It would be really useful to see both of them on the contact summary panel.
9 votesHi,
Thank you for your feature request. At the current moment, we will probably not make changes to the amount of contact information shown on the top of a contact card.
If you would like to see the phone numbers for a contact, click on the “info” sub-tab and you will be able to see all of a contact’s phone numbers, email addresses, etc. from a single view.
We appreciate your feedback and support!
Best,
-The Nimble Team
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Auto-format phone numbers
It's annoying that phone numbers don't auto-format. It would be nice if phone numbers would be auto-formatted as you enter them, just like on Salesforce.com
22 votesHi Andrew,
We will review the potential to auto-format phone numbers in Nimble.
After we’ve reviewed this feature, we will update this request!
Regards,
-The Nimble Team
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Improve contact import from email (batching, better scraping of info from signatures)
Importing contact info from emails is a nice feature, but currently very limited. In order to make it awesome, it needs the following:
Add an easy way to batch process emails which are not yet attached to contacts. I'd like a screen where I can see all the people I've received emails from or who were CCed on emails who are NOT yet contacts in Nimble, so I can check which ones I want to import.
Try to intelligently scrape information from a contact's signature, such as Full Name, address, phone number, etc. to add to the contact record.
17 votesHi Tim,
This is another great feature suggestion and we are putting it under review. We will share more information in the future when we have more to share.
Best regards,
-The Nimble Team
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Allow cc'd contacts in email to be imported easily
Most, if not all, referral leads I get from clients are done through an intro email where referral lead is cc'd on that email. Unfortunately, it seems that Nimble does not have that feature making it a manual job to add the contact. Just something small that would make life easier.
3 votes -
have a browser extension for clipping text and adding to a contact
create a Chrome (or other) extension. So that when I am browsing the web i can select some text and then add it directly as a note to a contact record. Buzzstream have this and it is way cool
6 votes -
2 votes
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4 votes
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