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416 results found

  1. Focus on the clients

    I suggest that the support team focus more on the existing clients, the needs they have, and try helping problems out, not just sent a link or ignore it. I have been waiting 3 days for help - and no help is given. So the suggestion is to be more human, not just see it as a "ticket support" with you on one side and the clients on the other side, it will also help you a lot getting more clients in.

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  2. Would like to separate the users contacts by adding permissions so other uses can have private access to clients

    3 votes
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  3. Add the ability to Reset Reminder while bulk editing in search mode

    When looking at one person's page I can click the Stay in Touch icon and get a drop down of
    *Weekly
    *Monthly
    *Quarterly
    *Annuallly
    *RESET REMINDER
    *No Reminder

    When bulk editing via searches I get a list that EXCLUDES the Reset Reminder:
    *Weekly
    *Monthly
    *Quarterly
    *Annuallly
    *No Reminder

    ADD the Reset Reminder to the bulk edit dropdown for Stay in Touch

    5 votes
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  4. Automatic USPS verified/approved addresses with Zip+4 via free USPS API

    Use the free USPS API to verify & format addresses to the USPS standard, including Zip+4

    Add a method to verify individually, or verify all addresses.

    Mark a verified address as 'locked' (see my other suggestion)

    1 vote
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  5. 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
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  6. Provide an option to display social media profiles based on the contact's full name.

    I get social media profile suggestions based on last name with no regard to first name. If a person's name is Abigal Adams, I need to see all social media contacts for "Abigal" Adams not John Adams, Sam Adams, Susan Adams, etc.
    Thanks.

    3 votes
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  7. Make it possible to do a universal change on lead details

    i.e., on a specific field for a group of records, such as changing a selected group of people to a specific lead type all at once, similar to tagging a group at once.

    1 vote
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  8. Sort the Tags column in the Contacts list alphabetically

    It would be much easier to visually scan for missing or obsolete tags in the Contacts list if they were sorted alphabetically within the Tags column. Currently they appear to be sorted by the order they were added to each contact record.

    1 vote
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  9. 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
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  10. Make the app better by allowing current businesses to be indexed and found when scanning a business card. Your card scanner is also buggy

    2 votes
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  11. fix the contact details issue of multiple equivalent entries

    I have often several times the same email in contacts (from merges?) -
    they can easily and without risk always be handled. Example:
    Work belit@bdli.de Other Belit@bdli.de Other belit@bdli.de .
    Clearly, all these emails are the same. Merge them. In such situations, easy: always delete those with the "Other" tag.

    1 vote
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  12. Ability to Archive a Segment

    I use Segment for projects to group people on the fly - might create several unique to a client or project - then the project ends. Would be awesome to "archive" segments to just remove them from the main "Contacts Interface" such that it shows only current segments of value.

    3 votes
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  13. indicate the frequency of contact with the stay in touch icon so it's possible to see that at a glance

    It would be helpful to be able to scan this in the contact list.

    1 vote
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  14. Use the client email address to populate the business website

    It would be great if Nimble could guess the business domain based on the email address of the client.

    e.g joe.bloggs@samplecompany.com -> the business domain is highly likely to be "samplecompany.com"

    You would need to filter out the obvious gmail/outlook email addresses but having a tick icon like you do for the social channels that we can quickly tick if correct would be great.

    1 vote
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  15. Integrate with Full Contact

    Full Contact has a brilliant process for taking in lots of now contact info from business cards and email signatures. They also have great de-duplication tools. Most of my new contacts go through Full Contact before anywhere else in my workflow, and it would be great to sync with Nimble so that when I scan a business card the new person shows as a contact and a potential lead.

    1 vote
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  16. iCal to create an event

    would be great to either upload or drop an ical link from an event onto the event entry for a person

    3 votes
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  17. Add "Nickname" to Contact Fields

    And allow the option to use that as their greeting.

    For example, someone has "Raymond" on their card, but I know they go by "Ray." Still, I want to respect their full, formal name as well.

    3 votes
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  18. Linkedin states don't always transfer in right to Nimble.

    3 votes
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  19. fix your auto search

    When typing a name in the search bar -- if one is slow -- it make suggestions, but then the suggestions go away, then it will only find the contact if you typed it exactly and typed the entire contact name. Seem to me, you ought to be able to type in the first 4-5 letters, hit enter, and it would bring up all that start with those 4-5 letter. It very awkward and a time waster.

    1 vote
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  20. CONTACT INFO

    put all of the contact info BACK under the contact tab. One click was super convenient! All this clicking around now is killing me...AND WHERE DID THE "SERVICE" "CELEBRATION" tabs go under contact info tab??!? This is all becoming very inconvenient :(

    3 votes
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