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.
410 results found
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add 0% to the menu on the customer "assign a deal" section
this seems more like a little bug than a feature request. the drop down menu to assign the % likelihood of a deal, when assigning a deal from the contacts section, does not include the option for 0%. This would be really helpful to add.
2 votes -
offer in-line editing from the grid view
faster & easier way to mass edit
2 votes -
Add a field for the Assistant's information
It would be nice to have a place where you can put who the executives assistant is and their phone number as well.
2 votes -
sync with iPhone contacts
I would like to be able to sync my iPhone/iPad/iMac contacts
2 votes -
Show at least 2 phone #s and the phone type in main contact view
I hate that I have to click edit or the contact info tab to see multilple phone numbers or to know which phone # I'm about to dial. It should show multiple phone numbers in the main contact view, and next to them should be "office" or "mobile" etc. So simple - its weird you guys have such a cool app and have missed things like this that any sales person who makes lots of calls would never miss.
2 votes -
have an option to show complete notes - not just the summary in the history tab, and not require that you open the popup.
Our sales staff say that they like the CRM very much, but before taking the step, they say they lack the option to show complete notes - not just the summary in the history tab, and not require that you open the popup.
I.e, they want to see notes in the feed completely, not have to open a dialog for each of them. There should at least be an option to select to view notes this way, even if you have to select it yourself.
2 votes -
Leads Tab
Instead of lumping lead and contact management together, please add a Leads tab. Some preliminary thoughts: People marked in the Contacts tab as Prospects or Leads would be added to the Leads tab. The existing Pipeline view could be duplicated and repurposed for leads, showing by default Prospects, Uncontacted, Contacted, and Closed. Users could click into the leads to edit their fields, and when leads are closed as a qualified leads, they would be automatically converted to Deals. The tab should also allow managers to assign leads to team members and users to rank leads, changing the color of their…
2 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 -
Compatability with Google Voice Chrome Extension
The Google Voice Chrome Extension makes phone numbers clickable so that with a couple of clicks I can call with Google Voice. It works on most websites, but not on yours. I'm guessing the GV javascript runs before you download the number. Maybe you could just wrap all numbers with the GV code, see example:
<span id="gc-number-0" class="gc-cs-link" title="Call with Google Voice">570-123-4567</span>
1 voteHi,
Thank you for your suggestion, we are looking into various avenues for phone integration with Nimble, I will put this under review.
Regards,
Joseph
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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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Option to turn off Merge Confirmation
... allow turning off Merge Confirmation when doing lots of them.
Right now, being asked every time to confirm is also a pain in this case. I understand it makes sense when you occasionally invoke the function
1 voteHi Sergiu,
Thank you for your suggestion.
Unfortunately, we do not plan on turning off this function because it provides much more value to our users as a warning before merging.
To avoid receiving this message, I recommend exporting all of your contacts to CSV.
From the CSV file, merge the duplicate contacts in Excel.
Next, delete the contacts in Nimble, then run the import with all of the merged contacts on the clean CSV to Nimble.
If you have any questions about this process, please write me at care@nimble.com.
Best regards,
Joseph
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Get the email id of contact from LinkedIn profile's email fields and populate it in Nimble.
For connected LinkedIn contacts, LinkedIn already has contact details such as email and phone , address, etc.. Copy those details over to Nimble. Nimble keeps saying it does not have email for person X and I click through to their LinkedIn profile and I see it there. Wondering why it can't be pulled through to Nimble, via a periodic or live sync.
1 voteHi Roshan,
Unfortunately, Linkedin does not make this information available over their API, therefore, we cannot populate it in Nimble.
If they ever make this information available over their API, we will definitely do what we can to make it available in Nimble!
Cheers,
Joseph
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Make contacts searchable by "Marked As Important"
I would like to combine "marked as important" with other search criteria in the advanced search.
For example, I would like to create a list of all my contacts that are "marked as important" AND "tag = headhunter" AND "country = USA".
Without this feature, the "marked as important" thing is not very useful and I end up tagging my contacts with something like "influencer".
1 voteHi Vince,
This is a feature that’s currently in development. I agree that it’s important to be able to search and sort on this value. I’ll update this when we add it to Nimble.
Cheers,
Joseph
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import multiple vcards at once.
We are wanting to move to your service but with large numbers of contacts individual vcard imports is out of the question. It seems to be the only way they import exactly
1 voteHi!
We recommend combining contacts into a single vcard file to upload them all at once in Nimble. This will help achieve the end-goal of uploading contacts to Nimble from your vCard files.
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Take the footer away that is in the middle of the page instead of at the bottom
Please take the footer to the bottom of the page in contacts instead of covering up a name in the middle
1 voteHi Naomi,
Thank you for your feedback.
Could you please send us a screenshot of exactly what you are referring to at care@nimble.com? This will help us shorten our feedback loop since this is our feature request forum and care@nimble.com will reach us at our support channel.
Best,
Joe
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Spell check is a pain when it comes to entering names in contacts.
Please curtail spell check in the names field. I find more often than not I have to re-enter names, sometimes multiple times, because of spell check will change it to an item, name or whatever it chooses!
1 voteHi,
It sounds like this might be an issue related to your operating system or browser since Nimble dos not have a spell-check function. Please send us more details at our customer care channel – care@nimble.com – we are always happy to help.
Best,
Joseph
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disable spell checking on contact name fields by decorating the html form fields with the appropriate HTML attributes
when I am entering a new contact, the browser (safari) wants to spell check and auto-correct the name.
It is possible to define the HTML form with appropriate attributes to tell the browser not to auto-correct.
1 voteHi Mark,
This issue arrived in our feature request forum which is not our customer care channel. Could you please write to us at care@nimble.com? This is the best way to reach out team for help.
Best,
Joseph
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Not able to see all contact informamtion
I have added all the contact information but when I try to look by company I am not able to see even if I go into the contact the contact person or other information.
Same as if when in people some times do not see the company information.
Would like to know why all information in all catagories is not showing up.
When in company it ask me for a contact person, I have already put that in People along with the company information.
Something is not merging1 voteHi Bill,
Thank you for reaching out.
This case reached our Feature Request forum, but it’s best suited to reach us at Nimble Customer Care via care@nimble.com.
Can you please share more details with us at care@nimble.com to help us clarify the issue?
Best,
Joseph
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survey monkey
Please provide an option to integrate into Survey Monkey so that contacts can be selected or enrolled to receive surveys based on our list of master contacts.
1 vote -
Tags background colour should be brighter
I think the grey background of the tags makes the white text difficult to see so it would be better as a brighter colour.
1 vote
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