406 results found
Our sales team is going to create a lot of Tags that we will use for some months and then we would like to put them in an archive, to make them invisible on the contactspage, rather then deleting them to be able to pick them up at a later point.
Access them later via the advanced search would be prefferred.0 votes
Thank you for your feedback and idea.
At this current time, we don’t envision changing the structure of our tag function in Nimble, so we must decline this idea.
Rather than having your team use tags, I recommend using the custom data fields feature for Nimble. Custom data fields are better than tags because they are less cluttered, more easily controlled by management, and you can export custom data field information to CSV, while we don’t support exporting of tags for now.
For more information about custom data fields, please take a look at our article here: http://support.nimble.com/customer/portal/articles/237319-custom-fields
If you have any questions about how to best set things up, please send us an email at firstname.lastname@example.org and we’ll be happy to help.
Thank you for writing in.
We do not plan on adding support for .xlsx formatting as opposed to .csv format because you already have the ability to export from Excel to CSV when you save your spreadsheet.
When you save your file in Excel, choose the file format to be “CSV (MS-DOS) Format”, and you will be able to import to Nimble.
If you have any questions, please feel free to write to email@example.com for support.
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.0 votes
When I open an email, I wish there were an easy way to auto add the contact record info into Nimble. I feel like I spend half my day cutting and pasting first and last names, with email.0 votes
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.0 votes
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!0 votes
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