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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416 results found
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When adding people in contacts - have the option not to add a separate company page
It is not always needed when you only have one contact at that company. This is especially important when you adding prospects from lists, then you call them and if they are not interested you have to remove both people and company page. I hope this makes sense
4 votesHi,
Thank you for your feedback.
Unfortunately, we made a decision to create separate company and contact records at the outset of the application and we don’t plan on changing this feature.
If the “company” field is filled out on a contact, it will create a record for the company as well. This is all based on our database design.
I also want to mention that if you delete a contact and they are the only person related to a company, you will be prompted to delete the company record as well because no person is working at that company.
I understand that this may require different thinking for your current workflow, therefore, we are always happy to provide assistance if you write to us at care@nimble.com.
Best regards,
Joseph
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Attachments in notes
We often send letters by mail and it would be great to have the functionality of adding an PDF attachment to a Note.
Also...being able to a PDF attachment to a Group Note (another "wish")
Thanks, John
6 votes -
to connect the who viewed my profile on linkedin into opportunities in nimble.
The best should be a automatic version.
Which is engaging you to interact with the persons who are viewed the profile and remember if it's more than twice in a week to create a invite if not connected already.3 votes -
Sort Contacts by recent activity
It would be great if we could sort contacts by recent activity and then be able to export them
1 vote -
Allow Default Contact Sort Order
Please either make the default contact order last name, first name or allow this to be chosen as the default. It is very unproductive to have to click on sort, then the name drop down, then last name, EVERY time I click on Contacts!
5 votes -
Contacts response Integration with Mailchimp as promised in May 2012 -Implement Phase 2.
Phase 2 integration with Mailchimp was promised in May 2012.
When we use Nimble contacts export to Mailchimp, customer response (bounced, read etc) is returned to Nimble contacts record as history4 votes -
Allow filtering on empty field
For example, I would like to search on contacts without assigned "Lead Type". At the moment, it is possible to do this by filtering using "Is not" for all the lead types. An easier way would be to simple allow filter based on empty / blank field.
5 votes -
PLEASE Make it possible to scan business cards with ScanBizCards (best one) straight into Nimble not through address book
not sure what rapportive can do or v cards so many people come without v cards or gmail so we just need something quick and easy like biz card intergration
1 vote -
Allow toggling on/off top three feature
I don't need the daily top three feature for what I'm doing. It'd be nice if I had the option of turning it off.
1 vote -
Add Gender to Contacts
Simple and easy, just add a gender option to the contacts details.
3 votes -
1 vote
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Add Direct Phone Number option to the phone number field
There is often a switchboard and a direct phone number for a person in a company, so it would be good to include Direct Phone Number as an option.
1 vote -
stop asking if I want to rename the company when I remove a company name from a contact.
Stop asking if I wish to rename the company when I remove a company from a contact. It is much more likely that the contact has left that company than the company has changed its name.
3 votes -
First Name, Last Name or Last Name, First Name option in results
In search results, it would be nice to have the option to make names
appear First Name, Last Name or Last Name, First Name, and then the results to appear strictly by the first letter of each name.1 vote -
There should be a dropdown on the Phone field in the Add a Person box
The Add a Person box contains a "Phone" field but it should be a drop down of all the Phone types, otherwise you waste time having to edit the Phone type afterwards once the contact has been added.
1 vote -
Allow for setting specific fields as required
I want to be able to set certain fields as required fields before myself or other team members can create a new contact record.
6 votes -
Group contact info (name, title, address, phone, email) so I can easily cut/paste it wherever I need...
I often need to email a contact to someone else or prepare a quote. Right now I find myself copying their name, then their address, then their phone, then their email individually because they are not displayed in a single region... This is very time consuming and inefficient. I'd like all contact info to be grouped so I can do a simple copy operation.
3 votes -
Twitter contact import as company or person option
Currently contact import only imports as person. As a temporary work arround (convert person to company, etc), insert option on twitter import to import as company or person
7 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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Can you add website to the dropdown when you add a company's url?
It defaults to blog, which is incorrect. It would be nice to have website and if a user wanted to add the blog url as a separate item, great, but it should not mis-categorize entered data.
2 votes
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