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.
43 results found
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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 -
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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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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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 -
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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Create blacklist function for contact import
When I imported contacts from Google Contacts, a bunch came in that I didn't want. I've deleted them, but when I went to re-import because of an earlier error, they all came back. There needs to be the ability to delete/blacklist certain contacts in order to keep them from re-importing into the system.
8 votes -
You definitely have all the right Social Sites, need to take, all my Contacts in Google plus and add them to my my facebook friends list
You definitely have all the right Social Sites, need to take, all my Contacts in Google plus and add them to my my facebook friends list; when one clicks on the, "find friends"; option, on facebook, one of the options is to insert a CSV file, you need a CSV conversion setup of some type, that will all for, adding Google Plus Circles, and Gmail contacts, to be converted to facebook friends list, via; CSV file option, in facebook, "find friends", option.
2 votesHi,
Thank you for submitting this request.
For now, we do not have plans to cross integrate between social networks within nimble for adding friends. Instead, we search across these networks through our Social Profile Match feature to help you locate contacts when they are in Nimble under one network.
Thank you for your feedback and support!
Best regards,
Joseph
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Improve ease of contacting someone with fewer clicks
The send-message drop down in the contact bar next to Edit, Add Activity, etc. on a Contact's page, should instead be a Send icon (or small text) with the icons of GMail, FB, Twitter, etc. on it. This way, I can send a message with one click instead of two. Also, I should be able to have the same option to contact someone in the search results without going to their contact page first. That's another click saved. And if you had auto-complete in the search, with their name as well as a Message... or Action... link in the dropdown,…
3 votesHi,
We are going to stick with the drop-down menu for sending messages across multiple networks for now. Our main reasoning is that we want to reduce the number of buttons from the menu on contact records.
Thank you for your feedback and support.
Best regards,
Joseph
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match the import notifications to the name of the file that had been imported.
When doing multiple csv imports, it can be difficult to tell exactly which import has been completed since they are not always completed in order. Can we include the file name in the completed import notification that is emailed to us? Please and thank you, Charlene!
4 votes -
Have the Nimble Twitter field accept usernames as just the username AND @username AND http://Twitter.com/username
Have the Nimble Twitter field accept usernames as just the username AND @username AND http://Twitter.com/username and ideally even the Twitter URL https://twitter.com/#!/growmap if that is possible. (May not be with the #! in it.)
The reason is that it speeds up our using Nimble because can copy/paste from any source if it did not give validation errors for the full URL - even the clearn full URL.
3 votes -
Show more tags (and/or custom fields) for the Company part of the Person contact view.
That one to the right. Just leave them uncollapsed by default.
7 votesHi,
Thank you for submitting this feature request regarding our display of tags in Nimble. At the current moment, we feel satisfied with our tag display and we do not plan on changing to a collapsable list.
We appreciate your feedback and support for Nimble and we definitely encourage you to vote for other features on our forum, we love feedback!
Best regards,
Joseph
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Import contacts based on groups | circles from Facebook or Gmail
Therefore using the existing curiation of contacts in facebook or gmail to increase the filtering of contacts imported and reduce the contact list "clogging" up with unnecessary or unhelpful addresses.
e.g. "news@blog.com" or "support@help.com"4 votes -
Allow contacts linked to an event be actioned from a contact search by tag where the tag is the event name
You can add a contact to an event, but are unable to action a list of contacts who are linked to the event. I.e. I want to export to Mailchimp the list of contacts who have registered for an event manually.
3 votes -
Shipping and billing address should be standard for companies
I would like to see shipping and billing address on by default for companies. And work and home addresses on by default for contacts (not as critical as the first one, though).
4 votesWe will likely not change the address field designators we’ve already chosen for Nimble to keep everything simple.
Best,
Joseph
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integration with mixtent
like to see how my contacts stack up on skills
2 votesHi,
At this time, we do not have any plans to integrate with Mixtent.
When this request receives more votes, we will investigate the possibility of bringing it to fruition.
Best,
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Give an option not to merge contacts with duplicate email
Obviously it's not ideal, but sometimes we have customers that give the same email address (office@, info@ etc). Nimble helpfully suggests merging, but sometimes I'd like to be able to choose not to merge, but keep multiple contacts with this email associated.
2 votesHi,
Thank you for writing in.
We will likely not allow for keeping duplicate contacts with separate emails because we support storing multiple emails on a single contact record.
Most of our users have requested the ability to keep as few duplicates as possible, therefore, we must decline this feature request.
Best regards,
Joseph
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Contacts tab - List View display more than 30 contacts
By: Jose Antonio Ribeiro Neto
Sometimes for easy operation, could be very interesting show a little more users per page.
Nimble shows only 30 per page.
It'd be great if Nimble can show more.
10 votesHi,
For now, we are not going to show more than 30 contacts per page in Nimble.
If this feature receives an overwhelmingly large amount of votes, we will reconsider, but this is our decision for now.
Best regards,
Joseph
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Add images to the client - log events. For now I am just linking to images I have to fist store on my server.
Right now the only thing I can add to log events (as far as I can tell) are words. I would love to be able to drag and drop or upload images that show up on our client notes / log events.
3 votesHi,
Thank you for submitting this feature request.
At this moment, we do not have plans to have the ability to add images to events that are logged in Nimble.
If this request gains enough votes, we may revisit it in the future, but it is not on our backlog of features to add to Nimble for now.
Thank you for your feedback and support!
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Add a 'documents' tab in the contacts view
I several emails I attach (important) files. And with the large amount of emails that are send it sometimes hard to find back a certain file. Is it possible that Nimble find them for you. So next to the 'message','activities' and 'deals' tab a 'documents' tab. When you click on it you should see a complete list of all the files that were send to that specific contact or (in company view) to a contact belonging to a certain company.
23 votesHi,
At the current moment, we do not have the ability to search messages that contain file attachments from within Nimble. If you are currently using Gmail, you can use the advanced search function to search for emails sent with specific file attachments.
With regards to attaching documents to contacts, we are looking into integrations with various cloud document storage platforms to allow for better ease of access to documents that are related to your specific contacts.
If you have any questions, please email us at care@nimble.com, we are always happy to help out.
Best regards,
Joseph
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Allow changing of name of Company to Family for not for Profit Use
I'd love to use this for my not for profit group. I can use it as it with a few compromises, but would love for other users to be able to not have to. We work with families and members, rather than Companies and Contacts.
5 votesHi,
We do not have plans on adding the ability to change the name of “Company” to other names.
While we understand the need for customization and we see its importance, we have decided to decline this feature for the near future.
Thank you for your feedback and support!
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