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 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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add an undo option after a contact merge
it seem that i have merged two contacts that were not duplicates of the same person. Having an undo option after a contact merge is completed would probably be helpful to many
9 votesHi,
Thank you for writing in.
We will review whether or not to allow for an undo option after merging, and we will update this ticket at a later time once we have more information to share.
Best regards,
Joseph
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Ecommerce integration
I want a CRM that can connect to my ecommerce store. Specifically:
- Customers become contacts
- Sales data should be displayed when viewing a contact (i.e. orders to date, total sales, date of last order)
- Orders should be displayed when viewing a contact
21 votesHi,
At the current moment, we do not have plans to internally develop an ecommerce integration with Nimble and specific solutions such as PayPal or Google Checkout.
We have recently released an integration with Zapier (www.zapier.com) which will allow you to create a “trigger” between your ecommerce application and Nimble.
For example, a new customer in your Ecommerce software can be set to “Zap” to Nimble to create a new contact record.
We appreciate your continuing feedback and support and we would love to hear more about how you use Nimble. Please feel free to email us at care@nimble.com to share your thoughts and questions with us.
Best regards,
Joseph
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Automatically fetch company logo from company website
Can it be made possible to auto-fetch a company logo from a company website. In 9 out 10 instances the company logo can be found in the same place on a website. As a user I enter the company website, so it will be highly likely that Nimble can auto-detect the correct company logo. The gray company icons look really boring at the moment, but finding logo's by yourself takes ages.
3 votes -
I would love the ability to map my contacts to a google map for scheduling purposes. This would allow me to cover more accounts in less time
One of the features from our current CRM is the ability to create a map with all the accounts and contacts in a certain city, zip code or state. This allows our reps to maximize their day by seeing as many people as possible.
38 votesHi,
We will review the possibilities of integrating a maps application with Nimble, it definitely sounds like a great idea!
We will update this thread in the future when we have more information to share!
Regards,
-The Nimble Team
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Duplicate Contacts
There should be option of identifying the duplicate contacts in your address book which were not merged during import. It can be on basis of first name, email id or phone no.
7 votesHi,
Thank you for writing in and submitting this feature.
Unfortunately,we must decline this feature request. Our current merge algorithm seems to eliminate the chance of duplicate contacts appearing in Nimble since this feature was first submitted. In light of our merge improvements, we have decided that a duplicate identifier will be unnecessary for Nimble.
Thank you for your feedback and support for Nimble!
Best regards,
Joseph
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batch email everyone in a company
When looking at a company profile, it's great to see a list of the people in that company on the right side. It's even cooler that there is a drop-down when I click on each of these people and I can work directly from that small side-tab in messaging, creating tasks/events.
It would be great if I'm able to email everyone within a company all at once. At the moment, I have to go in to cut/paste each person's email address to message them all at once.
4 votes -
Link new contacts to their respective company based on domain
Hi,
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 -
Smart Contacts App Doesn't Work
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
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