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.
91 results found
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It would be helpful
When you bring up your contacts that you can also be able to source them by state location and create tags like - specialty, business type or categories i.e. medical, marketing, sales, doctors, societies and or organizations This would allow more orderly approach to managing contacts within the network so that you can drill down to what you need.
1 voteHi Quintin,
Thank you for writing to us today.
At the current moment, you can search for contacts on these criteria by using the Advanced Search function in Nimble.
You can run advanced searches on contacts based on location, and from the list, you can add a tag to these contacts.
Please email us at care@nimble.com and we can provide you with the exact information you will need to achieve your needs!
Best regards,
Joseph
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6 votes
Hi,
We have now fixed this issue in Nimble. When you send a message from a contact record, you will be redirected back to that contact!
We’re working on many more flow improvements in Nimble, we’re so excited to share them with you!
Best regards,
Joseph
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Set a contact's primary email address
Each contact really needs to have a means to suggest a "primary" email. At the moment it appears to be random what is at the top of a list (where you have multiple emails for a contact).
This is important as this is the email that is displayed on the contact summary page, attached to the user's name in tasks/activities and elsewhere.
It is also important to establish what is the best way to reach someone
13 votesUse “Main” as the primary email designator.
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Advanced Search should allow you to search for any fields not just a few (ie: lead status)
Allow Advanced Search to search for any fields not just the current ones listed.
59 votesHi,
I hope that you are having a wonderful day today.
You may now search all fields in Advanced Search in Nimble, including “Lead Status”.
I understand that this was a pesky feature to not have in Nimble and myself and the team appreciate your patience while we worked this feature into Nimble.
If you have any questions, please email us at care@nimble.com and we’ll be happy to help.
Best regards,
Joseph
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filter and sort by ratings
SHould be able to view ratings and sort contacts by ratings. Also need ability to filter contacts / companies by ratings.
9 votes -
Create a "watch list" of contacts and an easy way of marking them to be watched
There are certain high priority contacts I want to monitor carefully. I'd like to be able to have them all appear on one screen.
I realise I could do this by tagging them as "watch" or something - but that's quite a slow process - many clicks needed.
What I'd like is just a space in each contact record like the stars you have now where I could just click to add them to the watch list. Then a button or menu item to look at the watch list. That would make my workflow much simpler.
Thanks!
1 voteHi Ian,
Thank you for writing in.
At the current moment, you can add a tag to contacts that you would like to specify for a certain “watch list”. Then, you will be able to select all of these contacts from a tag on the Contacts tab.
Thank you for your feedback and support!
Best regards,
Joseph
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can copy and paste an address
On the contact screen, please display the contact's name, company and address so I can just copy and paste the address to use on an address label. Why do I have to copy and paste everything individually, and then add line breaks? Does no one send letters or packages any more? Thanks!
1 vote -
Create a contact directly from new email/social interaction
I'd like to have the ability to simply click on an email/social interaction that's not yet a contact and create a contact from it. When receiving emails from prospects or interacting with new contacts, this would allow not having to create the contact from scratch.
24 votes -
Sort search results matching a company with company first, contacts later
When searching for a company record, I get all the contacts returned as well. This is sometimes useful (if I'm looking for a contact, but can't remember the name),
But it can make it a real pain to find the company record if there are lots of contacts at the company.
By default, if search is matching the "company" field within a contact, this should be listed AFTER the actual company record
1 voteHi Tim,
If you go to Advanced Search and run a search for “Companies Only”, you will not see people belonging to those companies returned in the results.
If you are having any trouble achieving these search results, please send us a screenshot through care@nimble.com.
Best regards,
Joseph
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Please add a way to search by email in the advanced search.
Along with all the other contact info we can search by in the advanced search, please include email.
4 votesHi,
Thank you for writing in and submitting this feature request for search!
You may now search by emails in Nimble’s Advanced Search function.
If you have any questions, please reply to this thread or email us at care@nimble.com!
Best regards,
Joseph
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increase search capabilities
I'd like to narrow down the contacts I'm searching for in similar to the way I search for a pair of shoes to buy on Zappos: black, size 9, 3.5" heel, etc., except I'd be able to narrow down my search by clicking on the tags I've created: google, people, portland, etc.
4 votesHi,
You should now be able to narrow down your searches by most of the criteria listed in this thread.
If you have any issues, please let me know and I’ll be happy to help!
Best regards,
Joseph
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put a caution when someone hits "delete tag."Didnt' know it would remove all the contacts I'd been working on for hours.
I was removing one contact and hit delete tags thinking that was the way to do it. what it did was remove my hundreds of gmail accounts I'd been working on syncing with their other social profiles - hours of work down the drain. It should have a caution: "Are you sure you want to do this? this will remove all contacts for this tag (source?)
1 voteHi Sharon,
We now display a caution before deleting tags in Nimble. We want to make sure that you are 100% certain when you choose to delete something from Nimble!
Best regards,
Joseph
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filter contacts by more than one tag
ability to combine filters and narrow down my contacts search results
47 votesWe have updated our advanced search – you can filter by more than one tag.
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insert hyphens in the phone numbers for easier reading.
10 digits are easier to read as 123-123-1234 rather than 1231231234.
6 votes -
Make phone numbers clickable on a smartphone
When using nimble from a smartphone it is hard to copy the phone number to the phone interface in order to call someone. Making the phone numbers clickable should be quite easy and make nimble's web version moderately useful on a phone ... ;-)
1 vote -
Add a drop-down box to social stream widget in contact record
The social stream is great but, if that person is on Twitter, it generally becomes a "twitter only" stream. I know that we can use the "person" icon to see all of that contact's social streams on the various networks but that takes me to a new page. If we had a drop down box at the top of the widget where we could select "All" or one of the networks (Twitter,Facebook, LinkedIn, G+), that would be awesome!
3 votesHi,
Instead of adding a drop-down box to the social stream widget, we added a social stream sub-tab so you can segment your contacts’ streams by social account.
Thank you for your feedback and support!
-Joseph
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View Contact URL without pressing "Edit" (Hyperlink)
When you view a contact, the website URL is not visible and you have to click edit contact, cut and paste the url, to get to client website. Hyperlink needs to be in contacts details. Like email and phone.
9 votesWebsite URL links are clickable! :)
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Export contacts to Outlook CSV option
The export function on Nimble is plain vanilla. While it is very nice to have the ability to filter by tags and such to create an export list, being able to export contacts in Outlook CSV format would be very helpful.
Outlook expects allot of hand-holding in mapping fields for import. Google is the same, but hopefully you will have a 2-way sync for Google contacts in the very near future.
4 votes -
Add a rich text formatting
Allow bold, italics, simple bullets and a few different text sizes (H1, H2 etc). Makes reading contact notes a lot easier if you can format the text.
Add this to the "Additional information" field under a contact. Also add it to the list of available field types for custom fields.
8 votesHi,
We now have rich text formatting on notes that are logged with the “log note” feature in Nimble.
Thank you for your feedback and support!
Best regards,
Joseph
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Increase the functionality of advanced search to allow searching of custom fields
I would like to be able to search for custom fields that I have added.
11 votesThis is completed. Check out advanced search in Nimble!
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