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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1 vote
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Include a card scan feature in the iPhone app!
It would make nimble so much more effective if we were able to scan and save business cards right in the iPhone app. It should be able to capture a pic of BOTH the front and back of the card, and import the data into nimble. It is VERY IMPORTANT for nimble to have a place to save the card images in case the user needs them for future reference (in case the data import misreads a number, etc). Thanks.
7 votes -
Need to seperate Contacts and Leads
I think I need to seperate Contacts with leads, so that we aim to convert leads to contacts.
2 votes -
Add a contact using Nimble mobile app
The ideal situation would be for me to add new contacts as I visit/see customers, rather than doing so on my desktop when returning to the office. I can do this in a minute on my phone in between things I'm doing throughout the day. Actually, I'm surprised this very basic functionality doesn't exist. I'd want to make sure that I can add 'tags' to it too, as this is how I upload new contacts to my Mailchimp email prospective list.
7 votes -
Put the lead ranking or another field at the top of the contact in the "Status" box.
In the "Status" box, or directly under the contact summary (i.e. under photo) I would like to see a ranking system where I can identify the A,B,C rating of the contact. The rating could refer to the importance, influence, or quality, for example.
1 vote -
Allow CUSTOM time periods for "stay in touch"
Really, really need the ability to select "Custom" and enter own time period (right from same screen) for which I wish to "Stay in Touch." Often I'm finding that neither weekly, monthly, quarterly, nor annually are appropriate.
Thanks for an incredible tool!
71 votes -
Better and preferably Superior search Functionality
Search functionality stinks. The search in the top right window would be better as a catch all. If I type in a name that has a middle initial it will not show up: IE type in John Smith and if the individual has a middle initial IE John K. Smith, he will not propagate; this is a must fix/must get it right in my opinion. Not locating contacts is a non-starter. You should also not have to go to an advanced search function in this situation. This seems to be market standard on every other contact list I have ever…
9 votes -
Add the option to log a phone call (instead of using the "Log Activity" option for this)
How can a CRM not have the option to log a phone call? Using the "Log Activity" option instead doesn´t seem to make much sense - as activities are basically tasks in Nimble (and are not treated as contacts with a client in regard to the "stay in touch" functionality).
This seems very basic and obvious to me. Am I missing something?
75 votes -
Ability to share/collaborate on Stay in Touch and Important Contacts lists
I would love the ability for everyone on my team to be able to all receive and sync the same Stay in Touch reminders.
We work in a small team and all share the same responsibility and contacts.
Maybe not separate "Stay in Touch" groups, but perhaps just an option to make the Stay in Touch feature global throughout the company network?
5 votes -
Make TAG's a DropDown!!!!!!!!! - and not that you have to type
i hate when the program is so lazy that they do not allow for drop down on obvious List field. this forces me to remember, did I call Wedding or Weddings or Ceremony etc... Bad Practice
4 votes -
Import a social contact as a Company not a Person
Every Morning I start by adding new contacts into Nimble. I hover over, "Other Engagement Opportunities" and check our new, "Messages" stream to add all of the people we are engaging with as Nimble contacts. However, Nimble will only import contacts as people. I would love to see a little drop-down arrow with an, "import as company" selection! That way when I import, "TheHockeyNews" from twitter it wont appear in my contacts as a name, |FNAME| The |LNAME| HockeyNews rather I would be able to select import as company and proceed to fill out other field identifiers. Thanks! Hope to…
3 votes -
Option to turn off Merge Confirmation
... allow turning off Merge Confirmation when doing lots of them.
Right now, being asked every time to confirm is also a pain in this case. I understand it makes sense when you occasionally invoke the function
1 voteHi Sergiu,
Thank you for your suggestion.
Unfortunately, we do not plan on turning off this function because it provides much more value to our users as a warning before merging.
To avoid receiving this message, I recommend exporting all of your contacts to CSV.
From the CSV file, merge the duplicate contacts in Excel.
Next, delete the contacts in Nimble, then run the import with all of the merged contacts on the clean CSV to Nimble.
If you have any questions about this process, please write me at care@nimble.com.
Best regards,
Joseph
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Archive tags, put tags in an archive instead of deleting them
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 votesHi,
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 care@nimble.com and we’ll be happy to help.
Best regards,
Joseph
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Browser plugin which detect and interact with names
Create a browser plugin / extension (chrome, firefox, etc) that detects person / social names. Put some design (dotted underline?) around every detected name on a page, when clicking, give a menu with some actions as : Add as contact, or if an existing contact, things that are in the current 'take action' menu.
7 votes -
Adding people as friends, colleagues, customers, suppliers, etc. to enable the conversation to be better suited.
By changing the type of contact, one can define how the conversation should be. As well as that, if someone in the the organisation is a friend then I want to be able to start the conversation with their assistance.
3 votes -
Fix your delete all
Bugs in your system. Click All contacts, click the checkbox to select all, then click the "select all 2465 contacts" then select delete. Had to do this several times in order to actually delete all. It seems to only delete 1000 at a time but says it is deleting ALL contacts. Also, your system appears to have no cancel account option. I would like to delete myself but can't.
3 votes -
in advanced search allow us an option to exclude certain tags (such as personal)
Social integration is great, but it pulls in the whole universe. I'd like to be able to take some contacts as irrelevant to business and then be able to do advanced searches that exclude those tags.
6 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 -
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 -
Group Notes
It would be great to be able to add a GROUP NOTE. That is create a specific note and include it in the time line of multiple contacts.
Thanks, John
9 votes
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