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410 results found

  1. Add ability to search for text within notes across all contacts

    I expected when going to search box to be able to search across notes text. This seems like something that is a basic requirement if you are not going to do integration with something like evernote.

    example -- I want to enter some text in the search box and have all the contacts that have notes with this text appear in a list.

    Thanks.

    1 vote
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  2. Add ability to add a segment that differentiates by contact type (person / company).

    example -- I want to create a filter/segment that only shows companies that have a specific tag. I need something like that is in place for the "importance" field. Is this a company or person.

    1 vote
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  3. fix this bug on notes, I receive this as a preview:<!--?xml version="1.0" encoding="UTF-8" standalone="no"?--> Added on Jan 25

    I dont see my notes but instead I see this <!--?xml version="1.0" encoding="UTF-8" standalone="no"?-->

    Also I suggest that you make it possible to see the entire note in the same page, not as a popup, like in pipedrive

    3 votes
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  4. Problem

    I get this error message constantly: Something unexpected has happened. If the issue continue to persist, please contact our support team and pass them following error id: <em>9fd537F1fe4962c9FF1F7f2f32f1E6dA</em><br/><br/><a href="mailto:support@nimble.com">Contact our support team</a>

    1 vote
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  5. contact notes

    Notes on Contacts doesn't refresh fast enough. I just added a note and can't find it anywhere.

    4 votes
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  6. It would be great to change status, type and source on the contacts list page

    So that you don't have to click in and out of an individual contact - it would save loads of time

    3 votes
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  7. Not able to see all contact informamtion

    I have added all the contact information but when I try to look by company I am not able to see even if I go into the contact the contact person or other information.
    Same as if when in people some times do not see the company information.
    Would like to know why all information in all catagories is not showing up.
    When in company it ask me for a contact person, I have already put that in People along with the company information.
    Something is not merging

    1 vote
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  8. Make never contacted a searchable field (and make last contacted field editable)

    I want to be able to search for all users that I have not contacted yet and then contact them through whatever means I have and log touch.

    This use case is frustrating me because firstly I cannot search by not contacted, this field must contain a date to be searchable, but then I connot update the date manually when I click log touch. I expect it to update the last contacted field. Otherwise what is the point of log touch??

    1 vote
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  9. I'd like to be able to list ONLY the address that I know is correct for a contact.

    The system imports others, ostensibly from social media, that are always incomplete, and/or incorrect. It is confusing and aesthetically looks terrible.

    3 votes
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  10. merge

    I'm shocked at how bad the auto-detect is on for the merge feature. I imported several sources with overlapping data and went from 1300 to more than 4000 contacts, many of which have exactly the same first and last name. This needs to be much more automated and, like someone else mentioned, you should have the ability to choose which data become primary.

    1 vote
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  11. When entering new contact info, automatically read a zip-code and fill in the city and state.

    when entering in new contacts, we should be able to type in the zipcode and have the system complete the city and state.

    4 votes
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  12. Batch unduplicate !!!

    I have so many duplicates due to a failure in PieSync of Zapier. Manually unduping them is crazy. Google can you it, but is not synced and I loose all tags.
    Please make a batch/multiple unduplicate function.

    1 vote
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  13. functionality with Skype

    can you make the program function better with skype?

    1 vote
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  14. Archive contacts function

    Create the ability to archive contacts so you have the history but you don't have to always look at these contacts

    1 vote
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  15. Allow users to default to "Custom" table settings view instead of Sales

    I'd love to be able to setup the "Custom" view under Table Settings and default it. My CEO has some pretty specific things he wants shown, and it's a pain for him to have to click Table Settings > Custom > Update every time he loads the list of contacts.

    9 votes
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  16. let "Log touch" update "last contacted", or make it possible to manually update last contacted.

    let "Log touch" update "last contacted", or make it possible to manually update last contacted.

    13 votes
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  17. Filter leads by the representative that added them

    At the moment I see ALL contacts in the list. Regardless of who added, or contacted them. I would like to be able to filter by the contacts I have recently called/emailed or those I am responsible for.

    "Salesperson" could also be an additional field.

    1 vote
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  18. Referrals - Create a referrals entity to track both those given and those received

    I'd like to be able to use Nimble to track:
    1) Two contacts that I have referred to each other and to record any business they do that they tell me about.
    2) Referrals made to me so that I track the business gained through that referral. (ie with a link to the deals that then flow)

    That means that when I view a contact I know immediately if I have referred them to someone else, or if I have had business as a result of their referral.

    That will help with nurturing my supporters and understanding the relationships better.

    4 votes
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  19. Add a link beside a address to open in google map

    Add the ability to click on a link beside a contact address to open in google maps.

    4 votes
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  20. 1 vote
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