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.

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  1. Search Smart Summary

    Hello,

    So much information is only available in the smart summary.

    Being able to search the smart summary allow for better targeting.

    Nimble is all about the freshness is a quality of the data.

    So searching the summary is absolutely necessary.

    10 votes
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  2. Sync Nimble tasks to Mac OS reminders

    I would love to see my Nimble tasks quickly within my OS and iOS Reminders.

    9 votes
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  3. Multi-language interface

    Provide a multilanguage interface (e.g. Italian, German, Japanese, French etc...) to guarantee a largest market share of your product and a better service for the end user.

    9 votes
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  4. More "Note" Functions

    1

    When I'm writing an email to someone, It would be NICE if I could also create notes / see my notes on the right side of my screen .

    2

    I would like a main menu of "Notes", when I could create notes and assign them to individual contacts.

    3 I could "pin" my notes based on importance 1,2,3,4,5

    9 votes
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  5. 8 votes
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  6. Transparency on updates

    I think you're doing a great job launching basic features and upgrading the system over time, but I think that when I'm asked to update it, it should tell me what had been updated.

    I think this will help in two ways: both giving some transparency to it, relieving the uncertainty and also incentivating me to try these new features!

    8 votes
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  7. expand notes and activities within the history feed instead of making the notes open as a pop-up.

    Rationale:
    Right now the only thing we see in the history feed is two lines. When I click on a note to check if it has the info I need, a pop-up opens. When it doesn't have the info I need, I need to move my mouse in order to click back out. I find this very annoying.

    Instead, I would like to be able to click to expand the note within the history stream. This way, if it's the wrong note, I can easily click in the same place to collapse the note.

    In addition, this functionality goes hand…

    8 votes
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  8. Auto Purge Email - I don't want extra storage

    I don't want to buy extra email storage and I don't want to have to delete and reinstall it. I want an option to reduce the email that Nimble keeps. I don't need it to store all my email.... only the relevant ones... which is MUCH less space.

    8 votes
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  9. Tag context

    Tags are great, but they can loose their meaning over time, especially when multiple people start using them. Why not add the ability to have a comment behind a tag to preserve the context / meaning? If you hover over the tag, the comment should pop up. This adds context to the tag.

    e.g. I have a tag "Dead cold call". The meaning of this tag is: "A cold call confirmed as dead, and should never be invited again. We keep these contact records for networking, and to know we should not invite them to use our product again."

    7 votes
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  10. Nesting of tags or subtags to allow better organization and less clutter

    Allow tags to be nested under another, for example if I had contacts with the tag "Conferences" I could then have sub-tags under that for specific conferences where the contact came from.

    7 votes
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    Hi,

    Thanks for submitting this request. We definitely see value in being able to add sub-tags to your current tags for better organization.

    This request is under review and if it receives more votes, we’ll invest more time in bringing it to completion.

    Best,

  11. Make it possible search/export 'people' by 'company' fields

    I want to set up custom fields within a company record so that I can group them by a number of parameters such as 'Type' (e.g. School, Retailer, etc), or 'Revenue Band' ($1-5m, $5-10m, etc).

    Then, I want to search for and potentially export all the contacts (people) from within that group of companies (e.g. I may want to target contacts from 'Retailers' earning revenues of between '$1-5m' for a sales campaign).

    This feels like it should be a fundamental feature of the advanced search, but I can't seem to figure it out without the use of tags on companies…

    7 votes
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  12. 6 votes
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    Hi,

    We are always looking at ways to improve performance of Nimble for our users in Europe.

    While we aren’t working on anything specific right now, we are reviewing ways to make the experience better for our UK/European users.

    We will update this thread as soon as we have more information to share.

    Best regards,

    Joseph

  13. Move the search box over to the left column

    Please move the search box over to the left column where we are always working.

    6 votes
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    Hi,

    Thank you for submitting this feature request.

    At this time, we do not feel that moving the search box to the left-hand side will be a decision that we will make for Nimble. We apologize but we must decline this feature request.

    Thank you for your feedback and support for Nimble!

    Best regards,

    Joseph

  14. Any chance of adding cases like Highrise has?

    Any chance of adding cases like Highrise has? Cases help you keep related notes, files, images, and people together on one screen.

    6 votes
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  15. Show tags for Today's Top Clients - would help to identify relationship and if important

    Show tags for Today's Top Clients - would help to identify relationship and if important

    6 votes
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  16. Uploading documents

    It would be nice to be able to upload documents from a computer rather than a separate application.

    We have lots of paper contracts and forms that we would like to be able to scan and upload directly to a client profile. This is a simple fix but would be very helpful.

    Thank!

    6 votes
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  17. Notes - Provide email notification for Notes

    So when I enter a note I can check off users and they will receive an email with the note

    6 votes
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  18. Notes and Task based reporting

    Without this we have no way to keep the pulse of our new business initiatives. This is a MUST HAVE or we will be switching systems this year.

    6 votes
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  19. Adjust the search so that it allows partial words to be entered, and searches on the fly

    When we are searching we'd like to use a typeahead search. One that only requires us to type one letter at a time and will search for any criteria that meets it. Ie. If I am looking for Currey, if I type Cu, then currey, cult of style etc would come up. Thanks

    5 votes
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  20. Support Reporting for Multiple Teams or Groups

    Hi,

    Our company currently has two distinct sales team groups. They love the reporting features but would love it even more if the teams could be separated into two (or more) groups and reports generated for each group as well as the sales team as a whole.

    From what I can make out, you currently only have the option to generate reports for one individual or everybody. If allowing the team to be organised into multiple groups represents extensive development work, an interim measure could be to select multiple users for a report (e.g John, Harry and Mary) as well…

    5 votes
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