Nimble
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This forum is for feature requests for Nimble to help us gauge what would help you be happier with Nimble.
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32 results found
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Update "last contacted" of company when contacting one of their employees
When contacting a user who works in a company, the "last contacted" section updates only for him and not for the company. I think it should update automatically, or at least give the option to do so.
17 votes -
Enable mass adding of activities to contacts
Users should be able to search for a group of contacts using advanced search, and then mass add an activity to that contact group.
This is somewhat of an offshoot of this post: http://nimble.uservoice.com/forums/126687-nimble/suggestions/2152783-allowing-querying-by-contact-activity
For example, in search:
"show me all contacts tagged X and X", or "show me all contacts I haven't talked to in 2 months"
and then using the select feature, you should be able to add an activity for all people at once, for example "send an update email".
23 votesHi,
We are placing this feature under review and we hope to share more information in the future.
Thank you for taking the time to submit and vote for this issue, we truly appreciate your support for Nimble!
Best regards,
-The Nimble Team
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Add The Ability to Link / Relate Two Contacts
I would like to relate contacts with customized fields like People A is Father of People B, People B then automatically would be son of People A... then customized like... People C is lawyer for People D, E, F, G... etc.
194 votesThis feature is in consideration for our 2016 roadmap.
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Add Multiple Email Signatures
As I use my email for work and play, it would be nice to have the option of multiple email signatures as found in Outlook or Gmail help separate lifestyles
192 votesHi,
Thank you for writing in.
We have placed this feature request “Under Review” and we will update the status at a later date when we have made a decision whether to move forward or not.
Thank you for your continuing feedback and support for Nimble!
Best regards,
Joseph
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Track referrals!
I would love to be able to link contacts in a referee <-> referrer relationship!
11 votes -
Person and Company contacts should inherit work related information to reduce duplicate entry
1) A company already exists with work related information saved in the company record. When ‘Adding a Person’ the company name is in the entry form, but the person should inherit the work related information from the company record.
2) Second scenario, If I create a new person and company in one step, and fill in Main work phone# and Work Address, this information is shown in that person’s record only. Users that search by company should be able to reference this information in the company record, rather than opening an employee’s record. If multiple employees are shown, one record…
104 votesHi,
Thank you for writing in with this suggestion.
We have placed this feature request under review for a later time, as it would be interesting to automatically map all “work” information to a contact when they are added to a company.
Thank you for your feedback and support!
Best regards,
Joseph
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Would like to lookup - then export - only specific data fields. Currently we have to edit extraneous data that is exported.
Custom lookup and export
12 votesHi Tom,
That is a great suggestion, I have put this suggestion under review.
-Joseph
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Sync to Outlook contacts
need a clean sync back to outlook contacts. We have software that is business-critical that uses outlook, as do a lot of firms we do business with.
It is not practicable to update both nimble and outlook with changed data / new contacts.
We need a two-way sync that will allow new/updated details to sync both ways, which works where updates have taken place in both etc.
61 votesHi,
We are going to review whether or not we will add the function of syncing to Outlook contacts from Nimble.
We truly appreciate your feedback and support,
-The Nimble Team
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Enable "Same as company address" option for contact
By Raja Selvam
I create a company. Now, when we add users, we have to again enter the address for each user. We should have an option of either fetching the company address by default when I mention the company name in the user page or have a small check box to say "Same as company address" so that the company address is copied to the individual user address feilds.
Same with User's work website that can be as same as his company.
18 votes -
toolbar to add contacts from any site
I would like the ability to add contacts from any site on the web. Highlight the info, click button, add as contact. I have seen this in other CRM's with chrome/firefox toolbars and also with a list building tool egrabber.
80 votesHi,
Thank you for submitting this feature request.
We will review whether or not a toolbar add on for Nimble is feasible for adding new contacts and we will post an update to this forum once our Product team has given a full assessment.
In the meantime, please try out our Nimble raplet for Rapportive, which can be found in Settings >> Integrations in Nimble. This is a great tool that allows you to create new contacts directly from email interactions.
Best regards,
Joseph
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Add ability to link companies
It would be useful to be able to link companies together and track the type of relationship.
For example: "Company A is owned by Company B".
54 votes -
Automatically handle Twitter shortened URLs
Creating contacts from Twitter Followers brings in the Twitter shortened URL (e.g. http://t.co/whatever ) for their web addresses.
The import process should auto-map the shortened URLs to their real equivalents, and you should provide a button to do this on the contacts Edit Form.
We have thousands of followers, so doing it manually is going to be a right pain!
3 votes -
Contacts need middle initial, suffix and prefix
Need to add fields for middle initials, suffix's and prefix's, when you work with people with multiple given names and certain titles, it's important to address them appropriately. combining these names into fields reserved for first or last name just doesn't cut it when every other contact management software we use breaks those out. thanks.
16 votes -
Add sort feature to all contact columns
It would be fantastic to have the option to sort contacts by lead type, lead status, and phone number.
11 votes -
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 -
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 -
Search Results: Add "View More" option (or add Next/Prev to top of page)
In the contacts search results, it's difficult to move quickly through contacts. Few results means I have to scroll to the bottom to see Next/Previous. Please either allow me to see more results per page (50, 100) or at least add Next/Previous to the top.
3 votesHi Jasmine,
We will review the feature to cycle through pages of contacts from the top of the list.
Thank you for your feedback and support!
Best,
Joseph
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Filter Contacts' TAGS like a multiple choice for instantaneous results
I know that a specific search can be done in Advanced but it's more cumbersome and I'm always looking for different combinations of tags so to do an advanced search and save the specific tag combinations isn't feasible nor is it "nimble". Whereas give us the ability to just click on the tags like a multiple choice a la carte list would be outstanding and a great time saver. All of the tags are already listed on the right hand side of the screen. Just give us the ability to click on multiple ones to create our "AND" search. Please?…
9 votesHi,
Thank you for your feedback regarding tag selection in Nimble. We are placing this feature under review for now.
For the time being, you can run an advanced search on multiple tagged groups to bring them into view.
We will update this thread as soon as we have an update on what our Product team decides to do with tag selection in Nimble.
Best regards,
Joseph
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Auto-format phone numbers
It's annoying that phone numbers don't auto-format. It would be nice if phone numbers would be auto-formatted as you enter them, just like on Salesforce.com
21 votesHi Andrew,
We will review the potential to auto-format phone numbers in Nimble.
After we’ve reviewed this feature, we will update this request!
Regards,
-The Nimble Team
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Improve contact import from email (batching, better scraping of info from signatures)
Importing contact info from emails is a nice feature, but currently very limited. In order to make it awesome, it needs the following:
Add an easy way to batch process emails which are not yet attached to contacts. I'd like a screen where I can see all the people I've received emails from or who were CCed on emails who are NOT yet contacts in Nimble, so I can check which ones I want to import.
Try to intelligently scrape information from a contact's signature, such as Full Name, address, phone number, etc. to add to the contact record.
17 votesHi Tim,
This is another great feature suggestion and we are putting it under review. We will share more information in the future when we have more to share.
Best regards,
-The Nimble Team
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