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29 results found

  1. Google calendar invites

    You have an option to add guests to the event, but there is no way to send them invites. So instead of doing additional work: go to GCal, removing and adding people to the meeting it'd be great to automate this process in Nimble. Thanks

    7 votes
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  2. Iphone app - todays tasks

    I´ve just signed up for Nimble. I´m blown away of the interface, using the desktop version to keep my tasks organized. All excited I downloaded the iphone app. It was a bit of a disappointment.

    I thought that the iphone app would be adapted to my "out-and-about" behavior, giving me a quick view of whats going on at the moment - current tasks and an easy option for me to take notes and convert them into a task at the end of a meeting.

    I started trying Nimble trying to find a CRM for my sales force but ended up…

    3 votes
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    completed  ·  0 comments  ·  Activities  ·  Admin →
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  3. Please show more tags in Activities List view. Thanks!

    In the List view of the Activities page it would be great if you could please make the Tags column wider so that you are able to see more. I can currently only see one if it's short enough.

    Thanks!

    3 votes
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  4. Please update the mobile app to include more useful information about a client

    Please update the mobile app to include more useful information about a client

    17 votes
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    completed  ·  1 comment  ·  Activities  ·  Admin →
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  5. Mark tasks as completed straight from the To do Today View

    Right now the To do Today view mixes events and tasks together. I find this very confusing because Events are time dependent, but tasks do not need to be.

    Instead, please add a checkbox next to tasks so that I can easily differentiate them and then allow me to click on each checkbox to mark it complete.

    3 votes
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  6. Add ability to delete tags from Activities

    It would be helpful to have the ability to delete unused tags in the activities section.

    10 votes
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    completed  ·  1 comment  ·  Activities  ·  Admin →
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  7. when you complete a task, include and create a follow up task

    3 votes
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  8. link the Related To field in Activities to the Contact, and make a drop down

    When linking to a Deal I need to remember what I called it (or someone else). When I add a Contact in the Activity,make the Related To a drop-down of deals associated with the contact/company...simplify usage

    3 votes
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  9. For Tasks and Events, have a 'Complete and Create' option

    Most tasks and events lead to another task or event, since the objective is to 'move the prospect to the next step'.

    Therefore, as well as the 'Tick' to complete an activity, can there be a 'Tick and Plus' option, so that the current activity can be closed, and a new activity panel presented, pre-populated with contact details, so the new task/event can be created seamlessly.

    8 votes
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  10. Add possibility to see contacts associated with tasks in the Accounts view

    In the Account view, when looking at tasks for a certain account, you want to see the contacts associated with the task more easily.

    2 votes
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    completed  ·  2 comments  ·  Activities  ·  Admin →
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  11. One click "star" a Task

    I think it would be handy to be able to review the list of tasks and "star" and "unstar" from that same view. This way you can update "starred" items from previous, but select the top 5 or 10 task to focus on for the morning or day.

    Right now it is a 3-click process. Open the task. Star the task. Save the task. THEN you can sort and filter the list for a focused effort. Just thinking of ways to make Nimble simpler and more effective

    3 votes
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    completed  ·  AdminSergey Shvets (Director of Product, Nimble) responded

    Hi David,

    Thank you for writing to us. You may now star a task while viewing it from the list view on the Activities tab. All you need to do is hover your mouse over the task, and you’ll see the option to star it on the right-hand side.

    Thank you for your feedback and support.

    -Joseph

  12. Give option to change activity completion dates.

    We may not always log an activity on the day it was completed (for example - an in-person sales call) and need the option to change the completion date for the activity. Does not have to be available when logging the details; ok to allow as part of an edit option later.

    6 votes
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    completed  ·  0 comments  ·  Activities  ·  Admin →
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  13. Would like activity types for Log Activity

    Would like activity types such as: Incoming Call, Outgoing Call, etc.

    Would be nice to add custom as well.

    18 votes
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    2 comments  ·  Activities  ·  Admin →
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  14. Update the contact history screen so that we can see more information on logged activities

    The new GUI prevents us from seeing the additional text entered when logging activities. This is really important as it allows users to quickly scan the previous activities and see what the results were of each logged activity.

    3 votes
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    completed  ·  0 comments  ·  Activities  ·  Admin →
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  15. Add ability to mark meetings / tasks as not completed

    If someone cancells a meeting or if a task can no longer be completed - it would be useful to be able to record this. At the moment, unless you want to delete the activity (which means you then lose all the comments associated with it) you either have to mark the task as completed or just leave the meeting - in both cases when looking back at a contacts record the activities look like they were completed sucesfully - unless you take the trouble to click and read through any comments which were added. If they have a red…

    1 vote
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  16. Make it easy to log a phone call or add a note on a contact record.

    41 votes
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    5 comments  ·  Activities  ·  Admin →
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    completed  ·  AdminSergey Shvets (Director of Product, Nimble) responded

    Hi,

    You asked for it, now you’ve got it! We now have the feature to add notes on a contact record!

    All you will have to do is go to a current contact and select “Log Note” to save a note to a contact record.

    For more information, see our announcement here: http://support.nimble.com/customer/portal/articles/666079

    Also, if you would like to log a phone call, just select “Log Activity” from a contact record and leave your phone call notes!

    Thank you for your continued feedback and support!

    Sincerely,

    -The Nimble Team

  17. Add more due date / scheduling options for tasks

    Having been told by Lisa (Nimble employee) in the support forum that if I schedule a task for 'later' that it never becomes due or shows in my calendar - it would be good to be able to schedule tasts for 2 weeks time, or 3 weeks time. A 'schedule for week commencing' option would be a good way to do this.

    21 votes
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  18. Create follow-up activity when completing an activity

    When I complete a task or activity, I would like the system to prompt me to set up the next activity.

    11 votes
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  19. multiple google calendar sync

    Since I have have to have multiple calendars in google since they don't support categories, it is critical that Nimble be able to 'sync' to multiple calendars.

    451 votes
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    26 comments  ·  Activities  ·  Admin →
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    completed  ·  AdminSergey Shvets (Director of Product, Nimble) responded

    Hi there,

    I have great news to share to start 2015!

    We now have multiple Google Calendar syncing in Nimble!

    Go to Settings >> Networks & Imports to connect your calendar, and then you will see the option to add other calendars.

    If you tried Nimble in the past and left due to this issue, now is a great time to try Nimble again.

    Please feel free to sign up for a new trial at www.nimble.com/register, we’d love to have you back :).

    Best,

    Joseph

    P.S: Office365 and iCloud are planned for later in 2015.

  20. When an activity is assigned to a team member, they receive an email or notice

    21 votes
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