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.
258 results found
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Refine search function
I hope you can clean up your search function to be more accurate. Currently I have to search by on the first or last name I am looking for and them scroll through the options (or use advanced search). If I try to put in a full name it always comes up with no results.
This seems to be in part because many of my contacts have middle initial which get lumped into their first name because their is not a middle name field. (Or suffixes like Jr. in Last Name)
Even those without middle names don't show up when…1 voteHi,
You should now be able to search in Nimble with much more accuracy in your results.
If you type in a portion of a name, you should certainly see the correct results in search.
If you run into any issues, please write back to me and I’ll be happy to help.
Best regards,
Joseph
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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 -
Customised Web Tab
It would be great if a custom tab could be created that acted link an embedded web page but could have custom content from the current record embedded in it. Specifically link GoldMine's GM+View.
So web page, I can pass into it ZIP/Postcode and I can then script in the webpage (as it looks at MY server) Google maps integration or my accounts system etc.
7 votesWe now have a feature in Nimble that accomplishes this, it’s called “External Web Pages”.
To access this feature, go to Settings >> Integrations in Nimble and select the “External Web Pages” integration.
For details on setup, please see our article here: Enabling External Web Pages in Nimble
On this link, we have examples that can help you look up contacts on Yahoo or Bing maps, Google doesn’t allow access to their systems through iframe, unfortunately.
Best regards,
Joseph
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Add a feature that will allow me to set a reminder to call a contact on a reoccuring basis, i.e. monthly, quarterly, etc.
a contact reminder feature that can be set to remind me to call/email etc my contact on a reoccuring basis, ie monthly, quarterly.
148 votesHi,
We now have a “Stay in Touch” feature to allow you to set weekly, monthly, quarterly, and yearly reminders.
Please view details of this feature here:
http://support.nimble.com/customer/portal/articles/1286326-new-feature-stay-in-touch-
Best regards,
Joseph
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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 voteHi,
You may now mark tasks as incomplete after they have been marked as complete. We definitely want to let you switch things around if plans change.
Thank you for your feedback and support!
-Joseph
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Are you going to add more currencies like MXN?
On the account information you have:
USD
EUR
JPY
GBP
CAD
AUDMaybe you can add Mexican Peso, Argentinian Peso, Colombian Peso and all other american currencies. It is just a LOV to modify.
1 voteWe support a lot more currencies today in Nimble!
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Allow Multiple Currencies/Currency for Accounts
Not all companies engage in business in a single Currency. Vote here to show support for multiple currencies within Nimble accounts.
35 votesYou may update currencies in Settings >> My Account.
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41 votes
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
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Create Integration to Freshdesk
Simple easy to use helpdesk/service management system that competes with Assistly and Zendesk.
This has a decent API which would allow a tab to be easily added to contacts to view all of their tickets and/or to import contacts from their system as per the Facebook/Linkedin/Twitter/Google+ integrations.
7 votesHi,
We now have an integration with Freshdesk.
For more information, please visit our Nimble App Marketplace: http://www.nimble.com/how-it-works/integrations/freshdesk/
Thank you for your continued feedback and support!
Best regards,
Joseph
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Add the most recent correspondence with a contact while still in list view.
It seems like over to the right on the list view there is a lot of real estate to put this type of information. Meaning, when I am in list view, I can click on the overall box which contains the contacts name, and to the right would appear all the correspondence, (just the date, method [i.e. gmail, twitter, etc.] and subject line) that I've had with this person, as well as calendar entries and/or tasks associated with that contact.
2 votesHi,
On the list view, we show the recently contacted date for all of your contacts.
Thank you for your feedback and support!
Best regards,
Joseph
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UI using Nimble
When I go to Deals (Nimble via Browser) and click on an individual Deal the bradcrumb navigation shows <<Back to list. But that option brings me back to the contact list, recently viewed.
It should bring me back to Deals because that is where I came from.
kith
1 voteWe have fixed this bug!
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contact categorization and source information
I use Nimble for job search. I find that it is very useful for me to categorize my contacts in two ways:
1, with a category number. This is what needs to be done. For instance, need to make initial contact, need to meet, need to respond immediately, need to nurture, etc. This is better than just a task as people tend to drop off the list if only a task.
2. need a field for the source of the contact. for instance you meet with Betty and she makes an intro to John. It's helpful to record that.THEN…
1 voteHi Frank,
You can categorize your contacts by source and category by using the custom fields feature in Nimble.
To access this feature, go to Settings >> Data Fields in Nimble and you’ll be all set!
Best regards,
Joseph
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allow for a more condensed view of contacts
Right now it feels like there is a lot of empty space and too much scrolling in the contacts view. It would help me to see more than five or six contacts on the screen. Perhaps a variable view option similar to Gmail's would be helpful
1 voteHi Matthew,
We now have a more compact view when you view contacts in Nimble. Give it a try and let me know what you think!
Best regards,
Joseph
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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 votesHi,
You can now schedule due date options for tasks with a variety of dates, including any specific date you would like to choose.
Thank you for your feedback and support!
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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 votesHi,
Thank you for submitting this idea for activities. We now have the option to “complete and create another” when an activity is complete!
Thank you for your feedback and support!
Best regards,
Joseph
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Peson list ordered by Surname/Second name
Alex Smirnov and Alexey Smirnov could be the same person, so we need the "second name" ordering and view option.
Maybe you should and an option "how to show the contact":
- FirstName SecondName
- SecondName FirstName
- SecondName only
1 voteHi,
You can now sort contacts by first name or last name from the list view.
Thank you for your feedback and support!
Best regards,
Joseph
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Allow editing list items in lead source field in Other Info tab
Lead source field in Other Info Tab contains a set of default list items. These lead sources vary from company to company. Provide the UI to modify these list items add/change/delete
2 votesThis feature has been released in Nimble today!
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Mapping IMAP settings with Nimble
By: Stephen Feldman
When mapping an exchange account with the IMAP settings, once you move the email into a folder, it is no longer viewable. The only way to see the email is to keep it in you inbox which is impossible to do when you get 150-200 emails a day. This is not an issue with gmail.
1 vote -
Direct Message for Twitter
Direct Message for Twitter needs to show the count down to 140 characters. At the moment its guess work.
3 votesHi,
We now show the character count for Twitter DM’s.
Thank you for your feedback and support.
Best regards,
Joseph
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119 votes
Hi,
We have now completed our first iteration dashboard for Nimble, we call it the “Today Page”.
If you sign into Nimble, you will be redirected to our new tab called “Today”. Here you’ll see information such as:
Birthdays and Job Changes
Your Engagement Opportunities
- Likes, retweets, mentions, follows, and favorites from your networks.Upcoming Deals
- A preview of your upcoming deals, who is involved, and the amount.To Do Today
- A list of your Activities todayPlease share your feedback at the following link: http://support.nimble.com/customer/portal/articles/1102755-new-feature-today-page-
Thank you!
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