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.
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1422 results found
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Use the browser plugin to get linkedin messages into the contact record more easily -- an idea!
We're all finding more communication going on in LinkedIn messages. What I currently do is copy from the message box and log it as a "touch" . I put "LinkedIn Message -- " and then paste the content of the message. Nimble could make this easier IF the browser plugin would accommodate adding "touches" in the side panel. Currently the only activity that can be logged is "task". If I could log a touch there, my copy and paste process would be twice as fast because I wouldn't be leaving the current tab. :)
1 vote -
A connection in the Nimble contact with their Xero or Quickbooks details
Your system is so great but I am frustrated that within a customer we cannot see sales orders, invoices and quotes that other CRM systems offer. It means having to toggle between different applications.
1 vote -
No vertical scroll bar or page up/page down in Listings Beta
(Bug ?)
No vertical scroll bar or page up/page down in Listings Beta. Forced to use the mouse scroll in PC
1 vote -
jive.com voip cloud with sms
jive.com voip business cloud phone system is now with logmein. they also have sms. I have mentioned to both Nimble support and jive.com support that having Nimble as an option for Integration would be great. Right now their our two choices, redtail and sforce. which, i would rather use Nimble.
3 votes -
White lettering is hard to read in the calendar feature. White on any background is harder to read...*especially* on top of pastel colors..
White lettering is hard to read in the calendar feature. White on any background is harder to read...especially on top of pastel colors... It's like trying to real beige letters on a tan background... Please allow the colors for activities/sources to be editable.
2 votes -
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 -
Email accounts such as yahoo.com, google.com, outlook.com should be identified as personal email.
Email accounts such as yahoo.com, google.com, outlook.com should be identified as personal email. Many emails default to Work, especially when imported from LinkedIn. Create a sort of whitelist of domains that are automatically classified as personal. This also helps identify gaps so that I can Prospect for work emails.I had done an export and re-classified emails, instead it just added the 'gmail.com' address as a personal while keeping the same address as work.
3 votes -
get live chat.!!
It's difficult to get up and running quickly with 3 hour response times. Yikes!!!
2 votes -
show emails related to the deal
Have filter so we can see communications just related to the deal and not all communications.
4 votes -
Add the ability to Reset Reminder while bulk editing in search mode
When looking at one person's page I can click the Stay in Touch icon and get a drop down of
*Weekly
*Monthly
*Quarterly
*Annuallly
*RESET REMINDER
*No ReminderWhen bulk editing via searches I get a list that EXCLUDES the Reset Reminder:
*Weekly
*Monthly
*Quarterly
*Annuallly
*No ReminderADD the Reset Reminder to the bulk edit dropdown for Stay in Touch
5 votes -
Add a check box to lock addresses, phone numbers
I use addresses a lot. Nimble adds all kinds of incomplete addresses to the list of addresses for a person or company. These sometimes show up above a correct address I have verified, making them 'address 1' in an export.
Add a check box next to an address to lock an address as a main (top) address for the address type that does not get updated by Nimble. Nimble can still add all the bogus addresses, but they won't be picked as 'address 1'. There could be a main Work, Home and Other address checked
The same applies for phone…
2 votes -
Extension Pop Out - detachable? Covering important data!
When working on a single monitor (such as a laptop) - why not have the EXTENSION float? Make it detachable? Example - I am viewing a recent connection on Linkedin and want to pull in important CONTACT DATA - and the EXTENSION drop down COVERS ALL THE CONTACT INFO! It's not pulling the contact data from my 1st degree connection on that page and putting it into my contacts database! I have to now open multiple windows to accomplish the same task. And when I view my contacts WEBPAGE (new window) I cannot select and then MOVE the appropriate contact…
1 vote -
Escape button exits search mode
I would love it if when I wanted to exit search mode, I didn't have to click the X but I could instead press escape. It would make Nimble more navigable.
3 votes -
Add Custom Fields to Email Merge Tags
It would be VERY helpful from a Sales and personalization perspective to be able to use Custom Field data in the email Merge Tags.
ex. I have a Custom Field such as "Product of Interest" or "AKA" or "Service Level" and I want to do a group personalized message to Leads about their different products of interest.
Please strongly consider this. It would be awesome and I know other CRMs have it.
Thank you.
10 votes -
LinkedIn Messages Auto Send Into NOTES
People are starting to talk more on LI Messages now. I'm losing track of all those correspondence data points. I'd love it if this system auto imported them into Nimble records.
4 votes -
2 votes
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Scheduling a Task from a Contact record, automatically populate the Company record along with the Contact record in the Related To field.
Scheduling a Task from a Contact record, automatically populate the Company record along with the Contact record in the Related To field.
1 vote -
copy contact information to share
I often want to share contact information in an email with other people to make a referral or introduction. Goldmine had the ability to click a single button to copy the Name, Company, phone numbers and email address into the text buffer to paste into an email or document.
1 vote -
activity stream
Activity Stream Wiget App or Pop-Up. It would be marvelous to be able to keep the activity stream on a desktop as a live pop-up window or widget type of display. It would also be great to have an app on android and ios to see who is viewing our sales emails. This help salespeople make a smart choice of who to contact next.
4 votes -
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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