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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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1412 results found

  1. data fields

    Have a multi select option when setting up custom data fields. Cuurently you can only have a single selection from a list but I want to be able to make a list and select more than one so that I know if a customer has done more than just one course with us. Plus to also be able to add to this list and not have it closed once you have applied the changes when first making a list.

    12 votes
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    planned  ·  1 comment  ·  Reg/Settings  ·  Admin →
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  2. Add the ability to export Notes and Activities for Contacts, Companies and Deals

    It would be great to export notes for contacts, companies and deals to have backup documentation of the work.

    60 votes
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    under review  ·  13 comments  ·  Activities  ·  Admin →
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  3. Remove tags from a subset of tagged contacts

    Allow me to remove tags from contacts that exist as a subset of a larger tagged group.

    For example, search for contacts tagged with "Twitter" and the tag "Los Angeles".

    Allow me to remove the "Twitter" tag from all contacts that also have the "Los Angeles" tag.

    18 votes
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    3 comments  ·  Contacts  ·  Admin →
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  4. Any Update on Creating a Deal from Emails?

    The core of being Nimble is to be able to communicate and close deals! Any update on this? Please make this a priority as it is a big hole and may force us to change. thanks.

    2 votes
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  5. More features for notes

    Please add more features for new notes.
    Usually companies already have an old crm system with notes to every customer.
    If you try to add them to Nimble they get the date of the addition.It would be great, if you can add a feature to change the creation date, so it will be correctly placed in the History Stream.

    Thank you

    15 votes
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    2 comments  ·  Other  ·  Admin →
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  6. Box.com File and Folder Integration

    Box provides much better control for file and folder security and management than Dropbox and Google Drive currently does. Box also provides a nice secure workflow for collaboration on documents, such as those involved in sales opportunities and contract negotiations as it allows you to invite outside collaborators that may not otherwise have a Box account and allow limited access to documents for limited periods of time. Adding Box.com integration might be preferable to organizations that have more than a few Nimble users.

    52 votes
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    Hi,

    We do not have a specific release date set right now, but we plan on adding Box.net support in 2014.

    Please continue to vote for this feature to bump it up in our priority list.

    Best regards,

    Joseph

  7. to be able to assign "lead type" category labels to groups of similar contacts all at once

    I'd like to be able to quickly gather up a group of contacts that are all the same lead type (current sellers or past clients for example) and then assign the appropriate lead type label all at once to all of those contacts - think of Contactually's "bucket game"

    3 votes
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    0 comments  ·  Contacts  ·  Admin →
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  8. Please put rating a contact on the front page like lead status, lead source, and lead type

    Please put rating a contact on the front page like lead status, lead source, and lead type. I want to be able to rank a lead easier than having to go into edit the rating.

    5 votes
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    2 comments  ·  Contacts  ·  Admin →
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  9. Hello, can you save and sync draft emails and/or messages at this time? If not, please add!

    Hello, can you save and sync draft emails and/or messages at this time? If not, please add!

    4 votes
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    1 comment  ·  Messages  ·  Admin →
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  10. To intergrate Evernote the same as way dropbox is integrated in Nimble, the easy way

    In the contact field, dropbox files can be attached. This is done by clicking on a document in dropbox and then the document icoon is shown. This icoon is a link to de document in dropbox.

    The same way of integrating Evernote is easy to realize. So i suggest integrating Evernote in a way that a note can be added to the contact as an attachment. This attachment is only a link to the actual note that then can be viewed as a webpage document.

    Evernote is a vital part for collection data and information about projects and customers. This…

    16 votes
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    declined  ·  3 comments  ·  Integrations  ·  Admin →
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  11. Add the "lead rating" or other contact rating to the "Status" layer on the contact main page

    I would like to see the contact rating / Lead rating directly on the main page of the contact.

    In my use case I am ranking contacts & companies on a scale and I would like to be able to see this information "at a glance" without needing to dig into the record and scroll down.

    5 votes
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    0 comments  ·  Contacts  ·  Admin →
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  12. Allow us to set a default view setup

    If I go and do something else, then come back to the Contacts tab, it frequently resets to "Recently Viewed", sorted by "Last Time Contacted by Team" sorted in Descending order, and I have to waste time setting it to what I was on (Usually Companies/People, Name, Ascending).
    Please either leave it how it was, or let me set what it resets to.

    1 vote
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    0 comments  ·  Contacts  ·  Admin →
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  13. Expand the Address types

    Currently we have only "Work, "Home", and "Other". It would be really useful if we hade some or all of the following:

    • Postal
    • Main (or Head Office, for companies with more than one location)
    • Branch
    • Shipping
    • Billing
    3 votes
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  14. Change your log in home page so that we can upload whatever photo we want! Tired of seeing that dude's face every time I log in!

    I preferred the photo of the woman on your home page to the dude you have up now. Possible to allow us to pick our favorite log in face? I vote for that woman again and losing the "Chad"!

    1 vote
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  15. Quiero importar mis contacto de Airbnb

    Quiero importar mis contacto de Airbnb

    1 vote
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  16. Better and preferably Superior search Functionality

    Search functionality stinks. The search in the top right window would be better as a catch all. If I type in a name that has a middle initial it will not show up: IE type in John Smith and if the individual has a middle initial IE John K. Smith, he will not propagate; this is a must fix/must get it right in my opinion. Not locating contacts is a non-starter. You should also not have to go to an advanced search function in this situation. This seems to be market standard on every other contact list I have ever…

    9 votes
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    4 comments  ·  Contacts  ·  Admin →
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  17. enable editing of a custom field for multiple contacts at the same time

    I want to be able to select a sublist of my contacts and mark them all at the same time with a custom field

    1 vote
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  18. email full - Reset req no good

    I get a ton of emails I don't want to save but they remain in my email account. I only want Nimble to save specific emails to the contact record, not them all. That should be a selectable feature. As is, when my box exceeds the size limit of everything, then Nimble wants me to buy more storage. I don't want more storage. I want to select what emails it saves.

    1 vote
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  19. Get the email id of contact from LinkedIn profile's email fields and populate it in Nimble.

    For connected LinkedIn contacts, LinkedIn already has contact details such as email and phone , address, etc.. Copy those details over to Nimble. Nimble keeps saying it does not have email for person X and I click through to their LinkedIn profile and I see it there. Wondering why it can't be pulled through to Nimble, via a periodic or live sync.

    1 vote
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    2 comments  ·  Contacts  ·  Admin →
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    Hi Roshan,

    Unfortunately, Linkedin does not make this information available over their API, therefore, we cannot populate it in Nimble.

    If they ever make this information available over their API, we will definitely do what we can to make it available in Nimble!

    Cheers,

    Joseph

  20. You make all links https

    The link http://nimble.com is unencrypted and is blocked by default in my Firefox web browser. Suggest making all preference changes like cookie exceptions encrypted HTTPS. Verify with HTTPS Everywhere from Electronic Frontier Foundation eff.org It will be impossible for me to continue with the Free Trial if I have encrypted links. The product likely won't work as intended. Thanks!

    1 vote
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