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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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1417 results found

  1. Sorting of Custom Data Field Values

    Some of our custom data fields are getting to have a lot of values; it would be great to be able to automatically alphabetize this list of values so that we don't have to manually alphabetize them by copy/pasting them either down a cell everytime we add a new value in the middle of the alphabet.

    54 votes
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    Hi,

    Thank you for writing in.

    We plan on making improvements to the data fields section in Nimble to make it easier to sort data, but we do not have a release date for this feature yet.

    Thank you for submitting this feature request, we appreciate your enthusiasm for making Nimble better!

    Best regards,

    Joseph

  2. 1 vote
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  3. Provide the ability to edit comments on tasks

    Very frustrating if you comment on the wrong task or make a mistake in a comment that once it;'s posted you can't go back in and edit or delete it

    15 votes
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    1 comment  ·  Activities  ·  Admin →
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  4. Nimble prospector and linkedin

    Using the prospector with LinkedIn allows getting contact info when pointing at a Linkedin record. However, contact info returned sometimes has DIFFERENT linkedin address than the contact I was searching. Would be great to improve the algorithm so that the contact info returned had matching LinkedIn profile address

    1 vote
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  5. have an "Add Note" button on the Today widget

    I would like to make notes on past meetings, having a link/button on the today screen or event detail popup would be ideal.

    Also, I may not have people who attended the meeting in my calendar entry, I would like to indicate in the notes who was present at the meeting so that I can recall the meeting when meeting them next.

    1 vote
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  6. Add "All time" and "Last Year" options to Reports and ability to remember date selections for last request

    We continually have to change the date on reports. We can have long sales cycles and multiple pipeline reports. Would really cut down on repetitive typing. Thanks.

    1 vote
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  7. Notes and Task based reporting

    Without this we have no way to keep the pulse of our new business initiatives. This is a MUST HAVE or we will be switching systems this year.

    6 votes
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    1 comment  ·  Other  ·  Admin →
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  8. add a field in contacts to separately list a couple; listing them as "Dave and Irene Smith" doesn't pull up any public profile suggestions

    add a field in contacts to separately list a couple; listing them as "Dave and Irene Smith" doesn't pull up any public profile suggestions
    If we can put Dave Smith in one line and Irene Smith on a second line,
    would the profile suggestions for either name pull up? Then we can click on yes or no as to whether the social profiles are either person

    1 vote
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  9. Reporting on Custom Fields

    I'd like to be able to run a report against my custom fields tied to a company account. For example: Show me all the companies that are red widget subscribers up for renewal in the date range.

    1 vote
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  10. amend the new dashboard

    I like the look, but the utility hasn't changed, so I'm not impressed. It would be nice if you were to make it possible to check off events as completed, or be able to interact with my Google calendar and task lists from the dashboard, as I still have to go elsewhere to make changes. Also, I would like to customize the image in the background. And, I want to delay send on some emails.

    1 vote
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  11. Add a Find & Merge Duplicates

    Reviewing contacts and merging one by one takes too long. I'd like a feature similar to gmail where you can find and merge duplicates.

    406 votes
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    21 comments  ·  Contacts  ·  Admin →
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  12. Fix a bug on event creation in a Company

    Today, we had 4 times the same bug when we create an activity / event (selecting "All day event"), after saving it, it does not appear anywhere.

    1 vote
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  13. Ergonomy : Please set the "Add a Person" link to "Down arrow menu" in company (between "attach" and "delete")

    Ergonomy : Please set the "Add a Person" link to "Down arrow menu" in company (between "attach" and "delete").
    Why is it in the bottom of the page on the right column?

    3 votes
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  14. Please, let the ability to make a message field bigger in the "Send Message" tab (drag the right bottom corner)!

    Please, let the ability to make a message field bigger in the "Send Message" tab (drag the right bottom corner).
    How is it possible to have those kind of ergonomic mistake in 2018?

    3 votes
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  15. Confirm Email Template Deletions

    When ever user data is at risk of unrecoverable loss "confirm delete" should be offered. Email Templates, the edit pencil and delete icon are too close together, and if trash is selected it is a fatal mistake... sadly I know :(

    1 vote
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  16. allow a single e-mail to a large group of people.

    I would like to select a list of people and simply send it to all of them...no merge tags or individual messages -- just one single message to a large group of people.

    1 vote
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  17. Release an iPad app.....

    I notice that there have been various updates since last year promising an iPad app, the latest was Q1 2013 which has now passed.

    Any clear idea when this is likely t be available?

    13 votes
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  18. Add numerical lead score for a contact

    To be able to add to/subtract from an integer value associated with each contact before they are in Deals category.
    For example - add points for email opening, link clicking, liking FB page, leaving a review and so on.

    1 vote
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  19. ERP

    Is there any plan to integrate an ERP to the Nimble CRM?
    Thank you very much!
    Mauricio

    4 votes
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    1 comment  ·  Integrations  ·  Admin →
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  20. Add ability to create households or groups

    Our clients are mostly families, rather then companies or individuals. It would be great to be able to group multiple contacts into a "household." A current workaround is to use the "company" field as the "household" name, but then we lose the information about their employer which is also important. A feature like this could also be important for teams within organizations or contacts that are involved with multiple companies.

    6 votes
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