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1417 results found

  1. Allow sorting of Deals by Expected Date (when grouped)

    We generally use the list view for our Deals. When we select "Owner" in the "grouped by" drop-down, the Deals are sorted in seemingly random order. We would like to have the Deals sorted by Expected Date even when they are grouped.

    1 vote
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    0 comments  ·  Deals  ·  Admin →
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  2. Fix the bug that deleted all my email templates when I saved a new one.

    I might have to stop using Nimble. I added a new e-mail template and my first 5 templates DISAPPEARED. How is this defect real.....

    3 votes
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    0 comments  ·  Other  ·  Admin →
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  3. Make the list view in Deals able to see the flow same as in the pipeline

    Make the list view in Deals able to see the flow same as in the pipeline.
    Now I can only see the stages in alphabetical order

    1 vote
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    0 comments  ·  Deals  ·  Admin →
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  4. fix the bug that won't let me delete a task

    1 vote
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  5. Past due tasks can be dragged and dropped to today It is a lot of work to have to edit each task when I just want them to roll over

    When tasks become past due, it is a "task" to have to move the dates. I would like to see us be able to drag and drop them to a different date or have a button to have them move over to today...

    Thanks

    3 votes
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  6. CampaignMonitor integration

    I work a lot with CampaignMonitor for email marketing and would love to have Nimble integrate to easily export and sync contacts information with the campaignMonitor mailing lists and view reports of open and clicks of emails within Nimble.

    23 votes
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  7. Make it possible to do a universal change on lead details

    i.e., on a specific field for a group of records, such as changing a selected group of people to a specific lead type all at once, similar to tagging a group at once.

    1 vote
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    0 comments  ·  Contacts  ·  Admin →
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  8. Sort the Tags column in the Contacts list alphabetically

    It would be much easier to visually scan for missing or obsolete tags in the Contacts list if they were sorted alphabetically within the Tags column. Currently they appear to be sorted by the order they were added to each contact record.

    1 vote
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    0 comments  ·  Contacts  ·  Admin →
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  9. Deals displays Profit margin

    Add a column to Deals to enter the profit margin, adding this feature to Deals would universally help all Nimble customer that use deals. good to see revenue but even better to see the profit on deals

    1 vote
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    0 comments  ·  Deals  ·  Admin →
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  10. Add Activity Sets

    If you often repeat the same set of tasks for a given process within your business, you may find it faster to create an activity set for these tasks, which can then be added to the item, resulting in all the tasks in the set being created automatically - rather than manually creating each task individually every time. It's a great way to automate processes within your Organization

    229 votes
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    35 comments  ·  Activities  ·  Admin →
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  11. Make it possible to rearrange the order of Email Templates (probably using drag and drop)

    I want to be able to put the most used message/email templates at the top of the dropdown list

    So want Nimble to have the functionality where can rearrange the order of Email Templates, probably using drag and drop or similar.

    3 votes
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  12. Add quick add contact link in search result view

    Add quick link to add a contact in the search result view to add contact when no contacts match.

    Right now, you can only refine your search or delete it. Nine out of ten times, when I get a "No Contacts Matching" message, I will want to ADD the contact (person or company)

    7 votes
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    1 comment  ·  Contacts  ·  Admin →
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  13. Hyperlink Images in Emails

    Can we please add the ability to hyperlink images in emails (especially group emails)?

    This would be really helpful with click throughs and email engagement.

    Thanks.

    3 votes
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    1 comment  ·  Messages  ·  Admin →
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  14. Allow Links in Deal Information

    Nimble is currently at a slight disadvantage to competitors in that it does not allow documents to be attached to either contacts or deals. I've seen the suggestion that we could add a document url to the contact info, which is fine for contacts, because you have URL fields in contacts. But for deals this does not work, because a) there are no url fields and b) inserting a link into the notes does not automatically identify it as a url and make it clickable. It's a copy/paste affair which is not a good look.

    As a quick fix, if…

    7 votes
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    0 comments  ·  Deals  ·  Admin →
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    planned  ·  AdminSergey Shvets (Director of Product, Nimble) responded

    Hi,

    Thank you for writing in and suggesting we add URLs for documents to deals in Nimble.

    As of right now, we plan to add both custom fields and document URLs to Nimble.

    Because of our planned custom fields for the Deals tab, we will likely allow users to add links in the deal information.

    Best regards,

    Joseph

  15. Recurring task

    You already have the option to have recurring events but would like the option to have recurring tasks.

    158 votes
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    under review  ·  22 comments  ·  Activities  ·  Admin →
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  16. Enable printing for direct mail labels (e.g. Avery)

    I'd like to print and mail some postcards to prospects and would like to print address labels directly from nimble (rather than exporting csv, etc).

    39 votes
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    4 comments  ·  Integrations  ·  Admin →
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    declined  ·  AdminSergey Shvets (Director of Product, Nimble) responded

    Hi,

    At the current moment, we do not have plans on adding a print function to Nimble for direct mail labels.

    For now, I recommend exporting to CSV to format address fields for programs like Avery.

    I understand that this is an often-requested feature and one that older CRM systems have had for a long time. We don’t currently envision this feature to e added within the 2013 timeframe so I am declining it.

    If this feature receives an overwhelmingly large amount of votes, we will be happy to reconsider it.

    Best regards,

    Joseph

  17. How can I see my customers and clients social stream on my dashboard as soon as I sign in?

    1 vote
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  18. How do I make Tasks, Activities and Calendar the first thing I see on my dashboard when I sign in?

    1 vote
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  19. Enable mass adding of activities to contacts

    Users should be able to search for a group of contacts using advanced search, and then mass add an activity to that contact group.

    This is somewhat of an offshoot of this post: http://nimble.uservoice.com/forums/126687-nimble/suggestions/2152783-allowing-querying-by-contact-activity

    For example, in search:

    "show me all contacts tagged X and X", or "show me all contacts I haven't talked to in 2 months"

    and then using the select feature, you should be able to add an activity for all people at once, for example "send an update email".

    23 votes
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    1 comment  ·  Contacts  ·  Admin →
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    under review  ·  AdminSergey Shvets (Director of Product, Nimble) responded

    Hi,

    We are placing this feature under review and we hope to share more information in the future.

    Thank you for taking the time to submit and vote for this issue, we truly appreciate your support for Nimble!

    Best regards,

    -The Nimble Team

  20. Make the app better by allowing current businesses to be indexed and found when scanning a business card. Your card scanner is also buggy

    1 vote
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