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.
1412 results found
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Provide an option to read release notes during an update
When you are investing your time and energy into a system (and for some money) it would be nice to see what changes have been made.
1 vote -
View Social Stream by Tag
Often it makes sense to ask "What are these group of people thinking about today?
I'm wondering if there's a way to view the social stream for contacts with a particular tag, avoiding the needlessly tedious task of going into the social stream for each contact individually.
!104 votesHi,
We are placing this request under review.
For now, you can save searches and view your Signals by saved searches.
This means that you can create a saved search based on a specific tag you want to monitor and we will surface that information for you based on your engagements.
We will review ways we can improve this feature and update this thread when we have more information to share.
Thank you for your feedback and support!
Joseph
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Archive tags, put tags in an archive instead of deleting them
Our sales team is going to create a lot of Tags that we will use for some months and then we would like to put them in an archive, to make them invisible on the contactspage, rather then deleting them to be able to pick them up at a later point.
Access them later via the advanced search would be prefferred.0 votesHi,
Thank you for your feedback and idea.
At this current time, we don’t envision changing the structure of our tag function in Nimble, so we must decline this idea.
Rather than having your team use tags, I recommend using the custom data fields feature for Nimble. Custom data fields are better than tags because they are less cluttered, more easily controlled by management, and you can export custom data field information to CSV, while we don’t support exporting of tags for now.
For more information about custom data fields, please take a look at our article here: http://support.nimble.com/customer/portal/articles/237319-custom-fields
If you have any questions about how to best set things up, please send us an email at care@nimble.com and we’ll be happy to help.
Best regards,
Joseph
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Group Notes
It would be great to be able to add a GROUP NOTE. That is create a specific note and include it in the time line of multiple contacts.
Thanks, John
9 votes -
Integrate with Harvest
When I mark a deal as won it would be great to then pull that data into Harvest so a project is created with all the contact details
4 votes -
6 votes
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Prompt me to "Save and Create New" when logging an activity
You have "Complete and Create Another" when completing a task that was already created. However, I often Log an Activity and then when to create the follow up activity. Especially true when I have unscheduled call, text or Skype et al.
3 votes -
full wysiwyg editor
I noticed that while we can do bolden etc, there is a lack of editing capabilities for those that aren't fluent in HTML within messages as well as the Signature input for Nimble. Im sure that we can benefit form the full text editor in all areas - including hyperlinks, bulletpoints and many of the other provided functions would be extremely helpful.
Thank you!
17 votesHi,
At this time, we don’t plan on building a text editor into Nimble that shows wsiwyg. I recommend using a free tool like htmledit.squarefree.com to check on code and the resources at www.w3schools.com. Simple HTML is not too difficult with a little bit of practice. I’m not an expert at all, and I’m able to get by.
Cheers,
Joseph
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Expand Outlook Tool
I really need an outlook tool to tag/mark emails & keep them connected to my nimble contacts to track history. Similarly, I need to be able to weed out emails that come in that I do not want connected/tagged in nimble. I get emails from listservs and I do not want every new email to automatically create a new contact. My email history and communications with my clients are critical to my business, and the ability to go back and see the exchange, even if older than 90 days, is critical. What is the point of the integration if there…
3 votesHi Jessica,
Thank you for sharing your feedback about the Outlook tool.
As of right now, Nimble’s message fetching is built to sync all messages to Nimble, we don’t offer the ability to sync only specific emails to Nimble.
Also, when new emails are received, contacts are not automatically created in Nimble; contacts from new messages can only be made manually in Nimble.
Because this request is related more to message syncing than our Outlook tool, we are declining this feature request.
I would love to answer any of your questions related to Nimble and our message syncing/contacts creation. Please send an email to care@nimble.com or reply to this thread and I will be happy to help.
Best regards,
Joseph
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Adding people as friends, colleagues, customers, suppliers, etc. to enable the conversation to be better suited.
By changing the type of contact, one can define how the conversation should be. As well as that, if someone in the the organisation is a friend then I want to be able to start the conversation with their assistance.
3 votes -
3 votes
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notes for contacts and organisations
currently you can enter several contacts to a note. It would be nice, if you can add also oraganisations. Additionally the notes-popup is very small. Could you enlarge it?
3 votes -
Delete Multiple Activities
When we switched from ACT to Nimble all of our existing CRM data was transferred across quite successfully with the exception of ACTIVITIES. I now have 1000s of past due items which I need to delete from my ACTIVITIES but cannot find a way to do a multiple delete. We need a function to do this.
1 vote -
Add the ability to search contacts by number of messages
When searching I contacts I would like the ability to search for contacts by number of messages. Say over 10 for instance. This way I can search for contacts that haven't been contacted for over 3 months who I have at least 5 messages, this would more likely indicate old contacts I worked on a project with.
3 votes -
Hey - how about allowing multiple account sync with HootSuit?
This way, people who run multiple accounts on Hootsuit, could import certain accounts to specific Nimble accounts and not only to the default account set in the Hootsuit app.
-Yair
1 vote -
Fix your delete all
Bugs in your system. Click All contacts, click the checkbox to select all, then click the "select all 2465 contacts" then select delete. Had to do this several times in order to actually delete all. It seems to only delete 1000 at a time but says it is deleting ALL contacts. Also, your system appears to have no cancel account option. I would like to delete myself but can't.
3 votes -
When adding people in contacts - have the option not to add a separate company page
It is not always needed when you only have one contact at that company. This is especially important when you adding prospects from lists, then you call them and if they are not interested you have to remove both people and company page. I hope this makes sense
4 votesHi,
Thank you for your feedback.
Unfortunately, we made a decision to create separate company and contact records at the outset of the application and we don’t plan on changing this feature.
If the “company” field is filled out on a contact, it will create a record for the company as well. This is all based on our database design.
I also want to mention that if you delete a contact and they are the only person related to a company, you will be prompted to delete the company record as well because no person is working at that company.
I understand that this may require different thinking for your current workflow, therefore, we are always happy to provide assistance if you write to us at care@nimble.com.
Best regards,
Joseph
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Visualisation of your contacts to show who is neglected
http://www.fastcodesign.com/1672987/create-an-intimate-map-of-your-life-using-just-your-email-inbox
I like the "today" tab but some sort of overview would be great - something like this would be beautiful with neglected contacts showing as red.2 votes -
search directly social networks when entering name
when entering an new contact/company please check if it is available in in one social networks and ask get the information directly
3 votes -
more then one organisation per contact
add the possibility to add several companies (for instance semi-colon-separated) to one contact. Many networkers work for more then one company (as founder, advisor, etc.)
2 votes
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