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1412 results found

  1. Draft feature for emails.

    I saw we should have this as a separate idea...so here we are! I would love to be able to save my emails as a draft so I don't lose what I've been writing if I need to leave the page to search for information, accidentally hit the back button, or just need to "sleep on it" before I send out an email.

    4 votes
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  2. Allow reordering list of Descriptions in Contacts

    In the Contacts > Data Fields > Description area of a Contact I'd like to be able to change the order (Drag & Drop?). It I find a Description that I want to add & it is more important or relevant than those already there, I'd like top make it more prominent by moving it to the "top" of the list of Descriptions. Thanks!.

    1 vote
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  3. I would like to see the history of opens for a tracked email. I do not see that, if it exists

    When viewing an email I would like to see that it was opened after I have seen a notification that it was. When reviewing activities it would be useful to review email opens, as well. If this already exists, I do not yet see it. People forward emails to superiors (what a horrible word, actually!) for consideration. Thanks

    1 vote
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  4. Description options for Website and Instagram

    Option to either customise descriptions, or for Nimble to add the options of Website and Instagram to Description source.

    1 vote
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  5. Indication on contact record of if the contact has been exported to Mailchimp

    Some automatic indication on the contact record to show if the contact has been exported to Mailchimp or not. Would be helpful if Nimble were also able to check against Mailchimp contacts for an address so as to know if it was already in there or not.

    1 vote
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  6. Disable the Storage of attachments to emails sent

    We often need to send visuals of our work to potential customers. Email attachments consume storage very fast, but we still want to keep records of the email messages sent in the Activities section. We do not need the attachments, it would be great of there was a feature to disable the storing of attachments on for example a specific Group message.

    1 vote
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  7. Allow a Company name to be displayed on the Activities Listing page

    3 votes
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  8. polish zloty

    Please add polich zloty (PLN) to availaible currencies

    3 votes
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  9. Add Today widget for calls

    Tasks and Events widgets are great, but need one for Calls.

    1 vote
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  10. Allow Contacts screen to be customized or change the way it appears on a global level

    Would be EXTREMELY helpful to have the Company name, address, and phone number encapsulated in one display box so those details can be easily copied/pasted for use in other tasks. We deal with MANY companies where the name is the same and only the location is different, so the location is what differentiates it. We've added the city/state to the org name for searches, but the functionality of seeing it all in one snapshot on the screen is critical for daily activities.
    The same with the Person Contacts.
    The "shared with everyone", "stay in touch", and "record owner" details are…

    1 vote
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  11. Be able to view the Notes easily on mobile devices

    The only way to see your notes on your phone is to scroll through all history. Not feasible if I am looking for a note from several months ago and I get emails daily or weekly from contact. A separate NOTES TAB would be great.

    1 vote
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    started  ·  1 comment  ·  Other  ·  Admin →
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  12. allow users to pre-schedule emails to be sent (and must work with email tracking)

    This is a must have for any CRM system. This feature is disabled in Gmail after enabling email tracking for some strange reason...

    4 votes
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  13. report on data fields

    I really need the ability to pull reports weekly/monthly/annually on data fields. For example, I have different custom lead sources set up in my lead fields. I would like to easily be able to report on revenue, deal stage, revenue, etc by lead source.

    1 vote
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  14. Unified Message Inbox - Filtering Options

    I am having a hard time getting the Messages tab to show me a full picture of the messages I want to send or respond to, and of the people I want / need to interact with.

    I have 2 email inboxes and Twitter connected to Nimble as there is some overlap between my personal and business contacts. Also, I get a ton of promotional and other emails which clog up the tab.

    I can currently only choose between my two email accounts, the Twitter profile and the various mailbox folders (Inbox, Sent, Starred, etc).

    I would ideally like to…

    1 vote
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  15. Page selection

    When I select the number of contacts per page I want to have 100 contacts per page and I want it to stay at 100. When I go to a new page it defaults to 30. That's frustrating as hell. Can you fix this.

    1 vote
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  16. ctrl & click - Open New Tab

    Would be great to have the option of holding control when clicking on a new action to open a new tab while keeping the existing page active and open. This will help when moving between contacts, companies and functions.

    1 vote
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  17. Multiple Pipeline Overview

    I have created separate pipelines for each of my products which is awesome, however it would be great, in addition to this, to have a full overview of the combined pipelines in one graph for a specific user, team or the organization on a whole. I do realize that each pipeline has different stages, however this report would simply report on the weighted or total forecast in a given period. A great format for this would be the pipeline chart

    1 vote
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  18. Contact list sorting

    It would be great if you could sort the data by simply clicking on any of the columns. You have catered for some data sets, but I am more interested in sorting by: Organization, title, Lead Type, or Lead Status.

    1 vote
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  19. Need to send meeting requests

    Would like to send Meeting requests, like I do with Outlook and have people accept, decline or suggest alternative...

    1 vote
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  20. Copy Company record address and other data

    Could you come up with a way to easily duplicate or inherit the Company address and phone number, possibly tags into a new Person record who works for that particular Company. It would save so much time and frustration.

    1 vote
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