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32 results found

  1. Automatically handle Twitter shortened URLs

    Creating contacts from Twitter Followers brings in the Twitter shortened URL (e.g. http://t.co/whatever ) for their web addresses.

    The import process should auto-map the shortened URLs to their real equivalents, and you should provide a button to do this on the contacts Edit Form.

    We have thousands of followers, so doing it manually is going to be a right pain!

    3 votes
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  2. Update "last contacted" of company when contacting one of their employees

    When contacting a user who works in a company, the "last contacted" section updates only for him and not for the company. I think it should update automatically, or at least give the option to do so.

    17 votes
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  3. Contacts need middle initial, suffix and prefix

    Need to add fields for middle initials, suffix's and prefix's, when you work with people with multiple given names and certain titles, it's important to address them appropriately. combining these names into fields reserved for first or last name just doesn't cut it when every other contact management software we use breaks those out. thanks.

    16 votes
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  4. Add sort feature to all contact columns

    It would be fantastic to have the option to sort contacts by lead type, lead status, and phone number.

    11 votes
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  5. Search Results: Add "View More" option (or add Next/Prev to top of page)

    In the contacts search results, it's difficult to move quickly through contacts. Few results means I have to scroll to the bottom to see Next/Previous. Please either allow me to see more results per page (50, 100) or at least add Next/Previous to the top.

    3 votes
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  6. Allow CUSTOM time periods for "stay in touch"

    Really, really need the ability to select "Custom" and enter own time period (right from same screen) for which I wish to "Stay in Touch." Often I'm finding that neither weekly, monthly, quarterly, nor annually are appropriate.

    Thanks for an incredible tool!

    71 votes
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    under review  ·  14 comments  ·  Contacts  ·  Admin →
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  7. Add the option to log a phone call (instead of using the "Log Activity" option for this)

    How can a CRM not have the option to log a phone call? Using the "Log Activity" option instead doesn´t seem to make much sense - as activities are basically tasks in Nimble (and are not treated as contacts with a client in regard to the "stay in touch" functionality).

    This seems very basic and obvious to me. Am I missing something?

    75 votes
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    under review  ·  7 comments  ·  Contacts  ·  Admin →
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  8. Filter Contacts' TAGS like a multiple choice for instantaneous results

    I know that a specific search can be done in Advanced but it's more cumbersome and I'm always looking for different combinations of tags so to do an advanced search and save the specific tag combinations isn't feasible nor is it "nimble". Whereas give us the ability to just click on the tags like a multiple choice a la carte list would be outstanding and a great time saver. All of the tags are already listed on the right hand side of the screen. Just give us the ability to click on multiple ones to create our "AND" search. Please?…

    9 votes
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    Hi,

    Thank you for your feedback regarding tag selection in Nimble. We are placing this feature under review for now.

    For the time being, you can run an advanced search on multiple tagged groups to bring them into view.

    We will update this thread as soon as we have an update on what our Product team decides to do with tag selection in Nimble.

    Best regards,

    Joseph

  9. Base Recent Contacts on home screen on interactions, not just which records were opened

    The list of recent contacts on the home screen is only based on which ones we have viewed directly in Nimble. It would be awesome and incredibly useful if this was updated automatically based on our interactions outside of Nimble such as

    Messages sent / received
    Recently created event or task
    Upcoming event or task
    etc.

    The beauty of Nimble is the ability to gather lots of information about our interactions - why not put this to use and give Nimble the ability to predict what information we need before we even need it?

    2 votes
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    Hi,

    This is a great feature request and we will definitely place it under review.

    We have recently rolled out the “Recently Contacted” feature so we certainly have many enhancements to make. This is a perfect example of how we can use information from interactions to better your CRM experience!

    We look forward to sharing more about this potential feature in the future, thank you for this suggestion!

    Regards,

    -The Nimble Team

  10. Auto-format phone numbers

    It's annoying that phone numbers don't auto-format. It would be nice if phone numbers would be auto-formatted as you enter them, just like on Salesforce.com

    21 votes
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  11. Improve contact import from email (batching, better scraping of info from signatures)

    Importing contact info from emails is a nice feature, but currently very limited. In order to make it awesome, it needs the following:

    • Add an easy way to batch process emails which are not yet attached to contacts. I'd like a screen where I can see all the people I've received emails from or who were CCed on emails who are NOT yet contacts in Nimble, so I can check which ones I want to import.

    • Try to intelligently scrape information from a contact's signature, such as Full Name, address, phone number, etc. to add to the contact record.

    17 votes
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  12. 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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    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

  13. Track referrals!

    I would love to be able to link contacts in a referee <-> referrer relationship!

    11 votes
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  14. 12 votes
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  15. Compatability with Google Voice Chrome Extension

    The Google Voice Chrome Extension makes phone numbers clickable so that with a couple of clicks I can call with Google Voice. It works on most websites, but not on yours. I'm guessing the GV javascript runs before you download the number. Maybe you could just wrap all numbers with the GV code, see example:

    <span id="gc-number-0" class="gc-cs-link" title="Call with Google Voice">570-123-4567</span>

    1 vote
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  16. Show all contacts without a tag

    I'd be nice to filter out all contacts without a tag so that we could easily add tags to those lacking them.

    19 votes
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  17. Add the delete/merge buttons at the bottom of contact list as well

    Right now, if I go through my list to delete unwanted people, I need to scroll all the way back up to find the Delete button, as well as other buttons such as merge etc.

    Why not put them on the bottom.. or better yet, have it on the side sliding by to follow my viewport on the screen?

    11 votes
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  18. make it easier to view contacts by making more contacts visable on the screen

    right now i have 24 pages of contacts and it would nice to see more than 8 or 9 at a time,,,,,,i have to scroll down the page and then click on a number or scroll all the way back up to use the search box. Put a search box at the bottom too,,,,and also why not an alphabet at the bottom so i can quickly go to the section without guessing which number is the "s" section.

    7 votes
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  19. Better Tag Management

    Improve tag management. We should be able to delete many tags at once in case of import errors.

    22 votes
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  20. Improve the VCard function

    We have a company that will have 6 users but I'm the person who mainly does the inputting of new contacts. For instance if our CEO attends a conference, he will typically come back with a stack of business cards which he would give to me to input. He then likes me to send him VCards of the most important contacts. It would be nice to be able to select the contacts and click on Export as Vcards and they automatically get attached to an email as attachments in VCF format.

    6 votes
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