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.
91 results found
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Allow people to attach directly from their mac or pc not just dropbox or google drive
Allow people to attach directly from their mac or pc not just dropbox or google drive
6 votesYou now have the ability to attach files directly from your laptop or desktop computer without using external file-sharing services.
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enable update or delete addresses records that automatically synced to our contacts records from social profiles that linked to the contacts
We are facing a problem when we would like update or delete addresses records of our contacts that have several addresses in their records (Especially these addresses are being automatically synced to our contact records from social profiles that have been mapped to our contacts)
When we delete or update one of the address records and click on update contact to save the new records, then we return back to the same contact page it doesn't update and show the same olds records that it was before the update or delete process!!!
This a system bug and it is doesn't…
3 votesHello,
You may mark social profiles as incorrect to stop automatic matching.
If you continue to have issues, please write us at care@nimble.com to help us investigate.
Best,
Joseph
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1 vote
Hi Luis,
You may search by Lead Status or Lead Type via our new Segmentation UI.
Add a group based on one of these fields and you’ll see contacts organized in this way.
If you have any other questions, reply to us here at care@nimble.com.
Best,
Joseph
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Create notes about an Event or Conference associated with multiple contacts
Often when I attend an event, I want to write all of my important notes in one place. For example, if I went to a conference and connected with 10 people, I would want to write an overview of how it went and who I met. Then, I would like to be able to add contacts associated with the conference as needed.
1 voteHi Denae,
Thanks for reaching out.
If you use our Nimble mobile apps for iPhone or Android, you will have the ability to be prompted to log a note after an event ends. Add the app from Google Play or the App Store to get started.
Best,
Joseph
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1 vote
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1 vote
Hi Jason,
You may search in Advanced Search for contacts with “Email is Empty” to bring up all contacts without an email address.
From here, you can create a saved search and any record that meets this criteria will fall into this search filter.
This type of search “is empty” or “is not empty” can be applied to many different data fields in Nimble. For example, you can search on all contacts without a Twitter or LinkedIn URL but with an Email Address to help you narrow down who you need to connect with.
Best,
Joseph
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Better Management of Leads Prior to Becoming a Pipeline Deal
We really need a better way to identify and track the progression of prospects before they enter the Deal Pipeline.
Typically you want to keep "Deals" separate from "Leads" which you can do in Nimble. We've got lots of "Contacts" in Nimble and use the configurable fields to identify different types of Contacts, one of which is "Prospect" or a potential lead.
For those contacts that represent a potential lead, we want to track the progression through a staged process: new, contacted, engaged, and (ultimately) validated...at which point we create a "Deal" in the pipeline. Some lead's don't turn into…
3 votesWe feature the ability to track leads in Nimble via our customizable Lead Type, Lead Status, and Lead Source fields.
Learn more here:
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grid
I'd love the ability to choose which columns I do (and don't!) want visible in the grid view.
6 votes -
Update "Stay in touch" from iOS
I'd like to be able to update the stay in touch cycle from a contact from my iOS device. The app offers to take notes for a particular contact but not to update stay in touch. Would be very useful on the go.
3 votes -
Import contact picture from gmail
It would be nice if Nimble could import each contact picture from Gmail.
3 votes -
Be able to create a new contact from Messages
unless you can do so already but I couldn't see it.
1 vote -
add team notifications
My team and I would like to update each other with news about a contact or meeting we held. When updating our client history, it would be nice to be able to ping members of my team through Nimble about important updates.
Possible a drop down menu within my company's account with the option to choose multiple team members to communicate this new note to. Like getting an email for a new task assigned, my team would get an email about a new note logged or deal logged about an important contact.
3 votesHI Nathan,
You can notify team members in the app if you assign a task and have task notifications turned on.
They receive notifications in-app, or via email, too!
Cheers,
Joseph
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Display manually entered Birthdays on Today Page and Signals Tab
Birthdays which are entered manually to the contact profile do not show up on the Today page and Signals tab. This should be very easy and straightforward to implement, since the system already shows birthdays for facebook contacts for example.
45 votes -
Gmail Widget: Query new contacts and pre-populate name fields.
Hi There,
Happy Nimble customer here with a feature request to improve the Gmail Contact widget. I email a lot prospects and wish to import, and tag them all WHILE emailing them.
Many times my favorite Rapportive feature, the "import to nimble" button, doesn't appear or fails to import. So my alternative options are:
1) Load up the nimble website, browse to my sent Email messages. Open the sent message and about 90% of the time Nimble successfully queries and finds this prospects LinkedIn account. Thus, pre-populating their name, title, business name, etc. All I have to do is click…
1 vote -
Need to preserve formatting, spacing in notes
I take long notes on my calls with different prospects. These notes cannot be saved in Nimble. They lose their formatting, bold, etc. Right now I use Evernote to store the notes, but that's difficult because everyone on the team has to open Evernote to see my call notes.
You really need better note taking abilities. Bold, formatting, numbered/bulleted lists, really just basic HTML formatting, the same as any email program. And the should not pop up in a tiny window with all the text running together.
16 votes -
Show tags in search results
Give me the option to show Tags in search results. It would help with 1) ensuring my tags were added correctly (which has been an issue for me) and 2) allow me to quickly determine who to contact (as I use tags for that)
0 votesHi Jasmine,
Thank you for writing in today.
You may see tags in search results in Nimble by hovering over the green “Tag” icon next to a contact.
Here is an example: http://screencast.com/t/qtRZRjbwkhCU
If you have any questions, please reply to care@nimble.com.
Best regards,
Joseph
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Allow customers to select their own important contacts
The current "3 per day" is placing all control in the hands of Nimble - instead of where it should be - in the hands of the user.
This is a serious limitation of functionality.
1 voteHi Rob,
Thank you for writing in.
Good news, we have this feature in Nimble!
Right now, you can mark any contact important by checking the “star” icon from their contact record.
Please see my screenshot for an example: http://screencast.com/t/khzmprAc
If you have any questions, please email care@nimble.com, and we will be happy to help.
Cheers,
Joseph
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Let us manually reset or overide the stay in touch / past due reporting.
I do stay in touch with contacts but often through an offline process. However I can see a growing list of people I'm being warned are past due for a 'stay in touch' effort and there seems to be no way of logging an offline initiative that the system recognises and causing it to reset the clock. Or am I missing something?
15 votes -
Enable mass delete of contacts through holding down shift key between edges
There seems no easy way to "clean up" the contact list - Propose that the DB does what most do and allow us to select one, hold the shift through to the next one we want to key and highlight a whole list for deletion easily.
As it is a clean up seems too awesome a task - or am I missing something?
1 voteHi Alana,
You can bulk delete contacts in groups of 1,000 in Nimble.
Please see our article for more info:
http://support.nimble.com/customer/portal/articles/397408-bulk-deleting-contacts
If you have any questions, please write us at care@nimble.com and we’ll be happy to help.
Best regards,
Joseph
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Next Micro-Step After Merge
... allow my Merge action to be followed by my being back in the List.
Right now: After I click merge, I am placed into the merged resulting contact. What I really want to do is to see the list from where I left it, so I can continue. Nimble forces me to do yet another click and wait for the list to update
1 voteHi Sergiu,
We are about to deploy this feature this week, therefore I am marking this task as complete.
Thank you for this suggestion!
Cheers,
Joseph
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