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1422 results found

  1. delete custom fields

    I had a legacy database that I brought into Nimble. I thought that I would need 3 fields that were not native to Nimble, so I created them and imported my data. For unknown reasons, Nimble added them to the top of the Sales table settings, which is the default table settings, which meant that important info got pushed out of the visible fields. I thought OK I will remove them from Sales Table Settings. After numerous tries, that doesn't seem possible - it reverts back. I can do that in Custom Table settings, but that means I have to…

    1 vote
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  2. Allow Tasks view to stay expanded

    Nimble used to show all tasks including overdue, upcoming, etc. on one screen and you could easily access a task or search with ctrl-F. At some point you made it so that every time you view the tasks page the various categories collapse and only show the first three tasks. I almost always have to click the "... X more" link to do what I need. It's super annoying and unlike most applications. If I click "... X more" let that group stay expanded. Give me a glyph to collapse it if I want to and maybe another option to…

    3 votes
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  3. Auto Purge Email - I don't want extra storage

    I don't want to buy extra email storage and I don't want to have to delete and reinstall it. I want an option to reduce the email that Nimble keeps. I don't need it to store all my email.... only the relevant ones... which is MUCH less space.

    8 votes
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  4. John - why isn't Nimble integrated with Webinar Ninja via Zapier?

    Zapier has integrations with lots of great apps - Webinar Ninja is the Nimble of webinar platforms - please just do it!

    1 vote
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  5. get live chat.!!

    It's difficult to get up and running quickly with 3 hour response times. Yikes!!!

    2 votes
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  6. Fix the disconnect between LinkedIn and Nimble.

    All too often the suggested LinkedIn profiles are just plain wrong (example would be the correct name linked to the incorrect profile picture). There is a lot of work to do in fixing the data exchange before it can be trusted. Even if I enter the correct profile manually, its a hit and miss affair about what data actually synchronises.

    1 vote
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  7. Reload contact page after deleting a reminder

    Reminders that are completed are shown as such immediately, whereas deleted reminders require a page reload - please consider removing the reminder immediately after it is deleted

    1 vote
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  8. show emails related to the deal

    Have filter so we can see communications just related to the deal and not all communications.

    4 votes
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  9. Create an iPad app

    I would like to be able to use as an always available app as opposed to web based

    1 vote
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  10. Can you please add a 'reference' in the attachment section, to reference to the local folder/file. This will minimise server data space

    Can you please add a 'reference' in the attachment section, to refer to the local folder/file. This will minimise server space, for large files and also protect from sensitive files being sent to Nimble server... Its understood, such files will not be available from any other machine.

    1 vote
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  11. Sort templates

    Drop down list of templates should be sorted alphabetically

    1 vote
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  12. 1 vote
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  13. Nimble prospector and linkedin

    Using the prospector with LinkedIn allows getting contact info when pointing at a Linkedin record. However, contact info returned sometimes has DIFFERENT linkedin address than the contact I was searching. Would be great to improve the algorithm so that the contact info returned had matching LinkedIn profile address

    1 vote
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  14. have an "Add Note" button on the Today widget

    I would like to make notes on past meetings, having a link/button on the today screen or event detail popup would be ideal.

    Also, I may not have people who attended the meeting in my calendar entry, I would like to indicate in the notes who was present at the meeting so that I can recall the meeting when meeting them next.

    1 vote
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  15. Add "All time" and "Last Year" options to Reports and ability to remember date selections for last request

    We continually have to change the date on reports. We can have long sales cycles and multiple pipeline reports. Would really cut down on repetitive typing. Thanks.

    1 vote
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  16. add a field in contacts to separately list a couple; listing them as "Dave and Irene Smith" doesn't pull up any public profile suggestions

    add a field in contacts to separately list a couple; listing them as "Dave and Irene Smith" doesn't pull up any public profile suggestions
    If we can put Dave Smith in one line and Irene Smith on a second line,
    would the profile suggestions for either name pull up? Then we can click on yes or no as to whether the social profiles are either person

    1 vote
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  17. Reporting on Custom Fields

    I'd like to be able to run a report against my custom fields tied to a company account. For example: Show me all the companies that are red widget subscribers up for renewal in the date range.

    1 vote
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  18. amend the new dashboard

    I like the look, but the utility hasn't changed, so I'm not impressed. It would be nice if you were to make it possible to check off events as completed, or be able to interact with my Google calendar and task lists from the dashboard, as I still have to go elsewhere to make changes. Also, I would like to customize the image in the background. And, I want to delay send on some emails.

    1 vote
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  19. Stop automatically adding a contact's work address because the source you pull from is often incorrect

    I thought the auto assignment of incorrect social media info was fixed, but it doesn't appear to be.

    2 votes
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  20. Fix a bug on event creation in a Company

    Today, we had 4 times the same bug when we create an activity / event (selecting "All day event"), after saving it, it does not appear anywhere.

    1 vote
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