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.
258 results found
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Please update the mobile app to include more useful information about a client
Please update the mobile app to include more useful information about a client
17 votes -
Ability to sort by Klout score
It would be great if Nimble allowed me to find my most influential contacts by having the ability to sort by Klout score.
16 votes -
Nimble - Hubspot dialog
Yes, we can see when a contact has Hubspot activity as it appears in the "Number of clicks" that show up in Nimble's records for that contact.
But it would be useful to also see not only activity....but also...exactly what document (newsletter-white paper-ebook-etc) was clicked on.
It would tell us a lot about the prospect without having to go back to Hubspot to find out.
Thanks, John
6 votesHello,
You may now sync fields from Hubspot to Nimble via our PieSync integration.
Learn more here – https://help.piesync.com/want-to-learn-more/nimble-pie-sync-better-together#nimble_and_hub_spot
Best,
Joseph
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1 vote
Hi John,
Thank you for writing in today.
We have the ability to clear search results by selecting the “X” on the blue search bar after your results are presented.
Please see my screenshot for an example:
http://screencast.com/t/STZH0FOus7c
Please let me know if you have any questions!
Best regards,
Joseph
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Ability to mark activities as completed at the "today' tap
Would be great if activities on the today tab (congratulations & todo's for today) are marked as completed as soon they are completed.
1 vote -
allow me to mark a contact as important, and then choose how frequently i wish to be prompted to keep in touch.
Also, if you could integrate with other CRM systems so i'm reminded more frequently that would be great.
thanks!
3 votes -
Allow tags to be edited in list view
Rather than having to open each contact to edit their tags, it would be so much quicker to be able to edit them in the list view.
1 voteHi John,
Thank you for writing in. You actually can edit tags from the list view in Nimble, all you need to do is hover your mouse cursor over a tag and you’ll see the option to edit or delete a tag.
Please see the bottom of this article for details: http://support.nimble.com/customer/portal/articles/88665-tags-overview
Best regards,
Joseph
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Provide a single row per contcat List View option
It would be great to have the option to display contacts in a single row list view, resembling a spreadsheet, with fields displayed in sortable columns. Better still, very handy when creating a mailing or call list, each row could have a check box. Check the ones you don't want in the final list, then select Invert Selection and the system selects all those contacts except the ones you checked. Then select "make list current" and now those unchecked contacts have gone. Even better still if only the top half of the screen showed the rows of the list, but…
4 votes -
Show the Stay In Touch button on all contacts, not just the contacts surfaced on the Today tab.
i really like the new stay in touch button next to contacts on the Today tab, it should be available on any contact anywhere in the system.
11 votes -
Fix the fault that automatically assigns incorrect social profiles to contacts
There is a known bug where Nimble automatically and randomly assigns incorrect social profiles (linkedin and facebook) to contacts, usually assigning the profile of the Nimble user overwriting any correct profile information that already exists. This causes multiple problems.
I've reported this fault three times over a period of more than 6 months. However the reply I get is essentially "we know about this but we can't find the problem".
I suggest that you give this higher priority!
3 votesHi,
This bug is now fixed. It was related to a bug with our Rapportive integration and you should no longer see incorrectly matched social profiles.
Best regards,
Joseph
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I would like Instagram Integration to Nimble
Instagram Integration
50 votesHi,
We have completed our first pass for an Instagram integration in Nimble.
Right now you may connect your Instagram account to Nimble and manually add profiles to contact records in Nimble.
These profile cards will show some brief profile information and a few recent photos.
In the future, we will add the ability to import Instagram profiles, look up social profile matches, and much more. This is our first pass, so please pardon our dust!
Cheers,
Joseph
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Relate contact to Task or Follow up
IN the engagement possibilites window we have the ability to select to follow up later with the person or social entity. WHen a follow up task is created and added to the calendar it does so without relating the contact we need to follow up wiht.
That means when we follow up, we have to then find that contact or do it on our own through our SM Channel. That is an amazing waste of time. These contacts should be auto related to the task and follow up should be an easy task from within the event itself.
3 votes -
Stay in touch
I love Nimble, but I do miss the Stay In Touch feature with Salesforce.com. A way to send an email for a contact to validate or update their information, and remove bounced records where the email is no longer valid
Would love this feature in Nimble. Perhaps there is a way to do it through MailChimp to send out information on contacts and have people update it through some portal. I do not know but would love it.
3 votes -
Recently contacted - shoule work for new contacts you add
I use gmail and if I email someone who is not in Nimble and then add them to Nimble, they will not show at the top of my recently contacted list. They only show up at the top if I email them after I add them to Nimble. Nimble should use the email date/time to determine the sort order of "recently contacted"
1 voteHi,
Thank you for writing in.
If you have your Gmail connected to Nimble and the contact information for the user you emailed, they will appear at the top of the “Recently Contacted” list.
We already use the email date/time to show sort order, so if you add this user and their email address to Nimble, they’ll appear on top of the “Recently Contacted” list.
If you continue to have issues, please reply back to care@nimble.com and we will troubleshoot and investigate this issue for you.
Best regards,
Joseph
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defualt contact field values
This has been said before by others, but it is extremely annoying to have the default phone category set to "home fax". None of my contacts has a home fax. The default should be set to "work" for a business CRM. And same goes for email and address, both are set to "home" by default. all of these should be set to "work" by default if the default can't be set by the user. Until then, it means that every contact entered requires extra effort.
3 votesHi Doug,
We just released an update today to fix this issue, but we chose “Main” to be the primary field value for Phone numbers.
Here’s the new hierarchy we have for field values:
Phone modifiers in this order:
1. Main
2. Work
3. Mobile
4. Home
5. Work Fax
6. Home Fax
7. OtherEmail modifiers
1. Work
2. Personal
3. OtherAddress modifier
1. Work
2. Home
3. OtherIf you have any questions, please write back to me at care@nimble.com and I’ll be happy to help.
Best regards,
Joseph
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Format phone numbers so Dialers such as Skype and others would automatically provide dialing services.
Phone number formatting continues to come up in demonstrations. And, upon review of the phone number threads, I believe if Nimble development would format phone number fields as formal phone type fields, many of the threads would be answered automatically.
For example: Dialing from mobile - handled
Dialing from web browser with services like Skype and others - handled
Formatting visually - handled
As well a number of other comments I see herein.Thanks for considering.
You guys and gals are doing a WONDERFUL job.
1 voteHi,
I have great news to share: we now integrate with Skype, Google Voice, and mobile phones!
For information on how to set it up, please see our article here: http://support.nimble.com/customer/portal/articles/1390921-nimble-%22click-to-call%22-feature-
Best regards,
Joseph
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Multiple Deal Pipelines
Allow the feature to add multiple pipelines in the Deals tab in Nimble. Not all Sales processes move down the same pathway, and this will help us manage multiple deal-types.
430 votesWe’re happy to announce that we now have multiple deal pipelines in Nimble!
If you have a Nimble account, navigate to Settings >>Pipelines to add a new pipeline.
If you no longer have a Nimble account, it’s a great time to come back to see all of the new features we’ve added in the past year. Sign up for a free trial at nimble.com/register!
To learn more about Multiple Deal Pipelines, check out our blog post here – http://www.nimble.com/blog/nimble-launches-multiple-custom-deal-pipeline-management/
Cheers,
Joseph
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hyperlinks
Possibility to link to documents in Dropbox, Google Drive etc. Very usefull for contracts, calculations, offers, invoices etc.
1 voteHi Wim,
Thank you for taking the time to write to us.
You may add hyperlinks under the “URL” field on a contact record in Nimble. If you want to link to a specific Google Doc, just select “Other URL” and paste in the Google Doc URL.
We recently released a Dropbox integration and you can authorize to Dropbox directly from the contact record.
If you have any questions, please send us an email at care@nimble.com
Thank you for your feedback and support!
Joseph
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Allow users to set default fields on contact records
Right now, when we create a contact from scratch, when we enter the phone number it automatically gets assigned the "work fax" label. We have to then go and edit the information. Also, if we do enter a fax number for the account it automatically gets displayed as the default "phone number" in the at-a-glance information or the contact, resulting in a frustrating experience. I think this is is a bug that needs to be addressed.
1 voteHi George,
We have fixed this issue in Nimble and have added a hierarchy for default field values that appear at the top of a contact record.
This is the hierarchy we have in place for fields values that default to the top of contact records.
Phone modifiers in this order:
1. Main
2. Work
3. Mobile
4. Home
5. Work Fax
6. Home Fax
7. OtherEmail modifiers
1. Work
2. Personal
3. OtherAddress modifier
1. Work
2. Home
3. OtherIf you have any questions, please write back to me at care@nimble.com and I’ll be happy to help.
Thank you,
Joseph
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3 votes
Hi Nelson,
Thank you for writing in today.
We currently allow for our users to complete and create another task when viewing a task in the task pop-up window.
Please see our screenshot for an example: http://screencast.com/t/S7RJwlE6wl
If you have any questions, please let us know!
Best regards,
Joseph
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