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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.

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258 results found

  1. 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
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    completed  ·  1 comment  ·  Activities  ·  Admin →
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  2. 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
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  3. 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 votes
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    1 comment  ·  Integrations  ·  Admin →
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  4. 1 vote
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  5. 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
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  6. 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
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  7. 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 vote
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  8. 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
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    completed  ·  1 comment  ·  Contacts  ·  Admin →
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  9. 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
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    completed  ·  2 comments  ·  Contacts  ·  Admin →
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  10. 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 votes
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  11. 50 votes
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    Hi,

    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

  12. 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
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  13. 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
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  14. 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 vote
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    0 comments  ·  Contacts  ·  Admin →
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    Hi,

    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

  15. 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 votes
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    0 comments  ·  Contacts  ·  Admin →
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    Hi 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. Other

    Email modifiers
    1. Work
    2. Personal
    3. Other

    Address modifier
    1. Work
    2. Home
    3. Other

    If you have any questions, please write back to me at care@nimble.com and I’ll be happy to help.

    Best regards,

    Joseph

  16. 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 vote
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  17. 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 votes
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    59 comments  ·  Deals  ·  Admin →
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    We’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

  18. hyperlinks

    Possibility to link to documents in Dropbox, Google Drive etc. Very usefull for contracts, calculations, offers, invoices etc.

    1 vote
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    Hi 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

  19. 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 vote
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    0 comments  ·  Contacts  ·  Admin →
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    Hi 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. Other

    Email modifiers
    1. Work
    2. Personal
    3. Other

    Address modifier
    1. Work
    2. Home
    3. Other

    If you have any questions, please write back to me at care@nimble.com and I’ll be happy to help.

    Thank you,

    Joseph

  20. 3 votes
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