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.
195 results found
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Archive tags, put tags in an archive instead of deleting them
Our sales team is going to create a lot of Tags that we will use for some months and then we would like to put them in an archive, to make them invisible on the contactspage, rather then deleting them to be able to pick them up at a later point.
Access them later via the advanced search would be prefferred.0 votesHi,
Thank you for your feedback and idea.
At this current time, we don’t envision changing the structure of our tag function in Nimble, so we must decline this idea.
Rather than having your team use tags, I recommend using the custom data fields feature for Nimble. Custom data fields are better than tags because they are less cluttered, more easily controlled by management, and you can export custom data field information to CSV, while we don’t support exporting of tags for now.
For more information about custom data fields, please take a look at our article here: http://support.nimble.com/customer/portal/articles/237319-custom-fields
If you have any questions about how to best set things up, please send us an email at care@nimble.com and we’ll be happy to help.
Best regards,
Joseph
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Add Sorting for custom fields
Sorting by a custom date or number in a custom field is a must have for me, and I think would be of great use for a lot of your customers. Why not add the ability to sort results by custom fields.
10 votesWe do not have plans to offer sorting on all custom fields at this time. We recommend exporting to CSV to sort on specific fields in Excel or another spreadsheet program.
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Expand Outlook Tool
I really need an outlook tool to tag/mark emails & keep them connected to my nimble contacts to track history. Similarly, I need to be able to weed out emails that come in that I do not want connected/tagged in nimble. I get emails from listservs and I do not want every new email to automatically create a new contact. My email history and communications with my clients are critical to my business, and the ability to go back and see the exchange, even if older than 90 days, is critical. What is the point of the integration if there…
3 votesHi Jessica,
Thank you for sharing your feedback about the Outlook tool.
As of right now, Nimble’s message fetching is built to sync all messages to Nimble, we don’t offer the ability to sync only specific emails to Nimble.
Also, when new emails are received, contacts are not automatically created in Nimble; contacts from new messages can only be made manually in Nimble.
Because this request is related more to message syncing than our Outlook tool, we are declining this feature request.
I would love to answer any of your questions related to Nimble and our message syncing/contacts creation. Please send an email to care@nimble.com or reply to this thread and I will be happy to help.
Best regards,
Joseph
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UserVoice Integration
Integrate with UserVoice so that our customers show up in UserVoice while we're talking with them.
9 votes -
Integrate with Harvest
When I mark a deal as won it would be great to then pull that data into Harvest so a project is created with all the contact details
4 votes -
When adding people in contacts - have the option not to add a separate company page
It is not always needed when you only have one contact at that company. This is especially important when you adding prospects from lists, then you call them and if they are not interested you have to remove both people and company page. I hope this makes sense
4 votesHi,
Thank you for your feedback.
Unfortunately, we made a decision to create separate company and contact records at the outset of the application and we don’t plan on changing this feature.
If the “company” field is filled out on a contact, it will create a record for the company as well. This is all based on our database design.
I also want to mention that if you delete a contact and they are the only person related to a company, you will be prompted to delete the company record as well because no person is working at that company.
I understand that this may require different thinking for your current workflow, therefore, we are always happy to provide assistance if you write to us at care@nimble.com.
Best regards,
Joseph
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integrate with ArchiOffice
Archioffice is a project management and office management application that shares a lot of common information with Nimble, such as contacts and deals/projects, task. However they o not have a real CRM facility so we need to use both applications.
Integration between the two would enable fantastic collaboration and functionality to both applications.2 votes -
Import RSS feed items into signals
I think, it could be good idea to import RSS feed items into signals page.
5 votes -
full wysiwyg editor
I noticed that while we can do bolden etc, there is a lack of editing capabilities for those that aren't fluent in HTML within messages as well as the Signature input for Nimble. Im sure that we can benefit form the full text editor in all areas - including hyperlinks, bulletpoints and many of the other provided functions would be extremely helpful.
Thank you!
17 votesHi,
At this time, we don’t plan on building a text editor into Nimble that shows wsiwyg. I recommend using a free tool like htmledit.squarefree.com to check on code and the resources at www.w3schools.com. Simple HTML is not too difficult with a little bit of practice. I’m not an expert at all, and I’m able to get by.
Cheers,
Joseph
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Gmail folder assignment support
I love the near* seamless integration with Gmail in the system. However I utilize many sub folders to organize my emails and I would love to be able to switch over to using Nimble only, vs keeping both nimble and my email open. As it stands, should i receive invoices as an example I have to open my webmail to assign the email including the invoice to the invoices folder i have set up rather than doing it directly in Nimble.
9 votes -
Delete selected messages WITHOUT the "Are you sure" prompt
When I select many messages to delete (much are spam), I get "Are you sure you want to delete all selected messages?" every time, which I find irritating. Gmail does not do this, and I believe for the very reason it's irritating. (If this is supposed to protect people from themselves, then, imo, there should at least be a preference choice of one way or the other in settings.)
1 vote -
Today Page & Newsle Integration
Integrate the kind of social search that Newsle (http://newsle.com/) provides in a widget on the Today page.
"Newsle finds articles about you, your friends and colleagues, and anyone else you care about and notifies you minutes or hours after they're published.
Newsle's private beta launched in January 2011, and was covered by TechCrunch. The current version, which launched in February 2012 is a major evolution of the original concept. Newsle combs the web continuously, analyzing over 1 million articles each day - every major news article and blog post published online, as well as most minor ones.
Newsle's…
4 votes -
Add support to {first_name} and {last_name} in External Web Pages.
Please add {firstname} and {lastname} in External Web Pages, as not all searches require a full name.
2 votes -
be able to see separate deals in pipeline mode
In Deals, when I search for a type of deal, it shows up in List View... it would be extraordinarily useful if it could show in Pipeline view.
1 vote -
1 vote
Hi Leonel,
Thank you for writing in and submitting this request.
Unfortunately, our API integration with MailChimp limits us from exporting single contacts to MailChimp so we won’t be able to bring this feature to Nimble.
If you have any questions, please let me know and I will be happy to help.
Best regards,
Joseph
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Set up Deals pipeline like it is in Pipedrive...
Make the DEALS pipelines fit within one page and provide folders where one can just view pipeline for specific products (like in Pipedrive)
3 votes -
1 vote
Hi Kate Ann,
Thank you for writing to us.
We don’t plan on optimizing Nimble for printing your list of appointments, so my best recommendation is to print out the Nimble Daily email we send each morning. The Nimble Daily will have a list of all of your upcoming tasks and events for that day.
At this time, we don’t plan on adding weekly events to the Nimble Daily, I’m sorry about that!
If you have any questions, please reply to this thread or email care@nimble.com and we’ll be happy to help!
Best regards,
Joseph
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Multiple NIMBLE user account management
i use NIMBLE at several companies through seperate accounts - it would be great to nimbly flick between accounts (similiar to pages in facebook),as the current switching between accounts is a little dificult.
14 votes -
implement free text search
This will enable quicker searches for specific contacts, contacts who you know but can't recall the full ID details and contacts you don't know but have previously segmented via tags.
Providing a search box which can't pick up tags is pretty frustrating.
1 vote -
integrate anymeeting
how about possibility to set up meetings with any meeting. this is the most powerful webinar software I know for FREE!
1 vote
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