Nimble
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This forum is for feature requests for Nimble to help us gauge what would help you be happier with Nimble.
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1422 results found
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track/view how many times you contact each person of a group in a given period of time
To see where you are spending most of your correspondence time. Be able to analyze which contacts are taking up most of your time and whether or not you should spend that energy focused on other opportunities for a greater payoff. Contactually has something similar I'm hoping you will integrate. Great work on the program!
1 vote -
allow the assignment of emails to contacts
As similar folks have written in, I have emails from sources other than the customer email address that need to be recorded in the stream of activities for that customer.
Specifically, when a payment comes in from PayPal, the email address that the payment is "from" is a Paypal address.
I would like to reassign this email to the customer, whose email address appears later in the email, so that I can see the entire list of touch points with that customer, including when he/she pays the bills!
:)
This is quite common in offline CRM desktop programs.
1 vote -
Allow anyone to move deals in pipeline view
A user should be able to move any deal card in the pipeline view to a new column.
This feature would allow for the deal pipeline to be used in group update meetings where one user is controlling the interface while others provide updates. Currently. multiple people need to be logged in and editing their own deals.
In addition, there is no indication of deal owner in the pipeline view, so cards appear to be arbitrarily 'fixed' to a specific column, which is a confusing UX.
9 votes -
Offer a bigger Notes box.
CRM is about client interactions, and taking notes helps record those conversations.
1 vote -
Daily summary including all open tasks.
Please let us edit the daily summary mail, like including open tasks for the next four weeks instead of one or even all open tasks.
Thank you
19 votes -
Show me what people are responding to. Twitter has threading built in. Hootsuite has threading. Why is there not threading?
At present, when I open a message I have no idea what I said to that person. There is no threading. If they're already a contact, I can click four times to find what was said before. If they're not already a contact, I can scroll back on Hootsuite, hoping that I'll find the message that they're responding to.
Without threading, conversations are difficult, if not impossible. Please add/support threading in the messages view.
3 votes -
When you are "congratulating" someone on the "Today" screen
When you are "congratulating" someone on the "Today" screen, you should go back to the "Today" screen when done sending the message instead of going to the "Messages" screen.
3 votes -
Please put rating a contact on the front page like lead status, lead source, and lead type
Please put rating a contact on the front page like lead status, lead source, and lead type. I want to be able to rank a lead easier than having to go into edit the rating.
5 votes -
Remove tags from a subset of tagged contacts
Allow me to remove tags from contacts that exist as a subset of a larger tagged group.
For example, search for contacts tagged with "Twitter" and the tag "Los Angeles".
Allow me to remove the "Twitter" tag from all contacts that also have the "Los Angeles" tag.
18 votes -
I need to talk to someone in sales immediately for a meeting later this afternoon. Can't find a phone to call. Jim, 928.830.5709
I need to talk to someone in sales immediately for a meeting later this afternoon. Can't find a phone to call. Jim, 928.830.5709
1 vote -
Add support to import Facebook "friend lists" to Nimble
Add support to import Facebook "friend lists" to Nimble via the API.
https://developers.facebook.com/docs/graph-api/reference/friendlist
4 votes -
more clear UI change in "Deals"
I feel like the "pipeline" and "list" buttons should be tabs (or just a dropdown "view") to be more consistent with the accepted standards for changing a "view" option.
3 votes -
Make adding info to data fields easier
I have discovered how useful Data fields are in terms of working process, have I sent info to this person or not.
We use them to easily create a workflow.We would be able to add the same value to multiple selected people, just as it works with tags, to the data fields. And that without importing via CSV-file.
As for now we have to open every single contact, to add the same value.
To do this with tags we would end up with way too many tags to provide the workflow we want.9 votes -
sync to iCal and MacMail
Not everyone is on Gmail
1 vote -
show tags on summary
Anytime a summary of a contact appears, the tags associated with that contact should be in the display. Could be an option by user as some may not want. Should be an option by tag as some tags are more meaningful than others. When I create a tag, I should have an option to indicate if the tag should be shown in contact summary.
Here's how it would be used. I have contacts all over the world, but want to send certain information only to those within the US. If I have a "tag" that indicates the person's location and…
1 vote -
Signals (beta) spinning icon
When I access the Signals (beta) page, the "loading" icon never stops spinning. Is this expected behavior?
1 vote -
in signals (beta) can we see LI "moved" contacts?
In Signals (Beta) it would be nice to see the contact when the Linked In status of "moved" (changed addresses) happens.
1 vote -
Need a way to see support ticket status
There should be a way to view an existing support ticket. I opened a ticket yesterday but there's not way for me to see a status?
Dave White
3 votes -
Connect contacts on Behance Network / Useful for creatives.
It would be nice for us creatives, photographers etc to be able to link contacts to Behance network.
1 vote -
Deals: Advanced search by tags and Date Fields
Control deals is as important as controlling the clients do not understand why the feature offers nimble is still so limited. Should have at least the same features as contacts.
- Tags
- Advanced search
- Filters
- Data Fields
- Edit multiple offers at once
What does the title of this post is a suggestion, but also miss:
- Option to display the calendar Deals
- Set the Stage for Color
- Group Stages
- Define which columns are displayed
- Offer Type
Peace
3 votes
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