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.
1422 results found
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Enter day of week as due date
I'd love to be able to type Tues or Tuesday (for example) to make the task due on the following Tuesday. Going through the date/time picker is cumbersome.
6 votes -
Return to your place on campaign list as opposed to trying to find where you were
Hello
I am just wondering could the following feature be considered?
When working from a list like a Campaign list if there could be a way of keeping your place in the list?
Currently I select an account from the list and go to it, make a call log my notes/tasks etc and then go back to the list, scrolling down through the list to find my place again and just thought it would be great if you could go back to where you were on the list.
Kind Regards
Martina1 vote -
Color coding for last contact
Red- green is the worst combination because most color blind people can't see the difference. Green to blue...meaning all is good to go (green), until contact is getting cold (blue) I think you should consider colors and icon design witch include what if a person is color blind. You will find, I bet a lot of color blind people are in a sales related position.
1 vote -
I'd like to be able to close any deal
I have final check off on deals before we invoice, so I need to be able to move deals created by others in my team to Close Deal, but I can only do this with my own deals. Could I have super-powers please?
2 votes -
add multiple intergrations from wufoo and mail chimp
We have multiple businesses with leads coming from different sources. It would be great to be able to add multiple wufoo or mailchimp accounts as the sources go to different places.
3 votes -
Option to turn off Merge Confirmation
... allow turning off Merge Confirmation when doing lots of them.
Right now, being asked every time to confirm is also a pain in this case. I understand it makes sense when you occasionally invoke the function
1 voteHi Sergiu,
Thank you for your suggestion.
Unfortunately, we do not plan on turning off this function because it provides much more value to our users as a warning before merging.
To avoid receiving this message, I recommend exporting all of your contacts to CSV.
From the CSV file, merge the duplicate contacts in Excel.
Next, delete the contacts in Nimble, then run the import with all of the merged contacts on the clean CSV to Nimble.
If you have any questions about this process, please write me at care@nimble.com.
Best regards,
Joseph
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Create a better, more complete and faster follow-up feature
Hello Nimble Team,
I know that you have developed a "Complete and create another task" option. It's great. But I don't think it's perfect. Here's why.
When I give a phone call as a first way to get in touch with a potential client for the first time. I'll end up asking for his email and the possibility to send a brochure. But sending the email with the brochure is a part of this "First Contact" activity.
So I would prefer to have a few icons in the activity window on which I could click and briefly say what to…
2 votes -
add new/reccuring field to a new deal
We really need to differentiate new cleints vs upsales.
I suggest you add this filed (new/exicting client) to new deal interface.
Also some filters in Deals would help too.6 votes -
support multi-tenancy
It would be useful if you can create multiple accounts in Nimble. So it is possible to switch between departments or projects and also for several companies.
We are increasingly working as independent entrepreneurs in teams. And want a central database where we can distinguish between severals accounts3 votes -
Ability to Auto Compile a #FF to top engagers on Twitter
A button that will auto-compile a #FF (Follow Friday) message on twitter based on last weeks top engagers.
4 votes -
allow those in the same company to edit one another's deals.
As someone working in a team of a few people, not being able to edit one another's deals makes it hard as we often need to pass things between us.
26 votes -
develop a tool to interact with unknown email addresses (cced as well as new contacts)
When I receive an email form a potential client, he/she sometimes put one or more of his/her colleagues in CC. In the Messages tab, I'd like to have the possibility to click on those persons in CC and say "Add to the company or create a new contact", something like that.
Hope you'll think of it as a new feature.
Keep up the great work!1 vote -
1 vote
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improve the tagging system
when you're tagging and you have loads of tags already saved, sometimes it's hard to remember exactly what was the tag name. allowing auto identifying of a tag by writing one word that appears in the tag, will help me find the one I needed
1 vote -
Provide an option to read release notes during an update
When you are investing your time and energy into a system (and for some money) it would be nice to see what changes have been made.
1 vote -
Reach to phone calls (with speaking time), messages and WhatsApp messages. (Maybe an android/iOS app is necessary for this?)
I want to see my phone call record with its time. When I look at a contact I want to know when and how much speak with him/her? And see the messages (both phone and WhatsApp) between us. I think it can be an android app.
9 votes -
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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Browser plugin which detect and interact with names
Create a browser plugin / extension (chrome, firefox, etc) that detects person / social names. Put some design (dotted underline?) around every detected name on a page, when clicking, give a menu with some actions as : Add as contact, or if an existing contact, things that are in the current 'take action' menu.
7 votes -
Prompt me to "Save and Create New" when logging an activity
You have "Complete and Create Another" when completing a task that was already created. However, I often Log an Activity and then when to create the follow up activity. Especially true when I have unscheduled call, text or Skype et al.
3 votes
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