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.
1426 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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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 -
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 -
Offer a German version
I'm thinking of using Nimble with an Austrian team. Don't know yet how they will handle Nimble in English. A German version would make it much easier.
9 votes -
Adding people as friends, colleagues, customers, suppliers, etc. to enable the conversation to be better suited.
By changing the type of contact, one can define how the conversation should be. As well as that, if someone in the the organisation is a friend then I want to be able to start the conversation with their assistance.
3 votes -
3 votes
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notes for contacts and organisations
currently you can enter several contacts to a note. It would be nice, if you can add also oraganisations. Additionally the notes-popup is very small. Could you enlarge it?
3 votes -
Delete Multiple Activities
When we switched from ACT to Nimble all of our existing CRM data was transferred across quite successfully with the exception of ACTIVITIES. I now have 1000s of past due items which I need to delete from my ACTIVITIES but cannot find a way to do a multiple delete. We need a function to do this.
1 vote -
Add the ability to search contacts by number of messages
When searching I contacts I would like the ability to search for contacts by number of messages. Say over 10 for instance. This way I can search for contacts that haven't been contacted for over 3 months who I have at least 5 messages, this would more likely indicate old contacts I worked on a project with.
3 votes -
Hey - how about allowing multiple account sync with HootSuit?
This way, people who run multiple accounts on Hootsuit, could import certain accounts to specific Nimble accounts and not only to the default account set in the Hootsuit app.
-Yair
1 vote -
Fix your delete all
Bugs in your system. Click All contacts, click the checkbox to select all, then click the "select all 2465 contacts" then select delete. Had to do this several times in order to actually delete all. It seems to only delete 1000 at a time but says it is deleting ALL contacts. Also, your system appears to have no cancel account option. I would like to delete myself but can't.
3 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 -
Visualisation of your contacts to show who is neglected
http://www.fastcodesign.com/1672987/create-an-intimate-map-of-your-life-using-just-your-email-inbox
I like the "today" tab but some sort of overview would be great - something like this would be beautiful with neglected contacts showing as red.2 votes -
in advanced search allow us an option to exclude certain tags (such as personal)
Social integration is great, but it pulls in the whole universe. I'd like to be able to take some contacts as irrelevant to business and then be able to do advanced searches that exclude those tags.
6 votes -
search directly social networks when entering name
when entering an new contact/company please check if it is available in in one social networks and ask get the information directly
3 votes -
more then one organisation per contact
add the possibility to add several companies (for instance semi-colon-separated) to one contact. Many networkers work for more then one company (as founder, advisor, etc.)
2 votes -
direct edit contact in list
when selecting a contact in the list it would be nice to offer to directy to edit it. Now you have to open it and then press on edit
12 votes
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