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.
1417 results found
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Attachments in notes
We often send letters by mail and it would be great to have the functionality of adding an PDF attachment to a Note.
Also...being able to a PDF attachment to a Group Note (another "wish")
Thanks, John
6 votes -
Group Notes
It would be great to be able to add a GROUP NOTE. That is create a specific note and include it in the time line of multiple contacts.
Thanks, John
9 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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1 vote
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to connect the who viewed my profile on linkedin into opportunities in nimble.
The best should be a automatic version.
Which is engaging you to interact with the persons who are viewed the profile and remember if it's more than twice in a week to create a invite if not connected already.3 votes -
Today Tab; customer URL ability
Ability to create links to other social sources and websites from Nimble, not included in Nimble at this time, to make Nimble the focal point of communication.
1 vote -
View all activities /tasks/notes that have been done
Being able to view all activities/logs/tasks/notes added across all users would be great to view who has done what & contacted who over a given period
1 vote -
Could i have the labels shown in gmail message (folders) in the message , as i have some email tagged to labels in my gmail account ?
Could i have the labels shown in gmail message (folders) in the message , as i have some email tagged to labels in my gmail account ?
1 vote -
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 -
Provide the ability to edit comments on tasks
Very frustrating if you comment on the wrong task or make a mistake in a comment that once it;'s posted you can't go back in and edit or delete it
15 votes -
unread
Add Unread email filter to message screen. The current chronological list for email is not very useful. I have to troll back many screens to see unread email I know is back there somewhere. Without unread filter I find the email list unusable and am forced away from Nimble back to my email client more than I'd like. I assume Nimble isn't suppossed to replace email - but having the email list the way it is now just falls too sort of useful. I end up doing my work in gmail, remembering a contact then coming to nimble, searching for…
4 votes -
Custom Fields
Could it be possible to provide a live link in a custom field? For Example: The field is a persons name: The name can be clicked and you are taken to that persons nimble contact info.
Or an external link to for instance a Google/Box or Dropbox Document.1 vote -
6 votes
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Allow toggling on/off top three feature
I don't need the daily top three feature for what I'm doing. It'd be nice if I had the option of turning it off.
1 vote -
ERP
Is there any plan to integrate an ERP to the Nimble CRM?
Thank you very much!
Mauricio4 votes -
4 votes
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Add Gender to Contacts
Simple and easy, just add a gender option to the contacts details.
3 votes -
Color code unread/read tasks in the task notification drop down
Color code unread/read tasks in the task notification drop down so that you can better and quickly view which have and have not been viewed. As it stands they are all the same color, and I have 2 that show as urnead but I have no idea which on they are. For users like myself especially who have many tasks running at once it would be a phenomenal help.
2 votes -
Incorporate pop up Month Calendars
This would be a feature available throughout the site. Using a month calendar to choose dates conveys more information such as the day of the month and week of the month.
3 votes -
1 vote
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