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.
1423 results found
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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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Let me assign a task to a specific date without a time.
Why can't I just say due "Wednesday" instead of "Wednesday at x:xx pm" or whatever? I don't know what time I want the task to be due, just I know I want it sometime Wednesday. It would be the same thing as the "tomorrow" option if that makes sense, but you pick the day of the week.
2 votes -
export contact sheets with notes and activities in PDF.
I understand the online strategy and the costs for offline software for several platforms.
Yet I would appreciate the option to export in some form all my data. This would even make it easier to fully embrace Nimble.
For the situation I need to stop my Nimble contract I would like to have a file with all (major) contacts with their activities. A PDF export with a summary page per contact.
A PDF export with summary lay-out will make it very difficult to import in other systems; so Nimble does not have to worry for switching customers; yet a "PDF…
1 vote -
Contacts response Integration with Mailchimp as promised in May 2012 -Implement Phase 2.
Phase 2 integration with Mailchimp was promised in May 2012.
When we use Nimble contacts export to Mailchimp, customer response (bounced, read etc) is returned to Nimble contacts record as history4 votes -
Import RSS feed items into signals
I think, it could be good idea to import RSS feed items into signals page.
5 votes -
Add Direct Phone Number option to the phone number field
There is often a switchboard and a direct phone number for a person in a company, so it would be good to include Direct Phone Number as an option.
1 vote -
Allow Default Contact Sort Order
Please either make the default contact order last name, first name or allow this to be chosen as the default. It is very unproductive to have to click on sort, then the name drop down, then last name, EVERY time I click on Contacts!
5 votes -
Create a backup/restore feature for the administrator
backup and restore for the admin to some kind of xml/zip file structure that can be taken offline - a basic feature when your teams work becomes really valuable - currently this is really hard to do. Of course it will never be relevant since all Nimble is in the cloud, but for those sceptics like me - who have seen even the most reliable providers loose data....;-)
7 votes -
stop asking if I want to rename the company when I remove a company name from a contact.
Stop asking if I wish to rename the company when I remove a company from a contact. It is much more likely that the contact has left that company than the company has changed its name.
3 votes -
First Name, Last Name or Last Name, First Name option in results
In search results, it would be nice to have the option to make names
appear First Name, Last Name or Last Name, First Name, and then the results to appear strictly by the first letter of each name.1 vote -
There should be a dropdown on the Phone field in the Add a Person box
The Add a Person box contains a "Phone" field but it should be a drop down of all the Phone types, otherwise you waste time having to edit the Phone type afterwards once the contact has been added.
1 vote -
Include a customizable drop down list of cities in the City field
Just like the drop down list of countires in the County field. But you should be able to add (and edit) the cities that are common to you, to save you time having to type them, in full, every time. Just typing the first 1 or 2 letters will invoke the full city name.
1 vote -
Show phone numbers on activity listing
When I look at my activities (or the new Today screen) I can see the activity and the contact, but not any contact details (like phone or email) it would be nice to have this represented on the activity listing, as it will minimise me clicking to the contact to find the phone number, then click back to complete and click back to activities for the next activities.
1 vote -
Let users select follow-up periods for more than three people a day
Right now it just lets me indicate who to follow up with in the "Today's Top 3" section. At this rate, it will take me years to indicate who I want to follow up with quarterly, etc. I should be able to go through and indicate who to follow up with by searching through contacts at any point.
1 voteHi,
We plan on giving you options to set follow ups for more than just your top 3 contacts.
I will update this thread as soon as we have more information to share!
Thank you for your feedback and support!
Joseph
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Activity feed from other Team Members on homepage (unlocked messages & deal activities)
It is important to easily share information with the other team members. So it is suggested to have settings on the homepage to see automatically :
- Unlocked messages
- Deal activity
- New contacts / Changed contacts status
- Social feed messagesFrom other members (either all other members or selected team memebrs)
This feature is very important for the tool to be used in a corporate environement.
Also the user interface to choose default settings for what information he/she shares with the team should be very flexible and intuitive from user propsective.
9 votes
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