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.
1414 results found
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1 vote
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Add ability to create households or groups
Our clients are mostly families, rather then companies or individuals. It would be great to be able to group multiple contacts into a "household." A current workaround is to use the "company" field as the "household" name, but then we lose the information about their employer which is also important. A feature like this could also be important for teams within organizations or contacts that are involved with multiple companies.
6 votes -
be able to see separate deals in pipeline mode
In Deals, when I search for a type of deal, it shows up in List View... it would be extraordinarily useful if it could show in Pipeline view.
1 vote -
Option to turn off notifications
Nimble automatically sends a meeting invitation when you create an appointment in Nimble. There should be a way to turn this off.
1 vote -
Can you add website to the dropdown when you add a company's url?
It defaults to blog, which is incorrect. It would be nice to have website and if a user wanted to add the blog url as a separate item, great, but it should not mis-categorize entered data.
2 votes -
Nimble Daily Email - when I click a contact can it use an existing Nimble Tab not load a new version
Nimble Daily Email is great - and the 'Engagement Opportunities are really helpful.
However when I click a contact who is now following me it triggers Nimble to load/open another instance. This is really slow and ends up with multiple tabs open.
Is there a way to use an existing tab/instance, or only open a new one for the first contact and re-use that for subsequent ones.
1 vote -
Nimble Daily Email - can it show diary for Today & Tomorrow not Today and Yesterday.
The Daily alert is great - but after 'Engagement Opportunities' mine shows tasks and appointments for 'Today and Yesterday'. Showing 'Today and Tomorrow' would be much more useful.
3 votes -
Allow me to add contacts without email addresses to events
It would be nice if we could add contacts without email addresses to events. I don't always have email addresses for my contacts but I do have other means of contacting them, so I should be able to add them to an event regardless.
9 votes -
1 vote
Hi Leonel,
Thank you for writing in and submitting this request.
Unfortunately, our API integration with MailChimp limits us from exporting single contacts to MailChimp so we won’t be able to bring this feature to Nimble.
If you have any questions, please let me know and I will be happy to help.
Best regards,
Joseph
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be great to see ALL users activity and calender not just your own as it gets tedious and easy to miss things
be great to see ALL users activity and calender not just your own as it gets tedious and easy to miss things
6 votes -
Maintain current contact in follow up tasks
When I select "Complete and Create Another" task from a contact record, the new task should populate with the contact from the previous task.
4 votes -
Twitter contact import as company or person option
Currently contact import only imports as person. As a temporary work arround (convert person to company, etc), insert option on twitter import to import as company or person
7 votes -
Timezone and current time view in the contact profile
It is great that you shows where contact based using code area of his phone number. Will be just perfect if you add there also information about contact's time zone and current time, taking in account timezone where i am now.
Thanks!3 votes -
Tasks inbox
Some tasks don't have particular deadline, they just need to be in you radar or at the moment you don't know deadline. Will be great to have some inbox (icebox) where you just put you task very quickly and assign deadline later.
6 votes -
Time stamp for custom field entries to allow multiple entries
At present you can only update an existing custom field. Old data is over-written
I suggest an entry can be timestamped and stored. This is similar to the Notes history operation. This will enable users to create a tab with multiple fields which then show a history. Very useful for service providers e.g.
Service Date would give history of service
orTreatment Date
Treatment providedor
Complaint Received Date
Complaint NoteThe above would enable all complaints from one client to be tracked. (realise that may be 3rd party solutions for this but for many business es they don't require…
2 votes -
Allow for merging from Wufoo forms
As of right now, Wufoo form submissions will not merge contacts with existing Nimble contacts. Nimble should be able to merge contacts to help prevent duplicates.
11 votes -
Set up Deals pipeline like it is in Pipedrive...
Make the DEALS pipelines fit within one page and provide folders where one can just view pipeline for specific products (like in Pipedrive)
3 votes -
1 vote
Hi Kate Ann,
Thank you for writing to us.
We don’t plan on optimizing Nimble for printing your list of appointments, so my best recommendation is to print out the Nimble Daily email we send each morning. The Nimble Daily will have a list of all of your upcoming tasks and events for that day.
At this time, we don’t plan on adding weekly events to the Nimble Daily, I’m sorry about that!
If you have any questions, please reply to this thread or email care@nimble.com and we’ll be happy to help!
Best regards,
Joseph
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Add more Advanced Search criteria
This is a feature request to add the ability to search by multiple criteria in advanced search such as:
Begins With
Greater Than/Less Than/Equal To
Birthday
If you have any additional ideas for queries to add to Advanced Search, please include them in the comments and we will update this feature request.
72 votesHi,
We plan on adding more criteria to Advanced Search.
For now, we have added “Is Not” as advanced search criteria.
We also have “Or” as criteria for search, if you search for "Find people or companies that match “any” of the following", it will function as an “Or” search.
If you search for "Find people or companies that match “all” of the following", it will function as an “And” search.
We will need to do more work to add search for numerical values such as “Greater/Less/Equal to” and the same goes for “Birthdays”. We will update this thread when we have more information on these fronts.
Thank you for your feedback and support!
Best regards,
Joseph
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Get rid of the HTTP, default to www so we just add in the rest.
See above...when I try to put in the url with just "aberleconcrete.com" your system WILL NOT accept it because the outdated HTTP is the default. Just default the WWW.and let us enter in the rest.
1 vote
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