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254 results found

  1. Create a "watch list" of contacts and an easy way of marking them to be watched

    There are certain high priority contacts I want to monitor carefully. I'd like to be able to have them all appear on one screen.

    I realise I could do this by tagging them as "watch" or something - but that's quite a slow process - many clicks needed.

    What I'd like is just a space in each contact record like the stars you have now where I could just click to add them to the watch list. Then a button or menu item to look at the watch list. That would make my workflow much simpler.

    Thanks!

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    2 comments  ·  Contacts  ·  Admin →
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    completed  ·  AdminSergey Shvets (Director of Product, Nimble) responded

    Hi Ian,

    Thank you for writing in.

    At the current moment, you can add a tag to contacts that you would like to specify for a certain “watch list”. Then, you will be able to select all of these contacts from a tag on the Contacts tab.

    Thank you for your feedback and support!

    Best regards,

    Joseph

  2. can copy and paste an address

    On the contact screen, please display the contact's name, company and address so I can just copy and paste the address to use on an address label. Why do I have to copy and paste everything individually, and then add line breaks? Does no one send letters or packages any more? Thanks!

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    completed  ·  0 comments  ·  Contacts  ·  Admin →
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  3. Overall make Nimble SCRM more user friendly.

    I have used ACT / Sage for over ten years and Salesforce.com for over a year.

    I like Nimble for my personal CRM but would not recommend it for my business or any other business. Just not user friendly.

    Printing is options are ‘very’ poor. When creating an Activity, ‘very’ touchy, have to go and save in exact order or all will be lost. Adding notes of meeting in an ‘Activity’ even if copy / paste triple spaced, when save button pushed, crashes it all together no spacing. Difficult to add more than one guest. That’s just the beginning.

    For…

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    completed  ·  AdminSergey Shvets (Director of Product, Nimble) responded

    Hi Scott,

    Thank you for writing in and sharing your feedback for Nimble. We are constantly striving to make Nimble more user friendly for our users and we take every piece of feedback seriously.

    With regards to creating activities, we redesigned our task pop-up and pushed a release this past weekend because of all of the feedback we received regarding too many button clicks.

    With regards to adding notes and the save crashing, this sounds like a bug and we would appreciate it if you could email us at care@nimble.com with a screenshot and more information so we may test this issue out and fix it on the back-end.

    If you ever run across issues that appear to be a bug, please write to us directly at our Customer Care channel through care@nimble.com.

    Best regards,

    Joseph

  4. It would be helpful

    When you bring up your contacts that you can also be able to source them by state location and create tags like - specialty, business type or categories i.e. medical, marketing, sales, doctors, societies and or organizations This would allow more orderly approach to managing contacts within the network so that you can drill down to what you need.

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    completed  ·  AdminSergey Shvets (Director of Product, Nimble) responded

    Hi Quintin,

    Thank you for writing to us today.

    At the current moment, you can search for contacts on these criteria by using the Advanced Search function in Nimble.

    You can run advanced searches on contacts based on location, and from the list, you can add a tag to these contacts.

    Please email us at care@nimble.com and we can provide you with the exact information you will need to achieve your needs!

    Best regards,

    Joseph

  5. Allow users to set default fields on contact records

    Right now, when we create a contact from scratch, when we enter the phone number it automatically gets assigned the "work fax" label. We have to then go and edit the information. Also, if we do enter a fax number for the account it automatically gets displayed as the default "phone number" in the at-a-glance information or the contact, resulting in a frustrating experience. I think this is is a bug that needs to be addressed.

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    completed  ·  AdminSergey Shvets (Director of Product, Nimble) responded

    Hi George,

    We have fixed this issue in Nimble and have added a hierarchy for default field values that appear at the top of a contact record.

    This is the hierarchy we have in place for fields values that default to the top of contact records.

    Phone modifiers in this order:
    1. Main
    2. Work
    3. Mobile
    4. Home
    5. Work Fax
    6. Home Fax
    7. Other

    Email modifiers
    1. Work
    2. Personal
    3. Other

    Address modifier
    1. Work
    2. Home
    3. Other

    If you have any questions, please write back to me at care@nimble.com and I’ll be happy to help.

    Thank you,

    Joseph

  6. hyperlinks

    Possibility to link to documents in Dropbox, Google Drive etc. Very usefull for contracts, calculations, offers, invoices etc.

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    completed  ·  AdminSergey Shvets (Director of Product, Nimble) responded

    Hi Wim,

    Thank you for taking the time to write to us.

    You may add hyperlinks under the “URL” field on a contact record in Nimble. If you want to link to a specific Google Doc, just select “Other URL” and paste in the Google Doc URL.

    We recently released a Dropbox integration and you can authorize to Dropbox directly from the contact record.

    If you have any questions, please send us an email at care@nimble.com

    Thank you for your feedback and support!

    Joseph

  7. Format phone numbers so Dialers such as Skype and others would automatically provide dialing services.

    Phone number formatting continues to come up in demonstrations. And, upon review of the phone number threads, I believe if Nimble development would format phone number fields as formal phone type fields, many of the threads would be answered automatically.

    For example: Dialing from mobile - handled
    Dialing from web browser with services like Skype and others - handled
    Formatting visually - handled
    As well a number of other comments I see herein.

    Thanks for considering.

    You guys and gals are doing a WONDERFUL job.

    1 vote
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  8. Recently contacted - shoule work for new contacts you add

    I use gmail and if I email someone who is not in Nimble and then add them to Nimble, they will not show at the top of my recently contacted list. They only show up at the top if I email them after I add them to Nimble. Nimble should use the email date/time to determine the sort order of "recently contacted"

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    completed  ·  AdminSergey Shvets (Director of Product, Nimble) responded

    Hi,

    Thank you for writing in.

    If you have your Gmail connected to Nimble and the contact information for the user you emailed, they will appear at the top of the “Recently Contacted” list.

    We already use the email date/time to show sort order, so if you add this user and their email address to Nimble, they’ll appear on top of the “Recently Contacted” list.

    If you continue to have issues, please reply back to care@nimble.com and we will troubleshoot and investigate this issue for you.

    Best regards,

    Joseph

  9. Allow tags to be edited in list view

    Rather than having to open each contact to edit their tags, it would be so much quicker to be able to edit them in the list view.

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  10. Ability to mark activities as completed at the "today' tap

    Would be great if activities on the today tab (congratulations & todo's for today) are marked as completed as soon they are completed.

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  11. add a delete button to the search facility to speed up the search or to clear results

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  12. Next Micro-Step After Merge

    ... allow my Merge action to be followed by my being back in the List.

    Right now: After I click merge, I am placed into the merged resulting contact. What I really want to do is to see the list from where I left it, so I can continue. Nimble forces me to do yet another click and wait for the list to update

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  13. Enable mass delete of contacts through holding down shift key between edges

    There seems no easy way to "clean up" the contact list - Propose that the DB does what most do and allow us to select one, hold the shift through to the next one we want to key and highlight a whole list for deletion easily.

    As it is a clean up seems too awesome a task - or am I missing something?

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  14. Allow customers to select their own important contacts

    The current "3 per day" is placing all control in the hands of Nimble - instead of where it should be - in the hands of the user.

    This is a serious limitation of functionality.

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  15. Love the new gmail widget...any plans for similar for outlook?

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  16. During status updates - allow us to shrink a URL that we are posting (like hootsuite)

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    completed  ·  AdminSergey Shvets (Director of Product, Nimble) responded

    Hi,

    Thank you for writing in today.

    We offer a link shortener in our Status Update box in Nimble.

    It is located in the lower right-hand side of the status box, and if you select it, your links should be shortened.

    If you have any questions, please email care@nimble.com, and we’ll be happy to help.

    Best,

    Joseph

  17. Gmail Widget: Query new contacts and pre-populate name fields.

    Hi There,

    Happy Nimble customer here with a feature request to improve the Gmail Contact widget. I email a lot prospects and wish to import, and tag them all WHILE emailing them.

    Many times my favorite Rapportive feature, the "import to nimble" button, doesn't appear or fails to import. So my alternative options are:

    1) Load up the nimble website, browse to my sent Email messages. Open the sent message and about 90% of the time Nimble successfully queries and finds this prospects LinkedIn account. Thus, pre-populating their name, title, business name, etc. All I have to do is click…

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  18. Fix currency in reporting to be the same as the default

    In the über cool new reporting tab it would be nice to see the same currency as is default used in my settings.

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    completed  ·  0 comments  ·  Reg/Settings  ·  Admin →
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  19. Be able to create a new contact from Messages

    unless you can do so already but I couldn't see it.

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  20. Actually remove the "Take the Tour" box when I ask you to.

    The "Take the Tour" box includes a checkbox that says "Don't show again." I've checked that box a hundred times, and "Take the Tour" still appears on every new page like clockwork. I know it's a minor thing, but it's annoying.

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    completed  ·  AdminSergey Shvets (Director of Product, Nimble) responded

    Hi Justin,

    We track the tour in your browser cookies and if you have recently cleared your cache or do not accept cookies, the tour option will stay up there.

    We’ll review whether or not to store this info on our servers in the future, but this feature is complete if you don’t have cookies disabled.

    Best,

    Joseph

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