Nimble
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This forum is for feature requests for Nimble to help us gauge what would help you be happier with Nimble.
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1408 results found
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Prioritize the main number to show in the contact's phone number rather than the fax number
This is a design issue - you show the main phone number in the contact list or the company profile view; currently if there is a fax number it is shown in the place of the Main number, regardless of the tag. It appears the fax number always take precedent. Its a simple thing but such a time waster scrolling through the contact info to find the main number.
1 vote -
Unified Message Inbox - Filtering Options
I am having a hard time getting the Messages tab to show me a full picture of the messages I want to send or respond to, and of the people I want / need to interact with.
I have 2 email inboxes and Twitter connected to Nimble as there is some overlap between my personal and business contacts. Also, I get a ton of promotional and other emails which clog up the tab.
I can currently only choose between my two email accounts, the Twitter profile and the various mailbox folders (Inbox, Sent, Starred, etc).
I would ideally like to…
1 vote -
auto-fill location for events with company address
similar to adding a Guest to an Event; populate Company Contact addresses as Location for an Event
1 vote -
Be able to view the Notes easily on mobile devices
The only way to see your notes on your phone is to scroll through all history. Not feasible if I am looking for a note from several months ago and I get emails daily or weekly from contact. A separate NOTES TAB would be great.
1 vote -
Copy Company record address and other data
Could you come up with a way to easily duplicate or inherit the Company address and phone number, possibly tags into a new Person record who works for that particular Company. It would save so much time and frustration.
1 vote -
Need to send meeting requests
Would like to send Meeting requests, like I do with Outlook and have people accept, decline or suggest alternative...
1 vote -
Contact list sorting
It would be great if you could sort the data by simply clicking on any of the columns. You have catered for some data sets, but I am more interested in sorting by: Organization, title, Lead Type, or Lead Status.
1 vote -
Multiple Pipeline Overview
I have created separate pipelines for each of my products which is awesome, however it would be great, in addition to this, to have a full overview of the combined pipelines in one graph for a specific user, team or the organization on a whole. I do realize that each pipeline has different stages, however this report would simply report on the weighted or total forecast in a given period. A great format for this would be the pipeline chart
1 vote -
ctrl & click - Open New Tab
Would be great to have the option of holding control when clicking on a new action to open a new tab while keeping the existing page active and open. This will help when moving between contacts, companies and functions.
1 vote -
Page selection
When I select the number of contacts per page I want to have 100 contacts per page and I want it to stay at 100. When I go to a new page it defaults to 30. That's frustrating as hell. Can you fix this.
1 vote -
Add Today widget for calls
Tasks and Events widgets are great, but need one for Calls.
1 vote -
report on data fields
I really need the ability to pull reports weekly/monthly/annually on data fields. For example, I have different custom lead sources set up in my lead fields. I would like to easily be able to report on revenue, deal stage, revenue, etc by lead source.
1 voteWe’re working on newer reports that will include capabilities to report on contact fields.
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Allow Contacts screen to be customized or change the way it appears on a global level
Would be EXTREMELY helpful to have the Company name, address, and phone number encapsulated in one display box so those details can be easily copied/pasted for use in other tasks. We deal with MANY companies where the name is the same and only the location is different, so the location is what differentiates it. We've added the city/state to the org name for searches, but the functionality of seeing it all in one snapshot on the screen is critical for daily activities.
The same with the Person Contacts.
The "shared with everyone", "stay in touch", and "record owner" details are…1 vote -
Fill the screen
Across the application, there are screen areas that do not expand when on a wide screen. For example, in Deals, on my 16:9 ration screen, the Kanban board area does not expand. It consumes only about 55% of the available space, so I have to scroll to see all my columns.
The behaviour I'd like to see is that all elements adapt to fill the screen as appropriate to minimize scrolling left-right. OR allow those areas to pop-out as separate browser windows that can then fill the screen in a multi-monitor setup.
1 vote -
Disable the Storage of attachments to emails sent
We often need to send visuals of our work to potential customers. Email attachments consume storage very fast, but we still want to keep records of the email messages sent in the Activities section. We do not need the attachments, it would be great of there was a feature to disable the storing of attachments on for example a specific Group message.
1 vote -
Indication on contact record of if the contact has been exported to Mailchimp
Some automatic indication on the contact record to show if the contact has been exported to Mailchimp or not. Would be helpful if Nimble were also able to check against Mailchimp contacts for an address so as to know if it was already in there or not.
1 vote -
Description options for Website and Instagram
Option to either customise descriptions, or for Nimble to add the options of Website and Instagram to Description source.
1 vote -
Instagram for Signals
Our industry heavily relies on Instagram, it would be useful if we could connect our Instagram feed to signals so we can keep up to date with who we are following and add necessary updates to contact records all within Nimble.
1 vote -
I would like to see the history of opens for a tracked email. I do not see that, if it exists
When viewing an email I would like to see that it was opened after I have seen a notification that it was. When reviewing activities it would be useful to review email opens, as well. If this already exists, I do not yet see it. People forward emails to superiors (what a horrible word, actually!) for consideration. Thanks
1 vote -
Allow reordering list of Descriptions in Contacts
In the Contacts > Data Fields > Description area of a Contact I'd like to be able to change the order (Drag & Drop?). It I find a Description that I want to add & it is more important or relevant than those already there, I'd like top make it more prominent by moving it to the "top" of the list of Descriptions. Thanks!.
1 vote
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