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.

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  1. Add Custom fields to Deals.

    As per contacts I'd like the option of having extra user defined teams in the deal area as well.

    419 votes
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    planned  ·  34 comments  ·  Deals  ·  Flag idea as inappropriate…  ·  Admin →
  2. Add a Find & Merge Duplicates

    Reviewing contacts and merging one by one takes too long. I'd like a feature similar to gmail where you can find and merge duplicates.

    401 votes
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    21 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  3. Add tags or categories to deals

    Right now deals are pretty basic. For a proper usage I would recommend to add categories or tags to deal to sort them properly. Tags could be products or events or whatever :)

    266 votes
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    planned  ·  19 comments  ·  Deals  ·  Flag idea as inappropriate…  ·  Admin →
  4. 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 votes
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    23 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →

    Hi,

    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

  5. Sorting of Custom Data Field Values

    Some of our custom data fields are getting to have a lot of values; it would be great to be able to automatically alphabetize this list of values so that we don't have to manually alphabetize them by copy/pasting them either down a cell everytime we add a new value in the middle of the alphabet.

    54 votes
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    5 comments  ·  Reg/Settings  ·  Flag idea as inappropriate…  ·  Admin →

    Hi,

    Thank you for writing in.

    We plan on making improvements to the data fields section in Nimble to make it easier to sort data, but we do not have a release date for this feature yet.

    Thank you for submitting this feature request, we appreciate your enthusiasm for making Nimble better!

    Best regards,

    Joseph

  6. Box.com File and Folder Integration

    Box provides much better control for file and folder security and management than Dropbox and Google Drive currently does. Box also provides a nice secure workflow for collaboration on documents, such as those involved in sales opportunities and contract negotiations as it allows you to invite outside collaborators that may not otherwise have a Box account and allow limited access to documents for limited periods of time. Adding Box.com integration might be preferable to organizations that have more than a few Nimble users.

    52 votes
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    2 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →

    Hi,

    We do not have a specific release date set right now, but we plan on adding Box.net support in 2014.

    Please continue to vote for this feature to bump it up in our priority list.

    Best regards,

    Joseph

  7. Tags should not be case sensitive.

    There is probably a reason for it being the way it is, but making tags case sensitive is annoying.

    29 votes
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    4 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  8. Edit deal stage in deal 'dashboard'.

    It would be nice to have the ability to change the deal stage in the main deal screen (or deal dashboard) via a drop-down menu.

    18 votes
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    planned  ·  1 comment  ·  Deals  ·  Flag idea as inappropriate…  ·  Admin →
  9. Responsive pipeline width

    Please make the overall width of the pipeline responsive to the width of the browser.

    16 votes
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    planned  ·  3 comments  ·  Deals  ·  Flag idea as inappropriate…  ·  Admin →
  10. data fields

    Have a multi select option when setting up custom data fields. Cuurently you can only have a single selection from a list but I want to be able to make a list and select more than one so that I know if a customer has done more than just one course with us. Plus to also be able to add to this list and not have it closed once you have applied the changes when first making a list.

    12 votes
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    planned  ·  1 comment  ·  Reg/Settings  ·  Flag idea as inappropriate…  ·  Admin →
  11. Allow us to add a company on the fly while on the deal form if the entered company doesn't exist

    When you type in a company that doesn't exist, allow it to be auto-created on the fly.

    10 votes
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    planned  ·  0 comments  ·  Deals  ·  Flag idea as inappropriate…  ·  Admin →
  12. 9 votes
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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →

    Hi Nelson,

    Thank you for writing in today.

    We plan on fixing this issue very soon, we will update this thread as soon as this is fixed.

    Thank you for your feedback and support for Nimble!

    Best regards,

    Joseph

  13. Allow deals to be duplicated for regular recurring deals

    For customers who pay on a monthly basis for products & services it would be useful to have the facility to simply duplicate an existing deal instead of having to create it every month.

    8 votes
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    planned  ·  1 comment  ·  Deals  ·  Flag idea as inappropriate…  ·  Admin →
  14. Allow Links in Deal Information

    Nimble is currently at a slight disadvantage to competitors in that it does not allow documents to be attached to either contacts or deals. I've seen the suggestion that we could add a document url to the contact info, which is fine for contacts, because you have URL fields in contacts. But for deals this does not work, because a) there are no url fields and b) inserting a link into the notes does not automatically identify it as a url and make it clickable. It's a copy/paste affair which is not a good look.

    As a quick fix, if…

    4 votes
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    0 comments  ·  Deals  ·  Flag idea as inappropriate…  ·  Admin →

    Hi,

    Thank you for writing in and suggesting we add URLs for documents to deals in Nimble.

    As of right now, we plan to add both custom fields and document URLs to Nimble.

    Because of our planned custom fields for the Deals tab, we will likely allow users to add links in the deal information.

    Best regards,

    Joseph

  15. Business Version: calculate total number of ongoing deals

    It would be easy to calculate total number of ongoing deals and also the success rate as some of deals come through? That would mean that you add an extra stage: successful :-)

    1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  16. 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 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →

    Hi,

    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

  17. Please let me find people when I search for them.

    I am talking to a guy named Bryan from Intel. When I type Bryan Intel into the search box on the contacts page, I'm told that no contact can be found. I can't believe that's the case.

    1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →

    Hi,

    At the current moment, our search function will not support searching on multiple values from a contact record on the same search string.

    We plan on adding this function to our search, but this will not be added to Nimble until later this year.

    For now, my best recommendation is to use the Advanced Search tool by adding two search strings:

    - Company [is] Intel
    - Name [is] Bryan

    This should bring up your contact in Nimble.

    If you are still having issues locating this contact, please email us at care@nimble.com with a screenshot of the issue and we will be able to help out.

    Best regards,

    Joseph

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