Nimble

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  1. 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.

    53 votes
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      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

    • 776 votes
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        89 comments  ·  Signals  ·  Admin →

        Hi,

        I hope you are well.

        It has been a little bit since we updated this thread, and I want to share a quick update:

        We are still planning on eventually having support for multiple social accounts in Nimble, and it is on our long-term product roadmap.

        In the meantime, we recommend using our Hootsuite integration to manage multiple social accounts and add contacts in Nimble.

        If you would like to go ahead and install the integration, please see our support article here: Hootsuite Integration Setup

        We will update this thread as soon as we have more information about adding this feature within Nimble.

        Thank you,

        Joseph

      • 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  ·  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

        • 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.

          48 votes
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          • 9 votes
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              0 comments  ·  Activities  ·  Admin →
            • 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  ·  Admin →
              • 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  ·  Admin →
                • 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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                    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

                  • Add Facebook Pages to "Social Profiles"

                    Right now, Facebook Pages display only the social stream information on a record.

                    Please add a "Social Profile' contact card for Facebook Pages, similar to other profiles.

                    3 votes
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                      Hi Karen,

                      Thank you for writing in today.

                      For now, we only display the “Social Streams” for Facebook Pages, and we plan to build a contact card for Facebook Pages to display under “Social Profiles” by the end of Q2 2014.

                      Best regards,

                      Joseph

                    • 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  ·  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

                      • 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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                        • 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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