Expand Outlook Tool
I really need an outlook tool to tag/mark emails & keep them connected to my nimble contacts to track history. Similarly, I need to be able to weed out emails that come in that I do not want connected/tagged in nimble. I get emails from listservs and I do not want every new email to automatically create a new contact. My email history and communications with my clients are critical to my business, and the ability to go back and see the exchange, even if older than 90 days, is critical. What is the point of the integration if there is no way to keep/track that? I may work with clients for months, and some clients come back after breaks, and I need to be able to review the chain of communications, and see where we left off or what was said.
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Hi Jessica,
Thank you for sharing your feedback about the Outlook tool.
As of right now, Nimble’s message fetching is built to sync all messages to Nimble, we don’t offer the ability to sync only specific emails to Nimble.
Also, when new emails are received, contacts are not automatically created in Nimble; contacts from new messages can only be made manually in Nimble.
Because this request is related more to message syncing than our Outlook tool, we are declining this feature request.
I would love to answer any of your questions related to Nimble and our message syncing/contacts creation. Please send an email to care@nimble.com or reply to this thread and I will be happy to help.
Best regards,
Joseph