Need to preserve formatting, spacing in notes
I take long notes on my calls with different prospects. These notes cannot be saved in Nimble. They lose their formatting, bold, etc. Right now I use Evernote to store the notes, but that's difficult because everyone on the team has to open Evernote to see my call notes.
You really need better note taking abilities. Bold, formatting, numbered/bulleted lists, really just basic HTML formatting, the same as any email program. And the should not pop up in a tiny window with all the text running together.
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Anonymous commented
I have the same problem. Im ready to change CRM because I cant view my sales script notes into the Activities or notes. formatting comes up with HTML code with no spaces or paragraphs.
Simplest feature will loose so many customers, no user functionality!!!
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Andy commented
Nimble support, please let us know if there's a different ticket for this (with more votes?!) that we should be supporting.
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Andy commented
Agreed, it's utterly useless as is.
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Erik commented
Amen. This is very basic functionality that is lacking in Nimble