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.
If you have an urgent question about your account or implementing a feature, please write us directly at care@nimble.com or tweet us at twitter.com/nimblecare. We are available M-F from 9-5 Pacific.
91 results found
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A-Z Alphabetical Sort Bar on top of contacts list
Need a quick way to get to the contact without guessing which page they are on. You could use an A B C...Z list or a search box on top of the contacts.
17 votesHi,
We now have A-Z sorting available in Nimble!
For more information on this feature, please see our support article here: http://support.nimble.com/customer/portal/articles/947753-new-feature-contact-sorting
Thank you for your continued feedback and support!
Best regards,
Joseph
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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.
16 votes -
Ability to sort by Klout score
It would be great if Nimble allowed me to find my most influential contacts by having the ability to sort by Klout score.
16 votes -
Show Klout Scores (and ability to sort by Klout)
As a social CRM, we need to be able to see how influential a contact is.
Adding Klout would be a very easy way to lookup how influential a person is when doing outreach or sales.16 votes -
Let us manually reset or overide the stay in touch / past due reporting.
I do stay in touch with contacts but often through an offline process. However I can see a growing list of people I'm being warned are past due for a 'stay in touch' effort and there seems to be no way of logging an offline initiative that the system recognises and causing it to reset the clock. Or am I missing something?
15 votes -
Set a contact's primary email address
Each contact really needs to have a means to suggest a "primary" email. At the moment it appears to be random what is at the top of a list (where you have multiple emails for a contact).
This is important as this is the email that is displayed on the contact summary page, attached to the user's name in tasks/activities and elsewhere.
It is also important to establish what is the best way to reach someone
13 votesUse “Main” as the primary email designator.
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help me to select contacts/ companies then, as a bulk action, code the relationship type
It would be good to select contacts/ companies and, as a bulk action (to save masses of time), code the relationship type (client, prospect, network, etc.). I would then like to view my contacts/ companies by relationship type. Many thanks.
12 votesHi,
Thank you for submitting this feature request.
We are marking this feature as complete because we have features in Nimble that fit your needs.
At the current moment, all users may select contacts and companies and as a bulk action, apply a tag to these contacts. The tag label can be coded in any way that specifically helps out your work flow.
Then, you will be able to select that tagged group from the Contacts tab in Nimble to quickly access these important contacts.
We appreciate your feedback and support for Nimble!
Best regards,
Joseph
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Add twitter reply and direct messages that I send to a contact become a part of that contact's record
When a contact sends me a twitter reply or DM, that message becomes a part of their contact record. However, if I send them a twitter reply or DM, it is not added to their record. What we have is a one-sided conversation only. I have not tested this with FaceBook or LinkedIn but suspect same might be true. Thx!
12 votesHi,
We now display all Twitter @mentions and DMs on the CPV in Nimble.
Thank you for your feedback and support for this issue!
-Joseph
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Increase the functionality of advanced search to allow searching of custom fields
I would like to be able to search for custom fields that I have added.
11 votesThis is completed. Check out advanced search in Nimble!
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Show the Stay In Touch button on all contacts, not just the contacts surfaced on the Today tab.
i really like the new stay in touch button next to contacts on the Today tab, it should be available on any contact anywhere in the system.
11 votes -
integrate with mailchimp
Provide integration with MailChimp & Campaign Monitor
11 votesMailChimp integration is out! Check your Settings >> Integrations in Nimble.
Thanks for your patience!
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tagging of contacts
Let me tag contact and let the tag be a search criteria (like in highrise). Let me find for instance "all hobby photographers that I know in NY", by search for every contact in NY which I tagged with "photographer".
11 votesHi,
Nimble now has the ability to search by tags, just go to Advanced Search and search for “Tag is ___”.
Thank you for your feedback and support!
-The Nimble Team
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View Contact URL without pressing "Edit" (Hyperlink)
When you view a contact, the website URL is not visible and you have to click edit contact, cut and paste the url, to get to client website. Hyperlink needs to be in contacts details. Like email and phone.
9 votesWebsite URL links are clickable! :)
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filter and sort by ratings
SHould be able to view ratings and sort contacts by ratings. Also need ability to filter contacts / companies by ratings.
9 votes -
Add a rich text formatting
Allow bold, italics, simple bullets and a few different text sizes (H1, H2 etc). Makes reading contact notes a lot easier if you can format the text.
Add this to the "Additional information" field under a contact. Also add it to the list of available field types for custom fields.
8 votesHi,
We now have rich text formatting on notes that are logged with the “log note” feature in Nimble.
Thank you for your feedback and support!
Best regards,
Joseph
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When you open an email from within a contact record, we need a button to close that email and go back to the contact record
Description in title. Hitting the back arrow on the browser does not seem like the way be want to be able to do this?? Thanks!
7 votesToday, when you open an email in a contact record – it will open in the Messages tab. When you click on the Contacts tab, it will bring you back to the contact record you were in.
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insert hyphens in the phone numbers for easier reading.
10 digits are easier to read as 123-123-1234 rather than 1231231234.
6 votes -
Allow people to attach directly from their mac or pc not just dropbox or google drive
Allow people to attach directly from their mac or pc not just dropbox or google drive
6 votesYou now have the ability to attach files directly from your laptop or desktop computer without using external file-sharing services.
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6 votes
Hi,
We have now fixed this issue in Nimble. When you send a message from a contact record, you will be redirected back to that contact!
We’re working on many more flow improvements in Nimble, we’re so excited to share them with you!
Best regards,
Joseph
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grid
I'd love the ability to choose which columns I do (and don't!) want visible in the grid view.
6 votes
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