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This forum is for feature requests for Nimble to help us gauge what would help you be happier with Nimble.

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411 results found

  1. Add support for what3words links to be added to contact address

    What3words is a great tool that can be used instead of a postcode or zipcode, to pinpoint an address very accurately. I have started adding this to my contacts via the URL field but it would be great to have a data field specifically for this.

    Ref - https://what3words.com/

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  2. Uncluttered UX

    I have to admit that I find the UX of the contact very cluttered compared to other CRM (like Pipedrive).

    Tons of information don't serve me.
    And I have a hard time with the color code. Why so many colors with no meaning ?

    I would suggest to:
    _ Be able to really chosse which information iare displayed on the contact screen
    _ Use more wisely all the space you have on the screen : why contacts information is stuck in such a small place on my screen, whenever I open it directly as a contact or from the workklow…

    1 vote
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  3. Ream time sync

    Hello,
    Why don't we have real time sync. between Nimble and MS 365 like most CRM ?

    1 vote
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  4. When merging records, it doesn't merge notes - why? I've just lost important notes on a record of someone and there is no demerge capability

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  5. Move the Contact Info Box with the phone number to the top under the contact name.

    The phone numbers for the contacts are way down the page in your layout. I have to scroll down to find the number each. This info is more important than the other things you have at the top

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  6. Archive tags, put tags in an archive instead of deleting them

    Our sales team is going to create a lot of Tags that we will use for some months and then we would like to put them in an archive, to make them invisible on the contactspage, rather then deleting them to be able to pick them up at a later point.
    Access them later via the advanced search would be prefferred.

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    declined  ·  AdminSergey Shvets (Director of Product, Nimble) responded

    Hi,

    Thank you for your feedback and idea.

    At this current time, we don’t envision changing the structure of our tag function in Nimble, so we must decline this idea.

    Rather than having your team use tags, I recommend using the custom data fields feature for Nimble. Custom data fields are better than tags because they are less cluttered, more easily controlled by management, and you can export custom data field information to CSV, while we don’t support exporting of tags for now.

    For more information about custom data fields, please take a look at our article here: http://support.nimble.com/customer/portal/articles/237319-custom-fields

    If you have any questions about how to best set things up, please send us an email at care@nimble.com and we’ll be happy to help.

    Best regards,

    Joseph

  7. Please allow us to import/export via a excel spreadsheet, instead of the csv

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    declined  ·  AdminSergey Shvets (Director of Product, Nimble) responded

    Hi Brandy,

    Thank you for writing in.

    We do not plan on adding support for .xlsx formatting as opposed to .csv format because you already have the ability to export from Excel to CSV when you save your spreadsheet.

    When you save your file in Excel, choose the file format to be “CSV (MS-DOS) Format”, and you will be able to import to Nimble.

    If you have any questions, please feel free to write to care@nimble.com for support.

    Best regards,

    Joseph

  8. Focus on the clients

    I suggest that the support team focus more on the existing clients, the needs they have, and try helping problems out, not just sent a link or ignore it. I have been waiting 3 days for help - and no help is given. So the suggestion is to be more human, not just see it as a "ticket support" with you on one side and the clients on the other side, it will also help you a lot getting more clients in.

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  9. Easy Way To Auto Add Contacts from Outlook

    When I open an email, I wish there were an easy way to auto add the contact record info into Nimble. I feel like I spend half my day cutting and pasting first and last names, with email.

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  10. Smart Contacts App Doesn't Work

    The smart contacts app doesn't work anything like what Nimble says it does. There doesn't seem to be any way to add contacts from your social pages. Very dissappointing.

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  11. Link new contacts to their respective company based on domain

    Hi,

    I noticed that some contacts do not link (or get attached to) to their rightful company even when the email domain of the contact matches the website domain of the company.

    As a result, we lose time and valuable insights since some contacts are floating around the database.The current workaround I found is to export all of our database into a CSV file and manually review everything to then re-import. This is not optimal.

    I've seen in other CRM a "Find Account" button that solves this issue.

    Could you add this "contact and company domain matching" function?

    Thank you!

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