Nimble
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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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29 results found
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link the Related To field in Activities to the Contact, and make a drop down
When linking to a Deal I need to remember what I called it (or someone else). When I add a Contact in the Activity,make the Related To a drop-down of deals associated with the contact/company...simplify usage
3 votesHi,
You may relate an activity to both a deal and a contact when creating a deal. Please see our screenshot here: http://screencast.com/t/LWpDaRVSe
For performance reasons, we do not plan on changing this flow, but it would be a good idea to revisit this feature in the future. For now, we must decline it.
Thank you for your feedback and support!
-Joseph
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3 votes
Hi Nelson,
Thank you for writing in today.
We currently allow for our users to complete and create another task when viewing a task in the task pop-up window.
Please see our screenshot for an example: http://screencast.com/t/S7RJwlE6wl
If you have any questions, please let us know!
Best regards,
Joseph
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Add more info/options to tasks
I'm in the middle of trying out a bajillion different CRMs and am narrowing it down to yours and a couple others.
I think you have the potential to do "social" better than anyone else- you're the only ones who get the value in having a contact's entire history/activity easily accessible, and you don't suck like Salesforce. Thank you for that!
I also love the idea of assigning tasks; I currently have to juggle "Waiting Fors," "actions" etc. between spreadsheets, gmail, hootsuite- it sucks!
if I had a magic wand I'd have a "stuff" bucket I could easily go through,…
3 votes -
Add possibility to see contacts associated with tasks in the Accounts view
In the Account view, when looking at tasks for a certain account, you want to see the contacts associated with the task more easily.
2 votes -
List task/event tags in alpha order when 'Show activities assigned to: x with tags: xx'
List task/event tags in alpha order when using feature 'Show activities assigned to: x with tags: xx' It is hard to find the tag name in this drop down list when not in alpha order.
(This list is in alpha order when creating a task or event as you 'type ahead' in the tags field)
1 vote -
Add a 'created' date to tasks
When you comment on a task it gives the comment a date / time stamp, but it doesn't do this for the main task itself so you can't see when it was created. (Helpful to see how long a task has been live / roling over for).
1 voteHi,
Thank you for writing in with this feature request. We now show a timestamp for when a task is created in Nimble.
Thank you for your feedback and support!
-Joseph
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Add ability to mark meetings / tasks as not completed
If someone cancells a meeting or if a task can no longer be completed - it would be useful to be able to record this. At the moment, unless you want to delete the activity (which means you then lose all the comments associated with it) you either have to mark the task as completed or just leave the meeting - in both cases when looking back at a contacts record the activities look like they were completed sucesfully - unless you take the trouble to click and read through any comments which were added. If they have a red…
1 voteHi,
You may now mark tasks as incomplete after they have been marked as complete. We definitely want to let you switch things around if plans change.
Thank you for your feedback and support!
-Joseph
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Fasten the process of loading content after click
Nimble is very slow in loading content after click. Can you make it fast to work speedy manner.
1 voteManoj,
We have made many improvements in loading content in Nimble since your time of writing in. If you still receive any trouble, feel free to write us at care@nimble.com.
Thank you!
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Clearer icons
I'd like to see clearer icons on for example task status. Now it is hard to quickly see if a task is completed or not by just glancing at it (you have to read the text to know - at least that is the feeling I think).
1 vote
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