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.
201 results found
-
Edit, Save and Close buttons next to each other
I spend allot of time updating and editing activities. The process seems to be a 6 click process per activity and buttons to edit, save and close to modify, then schedule the followup; and activity are on opposite areas of the activities window.
Is there a way to make the fields more intelligent that they would save their content upon closing the window? And could all the buttons be closer together so you would not have to scroll from bottom to top of the window to close it?
4 votes -
Make uncompleted activities a different color/style from completed activities
Right now, all activities are indicated in the contact record with a blue check. It's hard to know what is uncompleted/completed until you click on the little arrow on the right. Can uncompleted activities be a hollow check, and completed be a blue check? Or can you otherwise show uncompleted/completed activities differently.
4 votes -
4 votes
-
Activities Tab Needs to display the name of the contact and their company. Name is not enough
Activity's tab needs to display the name of the contact and their company. Name is not enough I want to know now who I'm calling and from which company.
3 votes -
Give activities a URL so we can share a link to a task or event
Currently, we are not able to share a task or an event with someone else, or give them a link in an e-mail.
It makes it difficult to refer to a task ("John, please have a look at task xyz").3 votes -
It would be nice to have more information about a contact directly from the tasklist. like splitscreen at google mail
When i work on my task list I want a complete overview from the connected contact/account. Because i like to know what is going on.
3 votes -
fix the bug associated activities
when i create an activity due Today. and then i edit the activity to choose a specific time and date - the time section doesnt allow for a drop down selection box. Instead i have to manually enter the time
3 votesHi Nelson,
Thank you for writing in today.
For editing the time of a task, we allow users to choose the generic options of “Today”, “Tomorrow”, “Later”, “This Week”, and “Next Week”.
If users want to select a specific time, they choose “Specific Date/Time” and are able to select the date and time of day to specify from two boxes that you click on to bring up a pop-up calendar and time-slot list.
Please see my video here: http://screencast.com/t/Gt9szcHwbtaU
It does not sound like this issue is a bug, but if you think otherwise, please email us a screenshot at care@nimble.com, as this is a forum solely for Nimble Feature Requests to improve the product, not requests to fix bugs.
If you come across any bugs or issues in Nimble, please email care@nimble.com so we can properly investigate potential issues and escalate them to our developers if needed.
Thank…
-
Allow custom sorting of tasks by priority/importance (ideally by click and drag per the do.com CRM app)
This would help me stay focused on the top priorities day by day.
3 votesHi,
Thank you for writing in.
At the current moment, we do not plan on adding specific sorting to tasks on the Activities page.
You may “Star” activities to visually show their importance, and these starred tasks are also visible if you segment your activities by “Starred” on the left-hand side of the activity list.
If you have any questions, please email care@nimble.com, and we will be happy to help.
Best regards,
Joseph
-
Under the Nimble activities tab, link Facebook events and Google tasks.
Under the Nimble activities tab, link Facebook events and Google tasks.
3 votes -
When you are "congratulating" someone on the "Today" screen
When you are "congratulating" someone on the "Today" screen, you should go back to the "Today" screen when done sending the message instead of going to the "Messages" screen.
3 votes -
sort activities assigned BY you TO others
enable sorting activities that have been assigned by you to others would be great for administrators to track assignments
3 votes -
Streamline the tasks edit UI
I spend a lot of time in tasks. I could get the same amount of work done in a lot less time with a couple UI tweaks:
* One edit screen, not two: you have to click edit from the activities dashboard to view/edit a tasks, then click edit again from the task window to edit (other than adding a note). Each of the editable fields could just as easily be accessed from the first task screen.
* Reuse info with "Complete and Create Another" Contact, Deals & Tags should all be duplicated in the new task.3 votes -
show account name in pending activity listing
Currently it shows just the contacts. Would like to see the account (company) as well to make it useful.
3 votes -
See activity tags assigned to everyone
I like that you can assign tags to activities but I would like the ability to see a view that shows all the activities that have a certain tag regardless of who the activity was assigned to.
Right now, I have to go through each team member to see which activities have a specific tag.
3 votes -
Send a notification when someone comments a task I created
When I create a task and someone adds a comment to it, I don't get notified. I should.
If someone adds a comment to learn more about the task, I'm not able to answer because I'm not aware of the question/comment.3 votes -
include within the history the name of the related contact.
When you log an activity for John Doe at ABC company. When the activity is posted in the history. It would be helpful to know who the contact that activty is related to. That way it avoids have to manually click and dive into the each logged activity. This is particularly helpful when there are many contacts within a specific company for a few ppl are involved.
3 votes -
checkvist.com is a super todo management system
Can you add some of its functionalities to yours?
3 votes -
App should do push notifications
The mobile app should push notify when a task is due
3 votes -
Please present tasks in a checklist for a project and allow all users to see status and allocation
Please present tasks in a checklist for a project and allow all users to see status and allocation to user. Once checked off they should still stay visible so we can all see they are done.
3 votes -
activity stream is totally rubbish
sorry the MAJOR reason we wanted a CRM is so we could track and assign different users tasks. but 'activities assigned to you by other users DONT show on your 'today' section or in 'activities' unless you filter by the user who made the activity. can I please see all the activity or tasks that need doing please!!?
thanks.
3 votes
- Don't see your idea?