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1408 results found

  1. Deals addition / cash flow reporting

    Under deal reporting I suggest an area that details the projected length of the new deal 'won' which would subsequently total out an aggregate cash flow projection over the following months based on all deals successfully won and length of engagement. Better, itemize projected billing cycles for each deal with the dollar value for each billing cycle date then aggregate cash flow projections within the report.

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  2. in the app, allow us to use 'stay in touch' feature when logging notes. Otherwise I have to go back when I'm at my desk

    In the app, I need to be able to update the 'Stay-In-Touch' (SIT) feature. Its nice to add notes, but if I cann't update the 'SIT' feature from the app then I have to go back to the contacts when I'm at my desk and re-log all over again. Not good.

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  3. save customer emails when a salesperson leaves

    When a salesperson leaves, all the emails that they synced from their Gmail disappear from the contact history.

    Given you are able to 'see' these items while the salesperson is live, why not import that data and save it to the contact's history permanently. Come on Jon - Even Goldmine used to do that.

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  4. A better tag management is needed

    The tag somehow block the contact list as when they go to long.
    Thanks!

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  5. Make it easy to edit fields to change the default phone/email for contacts so, for example, the email you need to use pops up first.

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  6. It would be great if when I updated a company address, that all contacts of that company would have their work address updated

    Global Company Address for Contacts

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  7. Adding a location filter so that the social media network search brings up relevant profiles.

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  8. Merge deals, segments contacts view per user/team

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  9. Country names

    Please note Kazakhstan is spelled with an 'h'. We have it in Nimble as Kazakstan without the h. Cheers

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  10. would love if dropdown lists would show fully when entering data, i/o scrolling down/up to either save or edit

    To be cogniscant of smaller screens, so data entry can be done with minimal scrolling or additional screen manipulation

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  11. On various viewed Contact Pages, would like option to resize Contact Names and also edit direct from contact page

    Some of my contact names and companies are long and similar and I'd like to be able to resize field to view more easily, without double clicking on individual contact. Also I'd like to be able to update directly from this list any additional data without double clicking contact entry.

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  12. Add a filter to sort deals in the pipeline view by deal amount, last contacted, etc

    Add a filter to sort deals in the pipeline view by deal amount, last contacted, etc

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  13. Hello We like to buy Nimble but we need a feature of Ecquire is that possible ?

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  14. We are looking for a connection to a software package called QuoteWerks - is this in the pipelien or possible? They connect to others.

    We are looking for a connection to a software package called QuoteWerks - is this in the pipeline or possible? They connect to other CRM packages already, this is very important to us and may lead to us changing provider.

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  15. Show the email for contact I want shown

    Feels like a bug...
    If I have 2 emails for a person saved, only one shows on their main page. It was the one on top. I wanted the other one shown. Assumed I could do this by flipping the order, assuming it would show the one on top. That didn't happen. After hitting 'update' it still showed the first one, and then when i went back to person's page with details (with both emails) it put the back in the original order instead of the one i changed it to. I suggest you change the database logic or whatever…

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  16. Make contacts searchable by "Marked As Important"

    I would like to combine "marked as important" with other search criteria in the advanced search.

    For example, I would like to create a list of all my contacts that are "marked as important" AND "tag = headhunter" AND "country = USA".

    Without this feature, the "marked as important" thing is not very useful and I end up tagging my contacts with something like "influencer".

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  17. Sync with Fantastical

    I use Fantastical on my IOS devices. Would be nice to see an integration/help page on how to best sync everything to/from Nimble. Thanks!

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  18. Add same activity to multiple deals

    We'd like to be able to add the same activity in one go to all deals at a particular stage, rather than entering the same task multiple times, or only having one task that is unrelated to a specific deal.

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  19. Eliminate auto save when entering a carriage return during the Log Touch process.

    Currently Whenever the "Enter" key is pressed, the entry is auto saved and I have to go into the entry, select edit and then continue my comments.

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  20. Change how email links are handled

    With the email address listed on the Contacts page, when you click the URL you're taken to thecomap site, or google if they have a gnal account. Only when clicking on the contacts name in the email address will the message screen appear.

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