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.

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  1. Support HTML signatures

    Support HTML signatures on the Create Your Email Signature page. Allow pasting of HTML code generated elsewhere.
    The current signature box supports adding pictures & links but DOES NOT support full HTML code. Full HTML support allows sizing, foreground and background colors, tables, etc. This is important so that the email I send from other software contains the same signature as the email sent from Nimble.

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    0 comments  ·  Reg/Settings  ·  Flag idea as inappropriate…  ·  Admin →
  2. Move the Save button for new or editing activities to the top of the box

    When I'm using my iPad or iPhone to enter new or edit activities, I have to maneuver the page to get the bottom of the window because of the large amount of white space. It would be much faster if the Save button was at the top of the box.

    1 vote
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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  3. display custom fields in more than a list

    Currently when I setup new tabs in the data fields section whenever I add groups and custom fields it only displays in one long list. It would be great if I could create 2 columns or even blocks of content.

    1 vote
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  4. delete custom activities

    I created a custom activity and then decided I didn't need it. All I'm allowed to do is "archive" it. BUT it still shows up in some places. I would like the option to delete it entirely.

    1 vote
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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  5. allow more fields to feed over from Wufoo

    I have a client that uses Wufoo to collect onboarding information for her 8 week program. The integration with Wufoo is great for collecting basic information, but she also wants to collect their birthday and a field she created (where did you find out about me?). Being able to feed at least the birthday if not both over would be a tremendous help.

    1 vote
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    0 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →
  6. Add Zoom App

    Zoom has released Apps - all of the other CRMs are there already. Would be great to have this connection as more people are sometimes added to Zoom invites than in emails. And adds richness to the activity.

    1 vote
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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  7. Fix "Selecting Template Will Overwrite Content" Error

    This is an overactive error message on sending a template email to a contact.

    Here are the repro steps: http://somup.com/crjQfrYmyp

    1 vote
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    0 comments  ·  Messages  ·  Flag idea as inappropriate…  ·  Admin →
  8. 1 vote
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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  9. Contact - Extension Field

    I suggest to add an extension field to the phone number when we create a new contact profile.

    1 vote
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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  10. I would like to see uncompleted tasks and events in a small window in all tabs...

    I would like to see uncompleted tasks and events in a small window in all tabs such as "Contacts", "Messages", "Deals" or "Social".
    Seeing a small window with your uncompleted tasks or events of the day anywhere you are in nimble would help you stay focused through the day and i wouldn´t have to skip between all the time.

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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →

    Hi,

    Thank you for submitting this request.

    We have decided to leave incomplete tasks under the Activities tab to keep other tabs clean in Nimble.

    Unfortunately, we must decline this feature request, but we truly appreciate your input.

    Best regards,

    Joseph

  11. Nimble Daily

    Love the Nimble Daily. But as my task list gets larger, so does the email.
    I would suggest having a simple configuration with check boxes. The ability to choose events only, tasks only, tasks with stars only, or social updates; would be great.

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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →

    Hi,

    We are not currently investigating ways of making our Task notification email updates this specific.

    However, if this feature request receives more votes we will invest more time to bringing it to fruition.

    For now, you can choose to turn these notifications on and off by going to Settings >> Notifications. See screenshot here: http://screencast.com/t/20HL4ztYl

    To read more about this feature, click here:
    What Is the Nimble Daily?-

    Best,

  12. 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.

    0 votes
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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →

    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

  13. 0 votes
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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →

    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

  14. Adding integration with ownCloud

    Adding support to attach files from ownCloud would be great - I don't like to work with Dropbox / Google Docs as my primary server and ownCloud let's me make our own servers accessible online.

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    declined  ·  0 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →
  15. Add more triggers and actions to Zapier integration

    At the moment, the Zapier integration is pretty limited to just creating a new contact or task. This is not sufficient for a lot of tasks such as syncing data with another CRM like Pipedrive. At the bear minimum i'd like Nimble to have triggers and actions for updating and deleting contacts. It would also be great if there was some ability to sync deals as well.

    0 votes
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    2 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →

    Hi Mark,

    Thank you for reaching out.

    At this point in time, Zapier does not support deletion sync for the integration they’ve built for Nimble.

    Our integration with PieSync features deletion sync for Google Contacts and they are adding it for other services, too.

    Please check them out at www.piesync.com.

    Best,

    Joe

  16. Move the Delete Account button

    Move the Delete Account button away from the Save Updates button in Your Account Info. I almost click on it every time.

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    0 comments  ·  Reg/Settings  ·  Flag idea as inappropriate…  ·  Admin →
  17. 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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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  18. 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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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  19. 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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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  20. 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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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
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