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.
1412 results found
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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.0 votesHi,
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,
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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 votesHi,
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
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0 votes
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
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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.
0 votes -
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 votesHi 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
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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.
0 votes -
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.
0 votes -
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.
0 votes -
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.
0 votes -
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!
0 votes -
Financing Loan for Motorcycle: After the Gold Rush
Honda is advertising a 12-months 0% APR for new dual-sport (and maybe other) bikes bought with their proprietary Honda credit card. After the 12 months, what sort of interest rate is applied?
*Not hating on anything, nor interested in buying a new bike, but simply curious about what rates are.
1 vote -
Tie the placement of the 'you're about to overwrite your email' template warning to the email creation window.
As it stands now, the above referenced message is dead-center top of the browser window, while the email creation window is the lower-right quadrant of the screen. Having to mouse over and click 'proceed' every time you select a template may not be too bad on a laptop screen, but on a 24"? It gets to be a tad annoying. ...and yes - I know this is a first-world problem. ;)
0 votes
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