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.
1413 results found
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Show company name next to name in activities list
Currently we only see the name of the contact when you click "activities" and see the list. It would be great to also see the company name next to name of the contact.
6 votes -
Ability to merge & all contact info for the company to the person and vice verse as new info received
As contact info develops such as new hires or new leads, it would be great when adding a new person to not have to manually input the company's info and still have ability to access & edit personal info of new person joining company. Equally if you have a contact name and they join a new company, the transmission of personal info is still easily transferred. Also this should include Deals, as the person creating the deal for the company, it shouldn't count as a double deal.
6 votes -
Eventbrite 2-way integration
Ensure that people who come to our events are logged in our CRM so we see that activity. And that new people are added (without dupes) to the crm database. And allow us to use the event invitations.
6 votes -
Uploading documents
It would be nice to be able to upload documents from a computer rather than a separate application.
We have lots of paper contracts and forms that we would like to be able to scan and upload directly to a client profile. This is a simple fix but would be very helpful.
Thank!
6 votes -
Workflow with email automation
Are you able to implement a workflow aspect to Nimble with email automation.
ie: lets say a deal has 5 stages, within each stage there is 5 activities required to complete the stage and at the change of one stage to the next you have the ability to have predefined email templates with mail merge for the client name sent acknowledging their deal to the next stage. The stage names and activities would vary in number and need to be fully customisable.
I would imagine that a rule based approach would probably work well, ie: when deal = 'application received'…
6 votes -
Retroactive dating
I've seen this with other users. When entering new activities you should be able to adjust the date manually. I am entering activity that has been completed over the past few days. The date defaults to the day you click 'complete' not the actual date the activity occurs. Screws up the timeline. Help!
6 votes -
Notes - Provide email notification for Notes
So when I enter a note I can check off users and they will receive an email with the note
6 votes -
Nimble in Spanish?
Translate Nimble in Spanish Please. I can help us
6 votes -
Ability to edit customs fields on the fly (with an inline or hover over edit button)
I edit my custom fields regularly and it is a pain to constantly go in to and edit the record, then scroll to contact info section, then find the field and edit it.
If there is an edit button on each field, this would be very helpful.
Thanks!
David
6 votes -
Improve intelligence for auto-linking social accounts — too many false positives
I'm finding a lot of false positive associations in my contacts for social media accounts that belong to someone more famous. But once they auto-connect, I find it really hard to de-link them. In cases where I can go in to edit the contact and replace the link with a different, accurate one, it's a reasonable workaround, although a bit cumbersome, but when I can't find a social media account to replace the wrong one with, no matter how many times I try to remove it it keeps popping back up. Would love to see this fixed.
6 votes -
Allow for individual message tracking the same as group messages.
Being able to track message status when sending to a group is great. However, this should be a function available to individual messages as well.
6 votes -
Add a webhooks integration
Set-up a webhooks integration.
- To catch webhooks to add/update contact info in Nimble from automations and other 3rd party apps.
- To send webhooks to add/update contact info in other 3rd party apps.
6 votes -
Notes and Task based reporting
Without this we have no way to keep the pulse of our new business initiatives. This is a MUST HAVE or we will be switching systems this year.
6 votes -
Compatibility with LinkedIn Sales Navigator
Nimble Prospector doesn't have compatibility with LISN. Please change this to speed up the process of prospecting. And another additional feature I would love to see is adding multiple contacts at once. Like all of the contacts on a page at once, like ZoomInfo does. Then we won't have to go 1 by 1.
6 votes -
Allow changing of name of Company to Family for not for Profit Use
I'd love to use this for my not for profit group. I can use it as it with a few compromises, but would love for other users to be able to not have to. We work with families and members, rather than Companies and Contacts.
5 votesHi,
We do not have plans on adding the ability to change the name of “Company” to other names.
While we understand the need for customization and we see its importance, we have decided to decline this feature for the near future.
Thank you for your feedback and support!
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Enable photo/album uploading for Facebook (profile) & Facebook Pages
Nimble would be even better if one could post photo or albums directly from the Nimble account...it would make like much easier :)
5 votesHi Sana,
Thank you for submitting this feature request. Unfortunately, we’re not currently planning on adding the ability to upload photos through the Facebook API, as we’re focusing on other areas of improvement for Nimble and your social accounts.
We may review this request at another time if it receives votes from other users, but we must decline it for now.
Thank you for your support for Nimble!
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Increase the size of the clickable (tick box) area on the contacts or it takes a whole day to organize them
The box is so small it's really hard to click on multiple contacts to delete / tag. It would tremendously help if you either had big squares or gave the ability to click anywhere on the contact to tick it.
5 votes -
Adjust the search so that it allows partial words to be entered, and searches on the fly
When we are searching we'd like to use a typeahead search. One that only requires us to type one letter at a time and will search for any criteria that meets it. Ie. If I am looking for Currey, if I type Cu, then currey, cult of style etc would come up. Thanks
5 votes -
Constant Contact
Your integrations are great, unfortunately we use Constant Contact as our mail service. As the most popular email service I think Nimble should integrate with Constant Contact.
5 votes -
Make untagging a contact easier.
To my knowledge it takes 3 clicks to untag a contact.
5 votesHi Teresa,
Tags are definitely a work in progress, could you give us an idea of what would be easier than the current 3 click process so we can put it under review?
-Joseph
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