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.
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1413 results found
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Move the Lead Source field in the Deals record
The lead Type, Status and Source fields are now entered in the Contacts record (for a specific Deal). This is the wrong place. The source of any opportunity (aka Deal) will stay the same, but contacts change over time, especially if you have a long sales cycle.
SFDC has this one right. The lead source is attached to the Opportunity record, and then you can add people to the deal, designating them as things like Decision Maker, Influencer, etc.
You could conceivably get to the same place with your approach, but it forces you to remember to change a lot…
1 vote -
Homepage / Top contact section - Waste of space !
Why is so much space wasted on the homepage ? why don't you hide the Top contact section when there is no more content to check ?
1 vote -
Add assign task to option in log history view
When I am working with a client, sometimes I think of a task that A TEAM MEMBER (not me) needs to complete. We record all interactions with our contacts so when I have the contact open and click "Task" under log history It would be great to be able to assign a task to another team member right there in the contacts log history.
1 vote -
Connect contacts on Behance Network / Useful for creatives.
It would be nice for us creatives, photographers etc to be able to link contacts to Behance network.
1 vote -
in signals (beta) can we see LI "moved" contacts?
In Signals (Beta) it would be nice to see the contact when the Linked In status of "moved" (changed addresses) happens.
1 vote -
Signals (beta) spinning icon
When I access the Signals (beta) page, the "loading" icon never stops spinning. Is this expected behavior?
1 vote -
show tags on summary
Anytime a summary of a contact appears, the tags associated with that contact should be in the display. Could be an option by user as some may not want. Should be an option by tag as some tags are more meaningful than others. When I create a tag, I should have an option to indicate if the tag should be shown in contact summary.
Here's how it would be used. I have contacts all over the world, but want to send certain information only to those within the US. If I have a "tag" that indicates the person's location and…
1 vote -
sync to iCal and MacMail
Not everyone is on Gmail
1 vote -
I need to talk to someone in sales immediately for a meeting later this afternoon. Can't find a phone to call. Jim, 928.830.5709
I need to talk to someone in sales immediately for a meeting later this afternoon. Can't find a phone to call. Jim, 928.830.5709
1 vote -
Offer a bigger Notes box.
CRM is about client interactions, and taking notes helps record those conversations.
1 vote -
allow the assignment of emails to contacts
As similar folks have written in, I have emails from sources other than the customer email address that need to be recorded in the stream of activities for that customer.
Specifically, when a payment comes in from PayPal, the email address that the payment is "from" is a Paypal address.
I would like to reassign this email to the customer, whose email address appears later in the email, so that I can see the entire list of touch points with that customer, including when he/she pays the bills!
:)
This is quite common in offline CRM desktop programs.
1 vote -
track/view how many times you contact each person of a group in a given period of time
To see where you are spending most of your correspondence time. Be able to analyze which contacts are taking up most of your time and whether or not you should spend that energy focused on other opportunities for a greater payoff. Contactually has something similar I'm hoping you will integrate. Great work on the program!
1 vote -
1 vote
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highlight newly imported contacts when refreshing sources
Tag, highlight or show newly imported contacts so you can then mark as important, merge etc.
1 vote -
I can't submit a ticket as I cannot find our url. We've been having problems importing for some time now.
Help i cannot reach you any other way, as I cannot find our url to place a ticket query. Also I have sent emails. The import feature has not been working now for quite some time.I updated the ap and still no joy. What can I do.
Jeannie / Doctoralnet.com / jeannie.tmy@gmail.com /jeannie@doctoralnet.com (please respond to one of my emails as my boss will not reply as she is too busy)1 vote -
Please preserve formatting when pasting into Note from Word
I want to copy paragraphs of text from a word document into a Note on Nimble. When I do, I lose all the line breaks; it's one big paragraph now.
Also, when I go to edit, it pops up an unnecessarily small modal widow. There are soooo many better examples of high-quality text editing that can handle this. Should be a standard feature.
1 vote -
Sharing website page from within nimble
it would be great if from quick lookup webpage, information can be shared from within nimble
1 vote -
Add a content collection bookmarklet
A great way to engage with someone is to send them a link to an article they might enjoy or find useful. I think that a bookmarklet which grabbed and collected the article on the page and stored it to be shared later would be great. Contactually has a similar feature.
1 vote -
Gain insights from discussion forums and other sources of info such as SurveyMonkey
Whilst I understand that Nimble is primarily utilised to generate insights from social media, can Nimble also be used to gain insights from discussion forums and other sources of information such as SurveyMonkey?
1 vote -
Enable custom reminders
In my work flow, I rarely follow up with anyone every week, month, etc., but regularly need to set up a reminder to follow up at some specific time in the future. Make follow up capability more flexible so I can set a reminder for a specific date.
1 vote
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