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1408 results found

  1. Scheduling a Task from a Contact record, automatically populate the Company record along with the Contact record in the Related To field.

    Scheduling a Task from a Contact record, automatically populate the Company record along with the Contact record in the Related To field.

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  2. 1 vote
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  3. fix the contact details issue of multiple equivalent entries

    I have often several times the same email in contacts (from merges?) -
    they can easily and without risk always be handled. Example:
    Work belit@bdli.de Other Belit@bdli.de Other belit@bdli.de .
    Clearly, all these emails are the same. Merge them. In such situations, easy: always delete those with the "Other" tag.

    1 vote
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  4. 1 vote
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  5. copy contact information to share

    I often want to share contact information in an email with other people to make a referral or introduction. Goldmine had the ability to click a single button to copy the Name, Company, phone numbers and email address into the text buffer to paste into an email or document.

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  6. 1 vote
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  7. 1 vote
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  8. Deals displays Profit margin

    Add a column to Deals to enter the profit margin, adding this feature to Deals would universally help all Nimble customer that use deals. good to see revenue but even better to see the profit on deals

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  9. Sort the Tags column in the Contacts list alphabetically

    It would be much easier to visually scan for missing or obsolete tags in the Contacts list if they were sorted alphabetically within the Tags column. Currently they appear to be sorted by the order they were added to each contact record.

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  10. Make it possible to do a universal change on lead details

    i.e., on a specific field for a group of records, such as changing a selected group of people to a specific lead type all at once, similar to tagging a group at once.

    1 vote
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  11. 1 vote
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  12. Make the list view in Deals able to see the flow same as in the pipeline

    Make the list view in Deals able to see the flow same as in the pipeline.
    Now I can only see the stages in alphabetical order

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  13. Allow sorting of Deals by Expected Date (when grouped)

    We generally use the list view for our Deals. When we select "Owner" in the "grouped by" drop-down, the Deals are sorted in seemingly random order. We would like to have the Deals sorted by Expected Date even when they are grouped.

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  14. Automatic USPS verified/approved addresses with Zip+4 via free USPS API

    Use the free USPS API to verify & format addresses to the USPS standard, including Zip+4

    Add a method to verify individually, or verify all addresses.

    Mark a verified address as 'locked' (see my other suggestion)

    1 vote
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  15. This is not an idea - but a loss of functionality which is quite serious in my view: On the deals tab - viewing your pipeline as a list ther

    This is not an idea - but a loss of functionality which is quite serious in my view (lost on the december update): On the deals tab - viewing your pipeline as a list there is no longer a sum of the total value of the deals. We use this to monitor our pipeline size on the fly. Please fix!

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  16. Remember last used Deals view

    I almost always view Deals in List view (vs. Pipeline). Clicking "Deals" always brings up Pipeline view and I have to change to list. It would be best if the last used view was remembered and used when clicking Deals.

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  17. 1 vote
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  18. Open Original Tweet in Tweet Stream Mention List

    You show the mention on Twitter, but as you know people could be responding to old Tweets.. There is no way to see the Tweet they are responding to from within the platform. It doesn't help to see what someone says if you can't see what they are talking about.

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  19. Extension Pop Out - detachable? Covering important data!

    When working on a single monitor (such as a laptop) - why not have the EXTENSION float? Make it detachable? Example - I am viewing a recent connection on Linkedin and want to pull in important CONTACT DATA - and the EXTENSION drop down COVERS ALL THE CONTACT INFO! It's not pulling the contact data from my 1st degree connection on that page and putting it into my contacts database! I have to now open multiple windows to accomplish the same task. And when I view my contacts WEBPAGE (new window) I cannot select and then MOVE the appropriate contact…

    1 vote
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  20. Add the ability to import past sales history for a contact (contact, date, revenue)

    Add the ability to import past sales history for a contact (contact, date, revenue)

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