Oren Yehezkely
My feedback
3 results found
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406 votes
An error occurred while saving the comment -
226 votes
Hi,
At this time, we don’t plan to change the display of folders in Nimble. We will review this at a later time if we feel this will add value to Nimble.
For now, you can send messages from your custom designed email client, i.e. Apple Mail, Gmail, or Outlook, and all messages will be synced to Nimble.
Best,
Joseph
An error occurred while saving the comment Oren Yehezkely
commented
Hello,
I wanted to contribute my expirience testing multiple CRM programs.
One feature that is critical for us, is the ability to receive email from multiple accounts to the CRM.
This allows the same team to handle customers service, support and sales, but also reply from the relevant email account.
I don't know why almost no CRM program understands the central role of email in modern life. It seems that for now, only SugarCRM is allowing such a feature. All the others, including Salesforce require you to use some kind of third party software or email, in order to centralize the communication with your customers. -
92 votes
Hi,
Thank you for your feedback.
As of right now, you can create a task from an email and the contact will be directly linked to the task. We will review better ways of linking emails to tasks.
Thank you for your input and votes!
-The Nimble Team
An error occurred while saving the comment Oren Yehezkely
commented
Is this functionality not avialable with current tasks?
Joseph,
Why does it take so long to implement a relatively simple (but essential) feature like that?
You really need to overhaul the inadequate (trying to be gentle here) merge feature you now offer.
First it will work only if you know the records you need to merge, and this will usually happen if you know the name or you see them both on the same screen.
You need to add find and merge so that the system will find duplicates by itself.
But, even worse, it will remove necessary data and keep other data, without any guidance from the user. I just tested it and it created something like that: John, Last_Name, SAME_Last_Name.
What is the point?
I suggest that you take a look at SugarCRM (I used the Community Edition) and see how they do merge. It is the best I have seen so far, and it is easy to implement. I have showed it to a programmer and he was able to implement a feature like that within a few hours of work.
I just looked at the Gmail de-dupe tool and it looks awful, I really hope you don't use it as a model, it will be worthless.