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Ross Keating

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  1. Time stamp for custom field entries to allow multiple entries

    2 votes
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    1 comment  ·  Nimble » Other  ·  Admin →
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    Ross Keating shared this idea  · 

  2. Add more Advanced Search criteria

    72 votes
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    23 comments  ·  Nimble » Contacts  ·  Admin →
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    planned  ·  AdminSergey Shvets (Director of Product, Nimble) responded

    Hi,

    We plan on adding more criteria to Advanced Search.

    For now, we have added “Is Not” as advanced search criteria.

    We also have “Or” as criteria for search, if you search for "Find people or companies that match “any” of the following", it will function as an “Or” search.

    If you search for "Find people or companies that match “all” of the following", it will function as an “And” search.

    We will need to do more work to add search for numerical values such as “Greater/Less/Equal to” and the same goes for “Birthdays”. We will update this thread when we have more information on these fronts.

    Thank you for your feedback and support!

    Best regards,

    Joseph

    An error occurred while saving the comment
    Ross Keating commented  · 

    Querying DOB is important for the operations of many businesses. I believe this is an essential query that Nimble should add to the advance search. Often renewals are based on birthdays or scheduling special visit by sales rep or send cards in a month when a client has a birthday. Products may be offered at change of age.

    In the meantime where DOB is important to a business I will recommend they create a DOB in a custom tab. Not ideal but a work around.

    Ross Keating supported this idea  · 

  3. it would great if you had two way integration with Sendout cards. Know we can csv files but like MailChimp would be very useful.

    1 vote
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    0 comments  ·  Nimble » Integrations  ·  Admin →
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  4. Two data flow from Mailchimp would be a nice touch

    102 votes
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    4 comments  ·  Nimble » Integrations  ·  Admin →
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    under review  ·  AdminSergey Shvets (Director of Product, Nimble) responded

    Hi,

    We will review the option of having two way data flow from MailChimp to Nimble but we do not have a timeframe for if or when we’ll improve this integration.

    We look forward to sharing more information in the future.

    Warm regards,

    -The Nimble Team

    Ross Keating supported this idea  · 

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