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10 results found

  1. Add The Ability to Link / Relate Two Contacts

    194 votes
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    40 comments  ·  Nimble » Contacts  ·  Admin →
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    Anonymous supported this idea  · 
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    Anonymous commented  · 

    In Redtail and in Insightly. You can household clients, so you will be able to see husband and wife together and if they have any kids, or if someone is a Trustee we can tell how they are related. Great feature to have.

  2. Allow to show tasks assigned to all.

    88 votes
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    10 comments  ·  Nimble » Activities  ·  Admin →
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    Anonymous supported this idea  · 
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    Anonymous commented  · 

    Dido.. Should be able to see task and events on calendar or list. In Redtail we could select what we'd like to see on the calendar for all users, task, meetings. Etc.. all in one place. It would be great if the task would sync to google as well. Thanks!

  3. Ability to share/collaborate on Stay in Touch and Important Contacts lists

    5 votes
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    2 comments  ·  Nimble » Contacts  ·  Admin →
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  4. Add the option to log a phone call (instead of using the "Log Activity" option for this)

    75 votes
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    under review  ·  7 comments  ·  Nimble » Contacts  ·  Admin →
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  5. Need to seperate Contacts and Leads

    2 votes
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    0 comments  ·  Nimble » Contacts  ·  Admin →
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    Anonymous supported this idea  · 

  6. allow users to set default calendar view

    2 votes
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    0 comments  ·  Nimble » Activities  ·  Admin →
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  7. Display clients age.

    3 votes
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    0 comments  ·  Nimble » Contacts  ·  Admin →
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  8. Please allow us to import/export via a excel spreadsheet, instead of the csv

    0 votes
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    0 comments  ·  Nimble » Contacts  ·  Admin →
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    declined  ·  AdminSergey Shvets (Director of Product, Nimble) responded

    Hi Brandy,

    Thank you for writing in.

    We do not plan on adding support for .xlsx formatting as opposed to .csv format because you already have the ability to export from Excel to CSV when you save your spreadsheet.

    When you save your file in Excel, choose the file format to be “CSV (MS-DOS) Format”, and you will be able to import to Nimble.

    If you have any questions, please feel free to write to care@nimble.com for support.

    Best regards,

    Joseph

    Anonymous shared this idea  · 

  9. add multiple users to a task or activity

    28 votes
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    5 comments  ·  Nimble » Activities  ·  Admin →
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    under review  ·  AdminSergey Shvets (Director of Product, Nimble) responded

    Hi Everyone,

    Thanks for voting and sharing your feedback!

    We have placed this feature request “Under Review” and we will update the status at a later date when we have made a decision whether to move forward or not.

    Please continue to vote for this feature.

    Thank you,

    Anonymous supported this idea  · 
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    Anonymous commented  · 

    We also need to be able to link a contact to an activity even if they don't have an email address..

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    Anonymous commented  · 

    I agree, we need to be able to see everything in 1 place. It would be great if we could see it all on the calendar and then have it sync to our google calendar as well.

  10. Enable printing for direct mail labels (e.g. Avery)

    39 votes
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    4 comments  ·  Nimble » Integrations  ·  Admin →
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    declined  ·  AdminSergey Shvets (Director of Product, Nimble) responded

    Hi,

    At the current moment, we do not have plans on adding a print function to Nimble for direct mail labels.

    For now, I recommend exporting to CSV to format address fields for programs like Avery.

    I understand that this is an often-requested feature and one that older CRM systems have had for a long time. We don’t currently envision this feature to e added within the 2013 timeframe so I am declining it.

    If this feature receives an overwhelmingly large amount of votes, we will be happy to reconsider it.

    Best regards,

    Joseph

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