Diana van der Pol
My feedback
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20 votes
We have half of this feature request completed.
1) You can export your deals now!
See: http://screencast.com/t/j30gz0ZL3bAnd you can filter which deals to export.
2) We don’t have the field “Type” yet. Still remains a feature request.
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79 votesDiana van der Pol
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An error occurred while saving the comment Diana van der Pol
commented
I can see this has been requested for a few years now...
How is this not done yet? In any CRM this is a MUST HAVE. -
1 voteDiana van der Pol
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229 votes
Hi,
Thank you for submitting this idea to our forum. This request is currently under review!
Please continue to submit your votes and we will definitely consider bringing this request to Nimble.
Best,
An error occurred while saving the comment Diana van der Pol
commented
How about the option to integrate task/appointment/note sets into the custom data fields? When you click on an option, it will populate the tasks/appointments/notes for the given customer or client.
Use case;
I work in stages and need to complete all before entering the next stage. I will need to start with a strategy call (appointment) take notes from this call with a pre populated question sheet (note, then I will not forget to ask anything) and then complete a set of tasks before I enter the next stage and start over.This would be awesome if this could be done!
Diana van der Pol
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52 votesDiana van der Pol
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158 votes
An error occurred while saving the comment Diana van der Pol
commented
2012.... It is now 2021....
Please make this happen as it is vital for ANY CRM!!!
Diana van der Pol
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3 votesDiana van der Pol
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Started in 2011... You realize it is now 2021??