Diana van der Pol

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  1. 20 votes
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    7 comments  ·  Nimble » Deals  ·  Flag idea as inappropriate…  ·  Admin →

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    started  ·  charlene responded

    We have half of this feature request completed.

    1) You can export your deals now!
    See: http://screencast.com/t/j30gz0ZL3b

    And 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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    Diana van der Pol commented  · 

    Started in 2011... You realize it is now 2021??

  2. 79 votes
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    17 comments  ·  Nimble » Messages  ·  Flag idea as inappropriate…  ·  Admin →

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    Diana van der Pol supported this idea  · 
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    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.

  3. 1 vote
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    0 comments  ·  Nimble » Activities  ·  Flag idea as inappropriate…  ·  Admin →

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    Diana van der Pol shared this idea  · 
  4. 227 votes
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    35 comments  ·  Nimble » Activities  ·  Flag idea as inappropriate…  ·  Admin →

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    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 supported this idea  · 
  5. 52 votes
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    under review  ·  3 comments  ·  Nimble » Activities  ·  Flag idea as inappropriate…  ·  Admin →

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    Diana van der Pol supported this idea  · 
  6. 154 votes
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    under review  ·  22 comments  ·  Nimble » Activities  ·  Flag idea as inappropriate…  ·  Admin →

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    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 supported this idea  · 
  7. 3 votes
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    1 comment  ·  Nimble » Contacts  ·  Flag idea as inappropriate…  ·  Admin →

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    Diana van der Pol shared this idea  · 

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