Base Ideas

Help us make Base better. Share your thoughts, ideas, and feature requests with us.

How can we improve Base?

You've used all your votes and won't be able to post a new idea, but you can still search and comment on existing ideas.

There are two ways to get more votes:

  • When an admin closes an idea you've voted on, you'll get your votes back from that idea.
  • You can remove your votes from an open idea you support.
  • To see ideas you have already voted on, select the "My feedback" filter and select "My open ideas".
(thinking…)

Enter your idea and we'll search to see if someone has already suggested it.

If a similar idea already exists, you can support and comment on it.

If it doesn't exist, you can post your idea so others can support it.

Enter your idea and we'll search to see if someone has already suggested it.

  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback
  1. Sync appointments to outlook calendar

    Is it possible to add functionality to the outlook add in so that appointments (and perhaps also tasks) are synced with outlook from Base? (Along the lines of the salesforce outlook add in but which actually works...) We use exchange not google mail (we need higher levels of email security) and have no way of syncing between the 2 calendars, which is a major problem in scheduling meetings.

    Thanks

    200 votes
    Vote
    Sign in
    Check!
    (thinking…)
    Reset
    or sign in with
    • facebook
    • google
      Password icon
      Signed in as (Sign out)
      You have left! (?) (thinking…)
      16 comments  ·  Appointments  ·  Flag idea as inappropriate…  ·  Admin →

      Thanks for your feedback! I’m happy to say that we’ve started work on an integration with Office 365’s calendar system, and we’re hoping to roll this out Q3 of this year. We’ll keep you posted!

    • View and Manager appointments for others

      I have reviewed the new appointments module and it is great with one exception. It would be very handy to allow others to view and even manage your calendar for you.

      155 votes
      Vote
      Sign in
      Check!
      (thinking…)
      Reset
      or sign in with
      • facebook
      • google
        Password icon
        Signed in as (Sign out)
        You have left! (?) (thinking…)
        20 comments  ·  Appointments  ·  Flag idea as inappropriate…  ·  Admin →

        We’re happy to say that appointment is coming to Base!

        We’ve listened to your feedback and taken the suggestions on board for this functionality and are scheduled to begin work on appointment sharing functionality later this year.

        Naturally we’ll let you know once this is underway and will keep you updated throughout the process.

        Regards,

        Base Support

      • Appointment Outcomes

        A feature that prompts a user for an outcome after an appointment or meeting. Similar to the prompt given after a call on an Android phone with Base installed. The outcome would then be listed in the activity feed of a Contact/Deal/Lead. It would be great if it could include custom fields for predefined outcomes, an option to schedule a follow up appointment, and a section to make notes etc

        76 votes
        Vote
        Sign in
        Check!
        (thinking…)
        Reset
        or sign in with
        • facebook
        • google
          Password icon
          Signed in as (Sign out)
          You have left! (?) (thinking…)
          7 comments  ·  Appointments  ·  Flag idea as inappropriate…  ·  Admin →
        • logging a meeting (like logging a call)

          Once I have a meeting with a client/customer, I want to LOG that meeting (like logging a call) with summary, action items, follow-up tasks etc.

          I don't always use "Appointments" as the source of scheduling and keeping track of the meetings so I would like the OPTION of logging a meeting without having it necessarily linked to an appointment.

          Key things - to have who was there at the meeting, what was the topic, where did it take place, meeting outcomes, follow-up, action items, suggestion to send a follow-up email -- and then did this move the deal forward (i.e.…

          68 votes
          Vote
          Sign in
          Check!
          (thinking…)
          Reset
          or sign in with
          • facebook
          • google
            Password icon
            Signed in as (Sign out)
            You have left! (?) (thinking…)
            2 comments  ·  Appointments  ·  Flag idea as inappropriate…  ·  Admin →
          • Assign colors to different calendars

            Assign colors to different calendars because I need to distinguish between them.

            39 votes
            Vote
            Sign in
            Check!
            (thinking…)
            Reset
            or sign in with
            • facebook
            • google
              Password icon
              Signed in as (Sign out)
              You have left! (?) (thinking…)
              5 comments  ·  Appointments  ·  Flag idea as inappropriate…  ·  Admin →
            • Calendar on Iphone app

              Adjusting the view on the Base iOS app to be visible by month or year.

              33 votes
              Vote
              Sign in
              Check!
              (thinking…)
              Reset
              or sign in with
              • facebook
              • google
                Password icon
                Signed in as (Sign out)
                You have left! (?) (thinking…)
                2 comments  ·  Appointments  ·  Flag idea as inappropriate…  ·  Admin →
              • When creating a scheduled appointment...auto populate the location as the lead/contact address

                When scheduling appointments...we found that 90% of the time it will occur at the lead or contact address....you have to exit from the appointment screen and copy paste or review the address then go back and type it in....if this was auto populated it would save a few steps....

                33 votes
                Vote
                Sign in
                Check!
                (thinking…)
                Reset
                or sign in with
                • facebook
                • google
                  Password icon
                  Signed in as (Sign out)
                  You have left! (?) (thinking…)
                  10 comments  ·  Appointments  ·  Flag idea as inappropriate…  ·  Admin →
                • Appointment accepted/declined notification

                  Hi I would like get get a notification via email once a contact has accepted or declined an calendar invite that I have sent to them

                  26 votes
                  Vote
                  Sign in
                  Check!
                  (thinking…)
                  Reset
                  or sign in with
                  • facebook
                  • google
                    Password icon
                    Signed in as (Sign out)
                    You have left! (?) (thinking…)
                    5 comments  ·  Appointments  ·  Flag idea as inappropriate…  ·  Admin →
                  • Appointment Templates

                    I'd like to create some templates for appointments, so I don't need to enter the same Title and Description every time.

                    19 votes
                    Vote
                    Sign in
                    Check!
                    (thinking…)
                    Reset
                    or sign in with
                    • facebook
                    • google
                      Password icon
                      Signed in as (Sign out)
                      You have left! (?) (thinking…)
                      0 comments  ·  Appointments  ·  Flag idea as inappropriate…  ·  Admin →
                    • Add Worldwide Timezone Integration to Appointments

                      When creating an appointment please add timezone functionality so it's easy to coordinate with clients that are across the world from you.

                      18 votes
                      Vote
                      Sign in
                      Check!
                      (thinking…)
                      Reset
                      or sign in with
                      • facebook
                      • google
                        Password icon
                        Signed in as (Sign out)
                        You have left! (?) (thinking…)
                        2 comments  ·  Appointments  ·  Flag idea as inappropriate…  ·  Admin →
                      • Add appointments to your teammate's calendar

                        In our team, we have some heroes, that fill our field worker's calendars with appointments from new leads.

                        It would be amazing, if we can directly create an appointment over base and choose with teammate takes part

                        12 votes
                        Vote
                        Sign in
                        Check!
                        (thinking…)
                        Reset
                        or sign in with
                        • facebook
                        • google
                          Password icon
                          Signed in as (Sign out)
                          You have left! (?) (thinking…)
                          0 comments  ·  Appointments  ·  Flag idea as inappropriate…  ·  Admin →
                        • Invite non-contacts/leads to Appointments

                          We need the ability to invite people that are not contacts or leads. For instance, other people at my company like a sales engineer or support tech. This is a BASIC requirement for complex sales engagements.

                          12 votes
                          Vote
                          Sign in
                          Check!
                          (thinking…)
                          Reset
                          or sign in with
                          • facebook
                          • google
                            Password icon
                            Signed in as (Sign out)
                            You have left! (?) (thinking…)
                            0 comments  ·  Appointments  ·  Flag idea as inappropriate…  ·  Admin →
                          • Ability to have multiple owners of appointments

                            The ability to have multiple owners of appointments

                            11 votes
                            Vote
                            Sign in
                            Check!
                            (thinking…)
                            Reset
                            or sign in with
                            • facebook
                            • google
                              Password icon
                              Signed in as (Sign out)
                              You have left! (?) (thinking…)
                              0 comments  ·  Appointments  ·  Flag idea as inappropriate…  ·  Admin →
                            • SMS appointment reminders to contacts and owners

                              Before Base we were using a system that allowed us to send automated SMS appointment reminders. With that we were able to decrease no-shows by over a third. It worked like this and we hope that this can become a Base feature:

                              Let's say I enter a new appointment via the calender in Base and add an existing contact to the appointment.

                              If the contact has a mobile phone number, Base would now send them an appointment confirmation like this:

                              Your appointment with [contact owner] at [date and time] has been confirmed. Location: [appointment location].

                              The contact owner would get…

                              11 votes
                              Vote
                              Sign in
                              Check!
                              (thinking…)
                              Reset
                              or sign in with
                              • facebook
                              • google
                                Password icon
                                Signed in as (Sign out)
                                You have left! (?) (thinking…)
                                0 comments  ·  Appointments  ·  Flag idea as inappropriate…  ·  Admin →
                              • Automatic appointment naming

                                Automatic appointment naming should be a basic feature. It should prompt you what type of appointment it is and then name it after the contact and deal.. Appointment Name Ex: Meeting - Company A, Deal X

                                11 votes
                                Vote
                                Sign in
                                Check!
                                (thinking…)
                                Reset
                                or sign in with
                                • facebook
                                • google
                                  Password icon
                                  Signed in as (Sign out)
                                  You have left! (?) (thinking…)
                                  0 comments  ·  Appointments  ·  Flag idea as inappropriate…  ·  Admin →
                                • Add 2-way Exchange calendar sync

                                  Integrate Office 365 / Exchange calendar with Base calendar with a true 2-way sync

                                  10 votes
                                  Vote
                                  Sign in
                                  Check!
                                  (thinking…)
                                  Reset
                                  or sign in with
                                  • facebook
                                  • google
                                    Password icon
                                    Signed in as (Sign out)
                                    You have left! (?) (thinking…)
                                    0 comments  ·  Appointments  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Leeting customers schedule their own appointments

                                    It would be great to have the ability for prospects schedule their own appointments. Right now I have to manage two calendars and it would be GREAT to have people schedule their own appointments to avoid the email back and forth.

                                    7 votes
                                    Vote
                                    Sign in
                                    Check!
                                    (thinking…)
                                    Reset
                                    or sign in with
                                    • facebook
                                    • google
                                      Password icon
                                      Signed in as (Sign out)
                                      You have left! (?) (thinking…)
                                      0 comments  ·  Appointments  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Populate Lead Name and Address in Appointment

                                      Populate Lead Name and Address in Base Appointment - When setting an Appointment for a Lead, it would be very useful to have the option of populating the Lead Name and Address in the Appointment "Title" and "Where" fields. This could enable the possibility of clicking on the address in the calendar and routing via Google Maps.

                                      7 votes
                                      Vote
                                      Sign in
                                      Check!
                                      (thinking…)
                                      Reset
                                      or sign in with
                                      • facebook
                                      • google
                                        Password icon
                                        Signed in as (Sign out)
                                        You have left! (?) (thinking…)
                                        0 comments  ·  Appointments  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Fix Running Late Notification Emails for Appointments

                                        Currently when you send a "Running Late" notification, it ends the email with the word "Cheers," (with a comma!) but then no name or signature underneath. It's a very strange way to sign off the email, and looks very unprofessional and unpolished.

                                        Please remedy this. Putting the user's name, or standard email signature, or any other number of solutions would be fine!

                                        Cheers,

                                        7 votes
                                        Vote
                                        Sign in
                                        Check!
                                        (thinking…)
                                        Reset
                                        or sign in with
                                        • facebook
                                        • google
                                          Password icon
                                          Signed in as (Sign out)
                                          You have left! (?) (thinking…)
                                          1 comment  ·  Appointments  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Add 'activity sets' to Base functionality to create tasks and appointments at one time for one contact/lead/deal

                                          Other CRM's have "Activity Sets", which essentially allow you to set up tasks and events (appointments) all at one time, in an order, all on one lead, contact, or deal. This prevents users from having to go in and manually add these separately, and at different times, during the process of working with that customer. Here is an an example (https://support.insight.ly/hc/en-us/articles/204061474-Creating-an-activity-set).

                                          6 votes
                                          Vote
                                          Sign in
                                          Check!
                                          (thinking…)
                                          Reset
                                          or sign in with
                                          • facebook
                                          • google
                                            Password icon
                                            Signed in as (Sign out)
                                            You have left! (?) (thinking…)
                                            0 comments  ·  Appointments  ·  Flag idea as inappropriate…  ·  Admin →
                                          ← Previous 1
                                          • Don't see your idea?

                                          Feedback and Knowledge Base