Zendesk Sell Ideas

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  1. Contact as Referral

    I would like to be able to attach a contact to a deal or another contact as the referral source.

    1 vote
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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  2. duplicate contacts created when I added another user

    It has been very frustrating to merge every contact because a duplicate contact was created when I added a user.

    All of the 2nd/duplicate contacts have the most recent user assigned as the owner...she has never even spoken to them.

    1 vote
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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  3. Mass Change Status on Contacts From List View

    We desperately need a way to mass change a status on contacts from list view. We import with a contact type or tag of Client, but they all import as 'None' under Customer Status and 'None' under Prospect Status. Obviously the Prospect status relates to a deal so this isn't referring to that. We would just like to be able to select multiple contact records and change the Customer status to Current or Past from a list view.

    6 votes
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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  4. Contact smart list: Filter based on Associated Company Attributes

    Be able to filter a smart list of Contacts based on the Company field that the contact belongs to.

    We have created a number of custom fields are related to the Company card and should dynamically relate to the employees, but I can't build a smart report from that relationship.

    3 votes
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    2 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  5. Contact Photos

    I know there is an option to add photos from their social media I believe, but I don't not link their social media. And besides, As I am a dog training business, I post photos of the canine vs the owner. Being able to customize what is actualy displayed on the contact, maybe like drag and drop of at least the options that are currently offered. Maybe different display options for mobile and desktop. Ive seen more visually pleasing CRM's but yet have found one comprehensive as Base.

    2 votes
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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  6. give us a "undelete" button

    give us a undelete button or a trash can to "restore" from.

    4 votes
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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  7. associated contact

    Simliar to tagging. i think it would be a helpful idea to have a 'associate' or 'group' facility. Eg If we were to add John and Jane smith seperately to base we could put them together as associated contacts if we needed to follow up something we have both their details easily next to each other.

    I think this would be a great idea espeically for companies with Multiple Directors that you are trying to keep on top of.

    1 vote
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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  8. Quick add a person.....(error)

    When I am associating someone with a deal I have the ability to "Quick add a person". When doing this you are given the option to fill in the company that person works for. If the company is not already in the base system it will not add that company as a company. Can this be fixed?

    1 vote
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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  9. Still waiting...

    Simple things that would make life easier and Base much quicker for me to use.

    1. Amend TAGS at contact screen without having to go in and 'edit'. TAGS by their design are supposed to be a quick and easy filing system. There's no need to enter a second screen here for any changes they should all happen within the contact page.
    2. Filter TASKS by date. TASKS are designed to help manage workflow so you need to be able to see what you have coming up easily.
    3. Gmail is the 2nd most used email client, with other CRM's…

    1 vote
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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  10. Allow Contacts to be associated with multiple companies

    I deal in the medical field and doctors can practice in multiple locations. I know this could be a tough road but there has to be a better way then entering contact information 4 times for each of their locations

    2 votes
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    1 comment  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  11. Local time plugin

    After using Base for quite some time in Europe, I have started using it for the USA as well. Right now, I check online a lot what the current time is at the location I am contacting, and I would love for the contact and deal cards to have a little clock on the side of the screen, maybe like bottom left, indicating the time at the contact's address. I think it would be relatively easy to implement and really helpful. Thanks for considering this suggestion.

    3 votes
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    2 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  12. Additional Customer Type

    I need to add PARTNERS to Base, we need to include law firms, construction companies and developers into the deals. Today I can only add them as CUSTOMERS, and no way to assign the as collaborators in a deal.

    1 vote
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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  13. Country Default

    Allow me to pick from a list of countries that I want to use. A majority of users are single country, and there should be a default.

    34 votes
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    3 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  14. Merging Contacts through search

    If I search for a contact, select it, and then search for another contact to merge it with, the field zeros out once I select a new search. This makes it difficult when searching through a long list of contacts that I need to merge.

    1 vote
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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  15. Add a SKYPE ID field for contacts

    I use Skype to contact clients. Having the SKYPE ID that when clicks opens up Skype would be brilliant (sorry to mention it but Nimble has this facility so it shouldn't be difficult ti implement)

    1 vote
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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  16. Find all duplicates

    We are always merging duplicates, mainly because we do not have a tool that we can identify how many duplicates we have in the 1st place.

    3 votes
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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  17. Associate Contact Note with a Specific Deal

    Need Ability to have a note created with contact associate with a SPECIFIC deal and appear in that particular deal.

    Currently, for a contact who is involved in multiple deals I have two options:
    1. duplicate the note if I want to see every interaction with everyone involved under the deal.
    2. see the note for the contact on all deals he/she is involved in - even on deals that are not related to the note at all.

    19 votes
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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  18. Smartlist tagging

    Hello,

    Smart lists are great, but I want to be able to select and tag contacts from the SmartLists - just like on leads.

    So I can filter - 'Emailed Viewed' and put them into a group like "LEADS WHO HAVE READ EMAILS"

    Many Thanks,
    Stephen

    7 votes
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    1 comment  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  19. Custom Unique Field

    It will be nice to create custom fields with unique feature. Almost every country has some kind of tax unique code, that could be a very good data to avoid duplicate cusotmers records. It will be nice to enter a custom error message if the customer or contact cannot be added by a unique field violation.

    3 votes
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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  20. 3 votes
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