Zendesk Sell Ideas

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  1. 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.

    20 votes
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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  2. Tweet at contacts/leads through base

    Just like writing an email, the ability to tweet at contact or leads through base interface.

    4 votes
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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  3. Allow team to tag other team members in the notes using an @ - similar to Slack and other apps.

    When commenting on a contact it would be good to notify other team members by tagging them using an @ symbol, rather than adding a task for them to read the notes on a contact.

    16 votes
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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  4. Important Dates

    In other CRM that I tried it had the possibility to add Important dates to a contact or opportunity. This way I can send (even automatically) emails on the client's birthday, wedding aniversary, renewal due date, etc.

    1 vote
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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  5. Multiple Update of custom fields

    It would be great to be able to select multiple contacts in contacts view and bulk update any field - be it default or custom field. We had this in Zoho and it was very useful.

    1 vote
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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  6. 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 →
  7. Ability to configure popup dialog boxes

    When creating a new or modifying an existing person contact you can add a company through a popup dialog. This is useful but we find that a most of the time the fields in that popup are not actually what we want to add. This results in a rather cumbersome workflow having to first create the company through the popup, then save the new person and then go find the newly added company i order to add the desired fields (website, turnover, number of employees, etc.)

    I would really love to be able to configure the fields displayed in the…

    8 votes
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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  8. Custom Contact's Customer Status and Prospect Status

    Add the ability to change the text for the Contact's Customer Status and Prospect Status? I need to change it so it makes sense to my users. So rather than say Customer, Past Customer, or Non Customer we need it to say Member, Past Member, or Non Member.

    6 votes
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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  9. Stop adding fields when contacts are merged.

    When merging contacts, it creates extra fields if the information doesn't match. A note in the contact should be sufficient. Merging contacts should not create extra fields.

    10 votes
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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  10. Add an address mode where you can view the contacts in a similar view to top producer, great for when sending mailers to clients!

    It would be great if there was a separate mode of viewing contacts where addresses are all listed and you can quickly view addresses to send handwritten notes, mailers etc, without clicking on each contact to see the address.

    Would love to see this implemented!

    1 vote
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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  11. Company/Contact Addresses

    Have a default setting for when company addresses are changed, it also changes the contacts automatically. At this point it has to be done manually.

    4 votes
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    1 comment  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  12. Make the option to have couples under one contact card

    In certain industries, especially real estate we communicate to both a husband and wife in the transaction, ex.) if I could have the option to not just have 'John smith' but "Kelly Smiths" info and I can group them together under one card that would be an excellent feature.

    1 vote
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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  13. Map Merged IDs To Final ID

    When we merge a contact, the old ID doesn't map to the merged ID, which means that references to the old ID are now orphaned. Can you add a mapping table and an API hook please?

    1 vote
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  14. make state and country auto respond to a standard setting

    IM TIRED OF IMPUTTING MY SAME STATE AND COUNTRY EVERY TIME I ONLY WORK LOCALLY !!!!!!

    1 vote
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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  15. subsidaries

    It would be great to be able to link subsidiaries with General company accounts.

    I.e. Bayer (the umbrella company) , Bayer Thai Co ltd, Bayer China Limited, Bayer Crops, Bayer Animal Health, Bayer Pharma, etch...some dealings are with the umbrella (but relevant for many of not all the subsidiaries - at least worth knowing about when going into meetings subsidiaries / with previously unknown subsidiaries.

    1 vote
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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  16. Contact Info Smart Import

    Create a Smart Import field to copy and paste all contact information from a person, an automatically locate fields like:

    - Company
    - Email
    - Phone number
    - First Name - Last Name
    - Address
    - LinkedIn URL
    - Website
    - Etc.

    3 votes
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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  17. Updating Address

    When I update a physical address in a company profile, I should be given the option to have it update all contacts associated with that company.

    14 votes
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    1 comment  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  18. Bulk add tasks

    You should be able to select multiple contacts and bulk add tasks, appointments and deals in the one go instead of having to go through each contact individually which is very time consuming and inefficient.

    For example, just say you want to revisit 10 clients in a particular suburb on a particular date to discuss a new product, you can filter your contacts by suburb, select all of them together and bulk add an appointment/task/deal for a set date.

    4 votes
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    2 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  19. Only have People under Contacts and have Company function as a subset with no e-mail field

    Hi! We are organizing/tagging our Contacts to better our Marketing Dept and have a suggestion. It doesn't make sense that Contacts also include Companies and it is adding a lot to our lists with no e-mail associated with it. Is there a way to separate those two? Thanks!

    1 vote
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  20. Ignore extra spaces when filtering contacts on State/City

    When filtering contacts by State or City, it would be helpful if your filtering algorithm trimmed any leading/trailing spaces from State/City fields.

    We've imported a large lits of contacts from various sources and sometimes State or City names have a leading or trailing space which makes it harder to filter by.

    3 votes
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