Zendesk Sell Ideas

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  1. 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 →
  2. 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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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  3. 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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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  4. Please, Please, Please: Mass Conversion of Contacts/Leads to Customers and Vice-Versa!!!

    In other words, I filter contacts; then select all; then change from contact to customers. This is **critical** when importing, as right now, I have to manually change 134 imported contacts from "contact" to customer ONE AT A TIME. :-( Such a function would also prove helpful when you have 5 influencers and two decision-makers at a company who are all leads, and you want to add to a mailing list, but you need to make them customers first.

    7 votes
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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  5. Work history

    If you are using base for a long time, you probably noticed that people change companies. It would be great to handle such a change in base in a greaceful way.

    Most of my contacts switch from one company to other and still are my clients. Rarely people switch industry.

    I would like to mark, that from now on, person A does not work for X cork, but for Y corp. All the communication logged in base should be preserved.

    10 votes
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    2 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  6. 1 vote
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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →

    Hi,

    Thanks for your support!
    I’m happy to say that this functionality has now been released via Smart Lists!

    Regards,

    Base Support

  7. Multiple email addresses per contact should sync to Google Contacts

    Adding multiple emails per contact needs to be implemented in a way that is both intuitiveand syncs with Google contacts.

    The current implimention of using custom fields seems to fail on a number of points. Extra email addresses don't sunc to google. Mail addressed to the other addresses is not added to the contact.

    This really is a major issue for us in wanting to use Base as the source of all business contact data.

    19 votes
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    3 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
    Rafal Ociepa responded

    Thanks for posting!

    While the Google Contacts Integration currently supports the main email address for each contact, you can use email-type custom fields to add multiple email addresses per each contact or lead. These are recognized in the same way as the main address – you can send emails to them, and messages from those addresses will be visible on the contact’s page.

    I hope this helps!

    Best regards,

  8. Call list

    Call List on Mobile device. Having the same "call list" functionality on my iPhone would be a great use of my time while traveling. Waiting at airports for my next flight would never be the same. The more calls I make, the more business I generate. I can think of many times when Im out sitting and waiting that I could make use of this time.

    25 votes
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    2 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  9. Automatically find and merge duplicate contacts

    PLEASE add a function that automatically finds very similar contacts and merges them. With over 4000 contacts I don't have time to do each one manually.

    16 votes
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    2 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  10. Prioritize contacts using colors

    Being able to prioritize contacts using different colors to denote importance would be very useful!

    14 votes
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    3 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  11. Relationship linking - link contacts to build networks

    Any CRM should allow you to link people/contacts. For example, your client Mr X was referred by Mr Y and is also advised by Mr A in another capacity. This should also be reportabel.

    71 votes
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    8 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  12. Social Media Profiles of contact

    for each contact, the system should get social media profiles and update the contact card automatically like Nimble

    401 votes
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    22 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  13. Link contacts

    A way to link a person to another contact - say husband and wife with different names or link a contact to a company so you can look at as the person or listed under the company.

    28 votes
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    2 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  14. Related company (or multiple relations between persons and company)

    I sell display advertising: the are media agency ("company") planning the media purchases of clients ("company") through persons (employee) so it would be important to keep everything together.

    There are also brand owned by a group, with many digital media manager but just one media agency...

    13 votes
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    1 comment  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  15. True 2-way sync with Google Contacts

    Currently when you add a contact in Base, it syncs to Google Contacts, but then subsequently will NOT sync future changes to Google Contacts. Any edits to the contact need to be made in Google for them to appear in Base.

    I propose that a true 2-way sync would be implemented, where the user could choose which app would "win" in case of a conflict, i.e. "Google wins" or "Base wins".

    663 votes
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    38 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →

    Hello everyone! Thanks for all of your feedback. A two-way sync with Google Contacts is very much currently under consideration, but just to give you a heads up, this is not something that will be happening in the near future. Stay tuned here for further updates – we’ll let you know as soon as something’s in the works!

  16. you MUST add a group edit for marking contacts as PRIVATE

    I have about 3,000 contacts I just imported from my phone address book. About 800 of them are PRIVATE contacts. Rather than marking each one as PRIVATE using the "Edit Contact" button and then checking the checkbox to mark them as "private", (which will require about 5 clicks per contact, plus a reentry of the group search each time I complete a checkbox and save), which will require about 4,000 "manual clicks" for me to alter the 800 files...

    I would much rather prefer to mark my contacts in a list one time, and then simply click on a "make…

    15 votes
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    2 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  17. Allow us to assign or add a person to multiple companies.

    It would be very helpful for our business to have the ability to assign person(s) to more than one company. I work with several people that work for multiple companies. I only want to add them into Base once, but have the ability to assign them to multiple companies that they are representing.

    612 votes
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    44 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  18. Automatic contact mergers

    Please, make it possible to merge contacts automatic (using one button) just to make rid of duplicate contacts. Now We need to marge contact by contact

    22 votes
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    1 comment  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
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