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. 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
    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  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
    • Archive contacts

      It would be nice to better organize contacts that have gone cold. Leads you can do this by marking them as lost, but there isn't anything similar for contacts. This would greatly improve the data stored in Base.

      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  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
      • 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
        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  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
        • 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
          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  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
          • 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…

            5 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  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
            • Tweet at contacts/leads through base

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

              4 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  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
              • give us a "undelete" button

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

                4 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  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
                • Map contacts in Google Maps...

                  using the already existing address field.

                  simply map those contacts onto google maps.

                  Example: I'm in Atlanta, GA and planning a trip to Milpitas, CA. It would be nice to have a quick glimps at my contacts map to see what other customers are close to that location for me to schedule visits with.

                  4 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  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
                  • A 'person' hierarchy structure to manage variations of multiple companies/deals and to facilitate GDPR reporting

                    Being able to manage company and deal variations linked to a unique contact (i.c. for persons)
                    Currently we have created 'duplicated person' accounts to manage deals where a person was involved when working for company A. The person moved on to another job at company B and (s)he was again involved in a new deal for company B. So, a unique person has 2 email addresses which are linked to different companies and. as a result, different deals.

                    Also, from a GDPR perspective being able to answering gdpr requests by pulling reports from unique contact ID/Name with all its variants…

                    4 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  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
                    • Primary vs secondary contacts on actual deal cards

                      In our business, we bid a project to multiple contractors. Eventually, only one contractor will be awarded the project. I would like a way to list the "winning" contractor so that sales revenue could be attributed to them while still keeping all of the bidding contractors listed so we can track how many projects/revenue dollars we've bid to all contractors. This will help with evaluating which customers deserve more/less energy.

                      4 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  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
                      • 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
                        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  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
                        • Contacts Birthdays- I have the solution for BASE

                          We are in the sales business, we "touch our past , present, and future clients" by reaching out to them with a handwritten card on their birthday.

                          As of now, in BASE CRM, my new contact Mike Jones , I can create a custom field for his birthday and a reminder to send him a card on October 1st, but I would have to create that reminder every year, which defeats the point.

                          Why not make the birthday field an actual field? I want to put Mikes birthday in as October 1st and never have to think about it again.

                          4 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  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
                          • 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
                            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  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
                            • 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
                              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  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
                              • Ability to Bulk Change Prospect Status Or Customer Status

                                We import our clients users regularly, sometimes at different stage and there can be a large number of them.

                                I want to be able to change a Prospect or Customer Status in Bulk by selecting those I want to change, then changing one and a pop up will come up asking I would like to apply the change to all those I have selected. Click yes or no.
                                Thanks.

                                3 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  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
                                • Use Google for Auto-Complete on Addresses and Info for Companies

                                  Google already has a ton of information, including addresses, phone numbers, websites, accurate spelling, etc. Please add an auto-complete functionality when adding and editing contacts and leads.

                                  Other CRMs are already doing this and I hope Zendesk follows with this amazingly helpful connection. Speeds up the process!

                                  Thank you!

                                  3 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  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
                                  • 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
                                    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  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Primary Company Contact (Default Email Recipient)

                                      Enable the option for a primary contact at a company.

                                      The companies 'email' address field is redundant. Using the system correctly, any human at the company has their own contact card and as such, the company email address is never correctly targeted.

                                      This means that when filtering the contact list by company filters (such as industry, revenue or last contact with the company) we cannot select relevant companies and batch email them.

                                      Instead, we have to copy out the list and then manually determine who is the primary contact at each company before manually mailing them one at a time.

                                      3 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  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Sort contacts by revenue

                                        We need to be able to sort our contact list by 'revenue' to make sure that we're keeping in constant contact with our best customers.

                                        3 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  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
                                        • 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
                                          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  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
                                          • Don't see your idea?

                                          Feedback and Knowledge Base