Zendesk Sell Ideas

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

  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback
  1. 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
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  2. Instagram

    I saw that you allow for FB and Twittter details to be entered when a lead is created. This gives a very convenient icon on the left hand coloumn that transfers when a lead is converted into a contact.
    Can you do the same for Instagram as i'm using BaseCRM to track deal with personalities who have a big Instagram presence.

    3 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  3. 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
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    2 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  4. Add a new field available in contacts: Last note made

    It would be really great to have a field available to add for last note made. That way when you open contacts you can scroll straight down and see the last note you made for each person on the right without having to go in and out of each contact.
    Thanks

    3 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  5. Import contacts and companies respecting their relationship

    Currently when we import CSV it's kind of confusing. When I try to import a person contact and what company he/she works for, we can't associate both information - the import is thus very harmful as currently.

    3 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  6. Contact/lead templates

    I frequently need to create contacts and leads that all follow the same pattern for some reason. E.g. users of one of our product will all have the same tags and source when added as leads. People we meet at a conference will all have the same tags.

    I'd like to have a way to create contacts and leads in a way where some of their data is pre-filled, like the mentioned tags and lead source. I'd call this templates, like I could have an "Our product's user" lead template.

    3 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  7. Filter ranges

    When making smart lists and such it would be great if you could add ranges. For example we have added values for number of employees and annual revenue on all companies in our database. Would be great to make lists depending on ranges in those numbers.

    3 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  8. 3 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  9. Preserve Reach Fields in Base CRM

    There are fields in Reach like Business Type and Employee Size that arent in Base unless i custom create them. when i move a company from Reach to Base i would like that data preserved for the company i am importing.

    3 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  10. 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
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  11. 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
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  12. 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
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  13. 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
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  14. 1 vote
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  15. Tab Key to Scroll Through Address Fields

    It would be very convenient if, when entering contact address information, hitting the tab key on my keyboard would take me to the next field of the address information, instead of taking me through the fields on the lefthand column of the window. Right now, hitting tab takes me from "street" to "billing street" to "shipping street" to "customer status." It would be better if hitting the tab key took me from "street" to "city."

    1 vote
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  16. Contact and List

    Is there a way for he MC's to view all leads and contacts yet without me having to print a master list?

    1 vote
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  17. (numerical representation) of child companies

    Overall this suggestion has been already realized with the huge appreciated update to the parental hierarchy.

    However it would be useful - under the breakdown of children companies underneath the main parent company to indicate possible by numbers ex. 1,2,3 etc... the amount of additional child companies underneath a department. IE - organizations that have 2 or more branch offs from the main parent company.

    1 vote
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  18. 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
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  19. Contacts between two cities

    It would be interesting to be able to search contacts, leads and opportunities that exist in a certain route between two cities. I travel a lot by car, and it would be very usefull to filter my contacts by selecting the route i am going to drive trough and to see all the contacts that i can visit while i am traveling. Also it would be usefull to be able to filter by radius, for instance by selecting a city and tellind the filter to show all contacs in a certain kilometers radius.

    1 vote
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  20. 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
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    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