Zendesk Sell Ideas

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  1. Enable "log a visit" in Contacts in addition to Leads

    Logging a visit with "Contacts" would be very useful. This is especially true for "contacts" that purchase multiple times and use multiple deals over periods of time. For example: I call on municipalities multiple times a year for different engineering projects. Losing the ability to "log a visit" just because they were converted from a "Lead" to a "Contact" is major feature short-coming. There must be thousands of users that are involved in relationship selling to the same contacts year after year.

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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  2. 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

  3. Add an image placeholder on Leads / contacts for business card image

    I think it would be a great idea to have a placeholder on each Lead page for an image that loads. Take a picture of their business card, and upload that image into the placeholder, so that when you load the lead, it also has the image of their business card in that placeholder.

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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  4. 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.

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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  5. 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 →
  6. Moving Contacts back to Leads

    When first starting out, I entered a bunch of leads under "Contacts" because I didn't realize the difference. Now that I know, I want my Leads/ Contact lists to be correctly organized so I need to move those "Contacts" back to "Leads" and I'm not seeing a way to do that.

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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  7. Add contacts

    Base's interface changed and I am no longer able to add a contact, just search for contacts. Please advise how I can add a contact

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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  8. BATCH EDIT FIELDS & TAGS

    LET ME GUESS LOW DEMAND?

    1 vote
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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  9. 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 →
  10. Ability to Export or Print mailing labels

    We need an easy way to print mailing labels.

    1 vote
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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  11. 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 →
  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.

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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  13. 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.

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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  14. Change back contact to lead

    There are times for a variety of reasons that you need to move a contact back to a Lead....it is virtually impossible to do this with Base. I've had other CRM programs that allowed you to do this much easier... I like Base but this could help...

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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)

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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  16. Add T12 Revenue to Contact Field

    It would be nice to be able to easily track client value in a measurable way through the won deals in the last 12 months.

    I would be able to better prioritize my time based off of this as well.

    1 vote
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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  17. Company name from email domain

    If a company has been created with at least one contact with an email address, when adding new contacts from Communication tab, then company field could be automatically populated from that email domain if a match.

    1 vote
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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  18. 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.

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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  19. when entering contacts can it automatically update in my Iphone

    when entering contacts can it automatically update in my Iphone

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

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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
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