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. 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 →
  2. 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 →
  3. 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 →
  4. Print Activities Button on Contacts

    Placing a print activities button on the contacts page would be helpful just in case the notes are needed in paper format.

    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 →
  5. 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.

    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 →
  6. 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 →
    support-team responded

    Hi,

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

    Regards,

    Base Support

  7. 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.

    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 →
  8. 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
    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. 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 integrating some support…
    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 →
  10. 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.

    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 →
  11. 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

    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 →
  12. BATCH EDIT FIELDS & TAGS

    LET ME GUESS LOW DEMAND?

    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 →
  13. Able to group customers to locations

    I have many customers with different companies that work at different locations. Is there a way to put in a tab called a "site location" under contacts that I can assign contacts to. ( my customers move sites periodically depending on the work, so this will help me track where my customers are by locations)

    That way I can pull up a site location and it will list for me all of the contacts currently at that site.

    if you could have someone call me to discuss i can describe in better detail what i am looking for.

    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. 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
    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. Ability to Export or Print mailing labels

    We need an easy way to print mailing labels.

    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 as Referral

    I would like to be able to attach a contact to a deal or another contact as the referral source.

    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. 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
    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. 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
    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. 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...

    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 →
  20. 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)

    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