Zendesk Sell Ideas

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  1. 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 →
  2. Address Line 2 in Main Contact Info Area

    Our sales people consistently forget to add Address Line 2, or try to jam it into the Address 1 field, because it lives down below the main contact card area (because it is a "custom" field). Address Line 2 should be a primary field.

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  3. Confluence integration

    Ability to link contacts and deals with meeting notes/project documentations in Confluence (possibly by means of Confluence page tag).

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  4. Photo Contact Card

    There should be a way with the app to take a picture of a business card and the info auto populates the contact card. This would speed up the amount of wasted time typing in contact information.

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  5. Multiple Update of custom fields

    It would be great to be able to select multiple contacts in contacts view and bulk update any field - be it default or custom field. We had this in Zoho and it was very useful.

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  6. duplicate contacts created when I added another user

    It has been very frustrating to merge every contact because a duplicate contact was created when I added a user.

    All of the 2nd/duplicate contacts have the most recent user assigned as the owner...she has never even spoken to them.

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  7. Integrate an RSS feed (i.e. for Google Alerts) into contact activity.

    It would be great to be across any news in the media, when we look at a company's activity feed. Ideally we would create a Google Alert then add the RSS feed address into the relevant contact's page. The Google Alerts would then appear in the activity feed.

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  8. Additional Customer Type

    I need to add PARTNERS to Base, we need to include law firms, construction companies and developers into the deals. Today I can only add them as CUSTOMERS, and no way to assign the as collaborators in a deal.

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  9. Allow to link Dropbox to Contacts

    We use this as a CRM, this we are uploading client docs into the contact tab. We ran out of the 2GB in two months. If you can't offer more storage for a monthly fee (without having to upgrade every user to $150/month) it would be great if we could seemlessly link to Dropbox or Google Drive from the Contacts page, rather than just the Deal page...

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  10. Map Merged IDs To Final ID

    When we merge a contact, the old ID doesn't map to the merged ID, which means that references to the old ID are now orphaned. Can you add a mapping table and an API hook please?

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  11. Have the Smartlist categorize by Company, not Contact

    When working on our contacts, the smartlist filters by the Contact. We work in Industry where the key-employees can change. Deals are associated by Company and then Client. It would be nice if the Smartlist reflected that as well.

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  12. Untracked email import

    "Add all as contacts" is a simpler CTA option.

    Importing Google contacts didnt work for me. You already have my hundreds of contacts this way, and users already know that this will work.

    Call me an idiot for "not getting it" but the other methods I tried using on your site to import contacts did not work. No data was found.

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