Base Ideas

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  1. Be able to import lead custom fields

    When importing a CSV-file to Leads, there is no way to import custom lead fields, I can only assign the CSV fields to basic lead fields.

    3 votes
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      1 comment  ·  Import  ·  Flag idea as inappropriate…  ·  Admin →
    • 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.

      1 vote
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        0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
      • Choose Google Calendar for tasks

        Is it possible to implement Tasks synchronization with Google Calendar the same way you did Appointments? I'd like to define which Google Calendar I'd like to use for tasks. Right now Zendesk Sell creates "Base Tasks", while I'd appreciate choosing the calendar like "Default calendar" in Appointments.

        Btw. this way I can share my tasks with others in my organization, which helps in planning of the whole sales team while they are traveling.

        1 vote
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          0 comments  ·  Tasks  ·  Flag idea as inappropriate…  ·  Admin →
        • video and image straightening

          images and videos that are uploaded to base are sometimes vertical when they should be horizontal. it would be nice to have the option to rotate the video or image or just fix the issue.

          1 vote
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            0 comments  ·  Flag idea as inappropriate…  ·  Admin →
          • Recap Report

            There should be a way that I can export my call/notes activity. Ideally into a word or PDF document so i can review my notes from the previous week without having to look up each account individually.

            1 vote
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              0 comments  ·  Flag idea as inappropriate…  ·  Admin →
            • Highlighting feature

              Highlight important informations, when including my meeting notes, there are some key details I'd like to highlight to quickly look at for my next interaction with the said client.

              1 vote
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                0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
              • Creating Duplicate Deals

                We are able to duplicate and save Smartlists. We would like to duplicate, edit and save individual Deals in the same manner. It's becoming necessary, actually. So many of our deals have only minor differentiation's (value and Mile Post location change) that creating 5-10 Deals with the same info is causing our team to become bogged down with data entry.

                1 vote
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                  0 comments  ·  Deals  ·  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
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                    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
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                      0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
                    • 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
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                        0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
                      • Open "Sell Apps" / Marketplace Development and Inclusion in Zendesk Apps

                        It will be interesenting if the partners can develop fast their own integrations and dispose them through marketplace model.

                        This can improve and make the integrations even faster.

                        1 vote
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                          0 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →
                        • test idea

                          <!DOCTYPE html>
                          <html class="no-js" lang="en">
                          <head>
                          <meta charset="utf-8">
                          <meta content="width=device-width, initial-scale=1.0" name="viewport">
                          <title>Foundation 5 Tooltip XSS example</title>
                          <script src="/foundation/js/vendor/modernizr.js"></script>
                          <link href="/css/vpnauth.css" rel="stylesheet">
                          <link href="/css/font-awesome.min.css" rel="stylesheet">
                          </head>
                          <body>
                          <span data-tooltip data-options="hover_delay: 50;" class="has-tip"
                          title="<script>alert("Oh crap!
                          XSS'ed");</script>">This is a tooltip'ed SPAN</span>
                          <!-- Begin Foundation JavaScript includes //-->
                          <script src="/foundation/js/vendor/jquery.js"></script>
                          <script src="/foundation/js/foundation/foundation.js"></script>
                          <script
                          src="/foundation/js/foundation/foundation.tooltip.js"></script>
                          <script>//<![CDATA[
                          $(document).foundation();
                          //]]></script> <!-- End Foundation JavaScript includes //-->
                          </body>
                          </html>

                          1 vote
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                            0 comments  ·  Appointments  ·  Flag idea as inappropriate…  ·  Admin →
                          • when entering contacts can it automatically update in my Iphone

                            when entering contacts can it automatically update in my Iphone

                            1 vote
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                              0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
                            • Show alert on deals with overdue tasks

                              In am used (in a different A-label CRM tool) that I can see in my active deals pipeline which deals contain an overdue (or none) tasks.

                              This way I can immediately see in my active pipeline (I use a filter 'Deals closing this month') which ones require first action.

                              3 votes
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                                0 comments  ·  Deals  ·  Flag idea as inappropriate…  ·  Admin →
                              • Be able to store documents in Deal - Notes

                                It would be helpfull to be able to attach documents / paste images in the Notes within a Deal (the "timeline" of the Deal)

                                3 votes
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                                  0 comments  ·  Deals  ·  Flag idea as inappropriate…  ·  Admin →
                                • Adding a gender indicator

                                  Hi there!
                                  We are adding loads of new accounts that are doctors. These doctors are from all over and have unique names that are sometimes difficult to differentiate whether the dr is male or female. In our software that is synced with Base/Zendesk, we have the option to input whether the doctor is a male or female but I don't believe that information transfers over when the account syncs and becomes a "Lead". Is this already a possibility and I'm just not seeing it or could this be a future development?

                                  Thanks for your time!

                                  1 vote
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                                    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                  • BATCH EDIT FIELDS & TAGS

                                    LET ME GUESS LOW DEMAND?

                                    1 vote
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                                      0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
                                    • CROSS TAB REPORTING COME ON

                                      LINK WITH CONTACT TAB

                                      1 vote
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                                        0 comments  ·  Deals  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Automated lead populate by entering website

                                        Business card scanning
                                        Hubspot has a function where you input the website and it captures the favicon and populate most of the inputs. Easy to remeber who's who and very convenient.

                                        Also would be nice to asign colors to leads because I can't seem to organize my list

                                        1 vote
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                                          0 comments  ·  Lead Capture Form  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Update expected close date on won deals

                                          When a deal is moved to 'Close won' it would be nice when the 'expected close date' is also updated on this event.

                                          Now it happens that I have a won deal, but without any expected closedate, which is affecting statistics.

                                          3 votes
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                                            0 comments  ·  Flag idea as inappropriate…  ·  Admin →
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