Base Ideas

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  1. #Hashtags and @

    Notes, Logged Calls, and all... it would be awesome if we could use #hashtags and @ to look for trends and notify people.

    #hashtag
    Hashtag would help us figure out trending keywords or issues we've been encountering. The goal is to have trending keywords map to deals/contacts that auto-convert into tags. This would ultimately help us quantify an issue instantly.

    @
    Right now, we use other programs to let teammates know when certain actions happen. If we could use @, it would remove a step in the communication workflow and keep us using Base more often. Ideally, the @ would…

    21 votes
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      0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
    • Add Primary Contact Email and Phone as field options in Deal View

      One of the fields I can add to a Deal Smart List is Contact. Then you can add contact address, city, ect. Is is possible to add contact email, phone. I like to export lists from this view and If i could add that kind of contact information it would save me multiple process steps. Thank you!

      7 votes
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        0 comments  ·  Deals  ·  Flag idea as inappropriate…  ·  Admin →
      • Shareable Smartlist

        Would like to be able to create a smart list and share it with a team.

        19 votes
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          0 comments  ·  Filters  ·  Flag idea as inappropriate…  ·  Admin →
        • Freeze Notes

          Have the option to post an important message and have it freeze on the top of the notes so it does not get missed.

          18 votes
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            0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
          • Cloud Integrations

            Would like to be able to upload a document and have it archived into a cloud such as drop box. Also make the integration available in the leads as well as deals.

            15 votes
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              0 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →
            • {{constructor.constructor('alert(1)')()}}

              {{constructor.constructor('alert(1)')()}}

              1 vote
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                0 comments  ·  CRM related ideas  ·  Flag idea as inappropriate…  ·  Admin →
              • Add base voice number to display on call notes

                When I was operating a shoretel phone, it displayed my business phone number on the screen at all times. This was really helpful during a call because I didn't have to worry about memorizing and not forgetting the number - I could just look down and read it. Might be helpful to just add "My Base #: xxx-xxx-xxxx" to the bottom of the screen during live calls, for reference when leaving voicemails etc

                1 vote
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                  0 comments  ·  Voice  ·  Flag idea as inappropriate…  ·  Admin →
                • Contact address drop down when booking appointments

                  When scheduling an appointment have all related addresses for the client available in a drop down to choose from. Otherwise you have to cancel appointment creation to go back and copy address just to create the appointment again.

                  1 vote
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                    0 comments  ·  Appointments  ·  Flag idea as inappropriate…  ·  Admin →
                  • Upfront and ongoing cashflow reporting

                    With products that have an upfront component and an on-going support contract an ability to list these in the deal would mean that the report could show actual cashflow estimates rather than deal value.

                    For the UI, it could show as a table with upfront + months. Could be adding $10k for month 1-3 months from close date, then $1k / month for 45 months.

                    3 votes
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                      0 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
                    • Automatically log number called with the activity

                      Currently, voice drops the call recording automatically into the notes/activities field, which is awesome, but it seems that it is missing one small detail to make it really seamless - namely, adding the specific phone number that was called. Currently, I have to copy and paste the phone number into the call notes section to keep track of which number was dialed with which call. This doesn't really affect my work flow negatively, but it definitely seems like an unnecessary step. I'm aware you can view which numbers you have called on the call log, but this requires you going…

                      3 votes
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                        0 comments  ·  Voice  ·  Flag idea as inappropriate…  ·  Admin →
                      • Automatically pause music/itunes for voice

                        A feature that Ringcentral had on their softphone that I kind of liked - which I THINK would be just a small addition - was the option to select "Pause music when calling" on the phone. This would automatically stop any music the computer was playing as soon as the call was dialed, and then automatically start it again after hanging up. Not really important but I thought it was cool so wanted to share the idea

                        1 vote
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                          0 comments  ·  Voice  ·  Flag idea as inappropriate…  ·  Admin →
                        • 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
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                            0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
                          • Add Contact Email Address as a filter in Deals

                            It would be extremely helpful to be able to create a SmartList of Active or Won deals, within a specified time period, and include email addresses as one of the fields. This would allow companies to appropriately target email campaigns to exclude or only include those clients.

                            1 vote
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                              0 comments  ·  Deals  ·  Flag idea as inappropriate…  ·  Admin →
                            • Setter profiles

                              Seems like there is no way for a Setter to sort Leads or Contacts as we do not have ownership status. I just want to be able to go to Leads and see all my leads. Currently it is either a smart filter which again does not seem to allow for just Setters, or all contacts and leads. This makes management much more difficult when you are trying to rework older leads and contacts. Since you already have a user profile in the system for us, seems like it would be possible to have the contacts and leads show those…

                              1 vote
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                                0 comments  ·  Leads  ·  Flag idea as inappropriate…  ·  Admin →
                              • Smart lists

                                Hi, when I put the tag healthcare, I would like to just get the people with this tag (without the tag academics for example).

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

                                  Would like to be able to run reports to have a filter based on aspects others than owner.

                                  15 votes
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                                    0 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Double click to edit lead/contact from main screen

                                    Just a quick thought - it would be convenient if it was possible to edit the characteristics of a lead without having to click the "edit" button and go through that pop-up box every time. The "status" field has the ability to be edited just by clicking on it straight from the primary interface, if it's not too much trouble that would be a nice capability to extend to the other fields

                                    1 vote
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                                      0 comments  ·  CRM related ideas  ·  Flag idea as inappropriate…  ·  Admin →
                                    • vision de el calendario de los ademas usuarios

                                      que el gestor pueda ver la agenda de los demás en cuanto al plan de trabajo semanal de cada uno de sus usuarios

                                      3 votes
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                                        0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
                                      • 1 vote
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                                          0 comments  ·  CRM related ideas  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Rep Performance Dashboard comparison

                                          I would like the Rep Performance Dashboard to have the ability to remove the 'comparison' feature - i.e. each rep has their own dashboard without being compared to each other - for some reason the report won't allow me to remove all the comparison ticks?

                                          1 vote
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                                            0 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
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