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. 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 →
  2. Filter Contact by their phone number and email addresses

    Being able to view all your contacts with a field to filter what their phone number and email address is would be helpful when someone would need to export a "Contact List". It could also help find those customers without that specific information in their contact so someone could find them all at once and go back to reach out and obtain that info from the customers. At this point a person would have to go into each individual contact to find their phone and email and it is time consuming.

    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 →
  3. When pick all contact, can pick more than 1000 contacts

    Enable me choosing more than 1000 Leads, Contacts or Deals at a time when doing bulk actions.

    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. Bulk update

    Bulk update of a field, notes for instance, with a comment.
    Need to know when emails sent for smartlist through Mailchimp
    Tags not an option.

    2 votes
    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. matching duplicates as they are being entered

    Can possible duplicates be shown while they are being entered? For example, I am in the contact tab entering a new person - I put in the name John Smith, phone number 123-123-1223, email address jsmith@ABCcompany.net. Can Sell start doing a search in my existing contacts to see if I already have someone set up with that criteria or part of that criteria and notify me before I finish? Have a window that comes up that says possible duplicate in your system and show the information.

    3 votes
    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. Company View

    It would be nice to have a company view of all the contacts in our CRM. Otherwise no one knows if someone is a customer or lead. This would cut down on the duplicates.

    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 →
  7. Moving Contacts

    Be able to select contacts and create a new smart list. For example I have 40 contacts I want to prospect hard this month. I want to be able to select those 40 Contacts and move the to a new smart list.

    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. Tab Key to Scroll Through Address Fields

    It would be very convenient if, when entering contact address information, hitting the tab key on my keyboard would take me to the next field of the address information, instead of taking me through the fields on the lefthand column of the window. Right now, hitting tab takes me from "street" to "billing street" to "shipping street" to "customer status." It would be better if hitting the tab key took me from "street" to "city."

    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. View photos of contacts

    It'd be great if you could see photos of contacts. A synchronization between ZenDesk Sell and Outlook contacts should still be possible (including photo).

    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. Confluence integration

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

    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. Instagram

    I saw that you allow for FB and Twittter details to be entered when a lead is created. This gives a very convenient icon on the left hand coloumn that transfers when a lead is converted into a contact.
    Can you do the same for Instagram as i'm using BaseCRM to track deal with personalities who have a big Instagram presence.

    3 votes
    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. Preserve Reach Fields in Base CRM

    There are fields in Reach like Business Type and Employee Size that arent in Base unless i custom create them. when i move a company from Reach to Base i would like that data preserved for the company i am importing.

    3 votes
    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. 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...

    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. 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 →
  15. Use Google for Auto-Complete on Addresses and Info for Companies

    Google already has a ton of information, including addresses, phone numbers, websites, accurate spelling, etc. Please add an auto-complete functionality when adding and editing contacts and leads.

    Other CRMs are already doing this and I hope Zendesk follows with this amazingly helpful connection. Speeds up the process!

    Thank you!

    3 votes
    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. 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
    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. 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
    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. 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
    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. 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
    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. when entering contacts can it automatically update in my Iphone

    when entering contacts can it automatically update in my Iphone

    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 →
← Previous 1 3 4 5 6
  • Don't see your idea?

Feedback and Knowledge Base