Base Ideas

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  1. Add a note directly on multiple leads from BASE without doing an import

    I would like to add a note together with the status change on several leads at the same time whithout having to do a import

    1 vote
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      0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
    • Track customers that use multiple e-mail addresses under 1 contact

      I have many customers that use different e-mail addresses when they contact us. In order to capture them all, we must add each as a unique contact. It would be great if we could list multiple e-mail addresses for a single contact.

      3 votes
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        0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
      • 3 votes
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          0 comments  ·  Leads  ·  Flag idea as inappropriate…  ·  Admin →
        • Separate Tab for More Deal Info

          Recommend ability to add a separate tab (i.e., next to "Client Space") where admins could create additional custom fields to capture more info regarding the deal. There is not enough space on the deal card and having all information in the left-hand column is cumbersome.

          1 vote
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            0 comments  ·  Deals  ·  Flag idea as inappropriate…  ·  Admin →
          • Contact and List

            Is there a way for he MC's to view all leads and contacts yet without me having to print a master list?

            1 vote
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              0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
            • Ability to Bulk Change Prospect Status Or Customer Status

              We import our clients users regularly, sometimes at different stage and there can be a large number of them.

              I want to be able to change a Prospect or Customer Status in Bulk by selecting those I want to change, then changing one and a pop up will come up asking I would like to apply the change to all those I have selected. Click yes or no.
              Thanks.

              3 votes
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                0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
              • Add relationship fields in Tasks

                It would be of incredible help if there was a Contact field in Tasks, or just basically make the Task creation window more like the Appointment window.

                Let's face it, when we schedule a Task in a Deal for example, it would be great to be able to link the Task to a Contact as well since if I'm scheduling a Call concerning this Deal I am going to be talking to someone!

                A field with a Task type would also be helpful. These could be Call, To Do, Email and so on.

                I'm actually surprised a powerful such as…

                3 votes
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                  0 comments  ·  Tasks  ·  Flag idea as inappropriate…  ·  Admin →
                • Resize columns on Smart Lists

                  We need to be able to resize the column width in Smart Lists. It is unclear which deal is which.

                  1 vote
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                    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
                  • Displaying time in lead destination

                    Hi there, We are calling leads all around the word so I was wondering if there was a way to have the local time displayed on the lead?

                    1 vote
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                      0 comments  ·  Leads  ·  Flag idea as inappropriate…  ·  Admin →
                    • unmatch deals

                      Deselect All Deals when Associating Deals via Comms Centre. We have clients/partners that are involved in multiple Deals (we have one client/partner at 25 deals and counting). In one click we'd like to be able to deselect all the Deals that have been automatically associated with an email.

                      3 votes
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                        0 comments  ·  Deals  ·  Flag idea as inappropriate…  ·  Admin →
                      • Please allow searching emails by more than subject. How about by sender or key words?

                        I need to be able to search emails by keywords. Base only allows you to search emails by subject. If you don get the exact subject the way it is written, it does not come up.

                        1 vote
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                          0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
                        • Ad Connections xml file

                          Nearly every deal begins with a proposal in inventory pricing tool. Being able to upload the Ad Connections xml file into Base should automatically break the proposal into revenue by month and by product.

                          1 vote
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                            0 comments  ·  Deals  ·  Flag idea as inappropriate…  ·  Admin →
                          • Being able to set recurring reminders

                            There are tasks that I need to be reminded of each week, so I would be great if I could set up reminders for those recurring ones so that I don't have to re-set them up each week

                            1 vote
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                              0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                            • Please call me

                              Need to understand activities that are summarized.

                              1 vote
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                                0 comments  ·  Dashboard  ·  Flag idea as inappropriate…  ·  Admin →
                              • ADDING A LEAD

                                When adding a lead it asks for your source. I think you should add "Referral" as an option

                                1 vote
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                                  0 comments  ·  Leads  ·  Flag idea as inappropriate…  ·  Admin →
                                • Phone numbers, when entered, should get hyphens automatically

                                  When entering phone numbers i continue to enter incomplete numbers, like less than 10 digits.
                                  It would help tremendously if, when a phone number is being entered, hyphens would automatically be entered by the app, so it would be easy to spot short phone numbers. E.g. 208859994 vs 208-859-8994.

                                  1 vote
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                                    0 comments  ·  Android Application  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Invoice in Euros

                                    It would be really, really nice if you could invoice us in Euros instead of USD

                                    1 vote
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                                      0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Allow to quick add new custom field options on the fly from the list to multiselect like tags

                                      In the list of leads and contacts we can add new tags to the list on the fly. It would be great if we can quickly add items to multiselect list like we do for tags (so we can have alternative tag list). It could be an option to allow for this in the creation of the custom field. This will allow for the list to be edited on the fly.

                                      Note: We are using "Industry Tags" as we need to multiselect an sub level of industry and the industry fixed list does not work for us, but we don't…

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

                                        move leads / contacts from drift to base and base to drift

                                        3 votes
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                                          0 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Whatsapp Integration

                                          It will be amazing if Base is giving the possibility to integrate whatsapp to Whatsapp Web dashbord so the system is detecting automatically if the Lead has whatsapp conection and if it has, being possible to start a conversation with Only one click.

                                          Also being possible to track the converstion in the page, of course.

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