Base Ideas

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  1. 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.

    1 vote
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      0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
    • Add Merge Tags to Email URLs

      I'd like to have the ability to create a custom URL for every lead that I'm emailing.

      This will help with personalized content that is being distributed to leads.

      4 votes
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        0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
      • Scrolling through leads takes forever and it doesnt load in a timely manner.

        Be able to scroll like you would an excel spreadsheet.

        3 votes
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          0 comments  ·  CRM related ideas  ·  Flag idea as inappropriate…  ·  Admin →
        • Chosing countries

          When sending multipule emails and i must chose many countries for example - after i click on a choice the list jumps back to the begining. Very anoying because i then have to scroll back to the bottom.

          1 vote
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            0 comments  ·  Interface improvement  ·  Flag idea as inappropriate…  ·  Admin →
          • aaa

            aaa

            1 vote
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              0 comments  ·  Flag idea as inappropriate…  ·  Admin →
            • 172908924@qq.com

              周周送大礼,月月有回馈,守赐99沅◤◥★地址:982095典韦coM可以+V信咨询:edsa88

              1 vote
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                0 comments  ·  Flag idea as inappropriate…  ·  Admin →
              • werret2@huawei.com

                周周送大礼,月月有回馈,守赐99沅◤◥★地址:982095典韦coM可以+V信咨询:edsa88

                1 vote
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                  0 comments  ·  Android Application  ·  Flag idea as inappropriate…  ·  Admin →
                • werret2@huawei.com

                  周周送大礼,月月有回馈,守赐99沅◤◥★地址:982095典韦coM可以+V信咨询:edsa88

                  1 vote
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                    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                  • Configureable Front

                    I really believe your app has great features, and collects important data. What it doenst do, is allow you to see your data as you would like. After setting up a contact for example, if i had say 10 fields that i populate with data about that contact. it would be good to be able to see that data in the location, and the formatting that would be most useful. In fact curiously enough, in edit mode, you see the contact better, than after the data has been saved. That doesnt seem like the most workable format at all.

                    Then…

                    1 vote
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                      0 comments  ·  CRM related ideas  ·  Flag idea as inappropriate…  ·  Admin →
                    • Consultancy, the ability to set an start & end date on a deal

                      In our business we're creating deals with consultants and would like the opportunity to insert start & end-date on each deal.
                      And then have a list with the deals thats going to end soon at the top.
                      Is there any way to make that a reality in Base?

                      1 vote
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                        0 comments  ·  Deals  ·  Flag idea as inappropriate…  ·  Admin →
                      • Automated Email for Deals Won

                        It would be great to automate a "welcome email" for deals won! Please help with this.

                        1 vote
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                          0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
                        • Dates and Timing settings

                          When using the calendar - and being from europe - it is confusing that your calendar order (month/day/year) is different than in europe (day/month/year). Same is true for timing. Rather then am and pm, i prefer to have an option to use the 24 hour time in calendar. hope you can add soon

                          1 vote
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                            0 comments  ·  Miscellaneous Settings  ·  Flag idea as inappropriate…  ·  Admin →
                          • I am waiting for someone to reply to my tickets that have been open for 4 days

                            I have asked two very important questions via ticket and have not received a reply.

                            1 vote
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                              0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                            • Allow clickable url links in tasks

                              If I assign a task to an employee and the task includes a URL to a google spreadsheet, or a webpage to reference, I'd like the URL to be clickable. Currently, if a user clicks on a URL listed as part of a task, all that happens is the task is "checked off" and listed as complete. This is dangerous as I need to include the URL but many times my employees will go to click or copy the URL and will mistakenly mark the task as "complete" never to be seen again.

                              Clickable URL/links in Tasks. Thank you.

                              1 vote
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                                0 comments  ·  Tasks  ·  Flag idea as inappropriate…  ·  Admin →
                              • Assigned Account Managers

                                Using a generic email such as vip@getbase is proving very slow in response time. If we had specific managers, I would feel better about asking contract questions and plan changes. The response time as it stands is more than 24 hours.

                                1 vote
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                                  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                • Harvest contact data out of email signature

                                  Email signatures most of the time have a wealth of basic information (phone number, address, website, LinkedIn profile...). It would be great if, similar to (or in conjunction with) Reach's Enrich features, Base could process these and auto-fill for new contacts. Currently this is manual copy-pasting.

                                  6 votes
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                                    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
                                  • try

                                    tfyg

                                    1 vote
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                                      0 comments  ·  Automated Actions  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Batch Actions in Table View

                                      Add the same task for multiple selected leads, deals, contacts.

                                      3 votes
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                                        1 comment  ·  Tasks  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Duplicating Items (Deals) in Base

                                        We often create new deals for new years that are essentially identical (one deal for 2016-2017, then create a new one, same details, for 2017-2018). It would be a big time saver to just click "duplicate" and have it copy all the details to the new deal instead of manually re-writing everything.

                                        30 votes
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                                          0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                        • tag people @

                                          ability to tag people from your organisation within a note...

                                          ie @viv I have called Simon, wants to wait until EOFY

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