Base Ideas

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  1. Link tasks and visits outcomes

    Some customers are asking to possibly create a task for a visit and as you register a visit outcome it automatically updates the task as finished.

    This can increase teams that plan and use tasks more intensivelly.

    2 votes
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      0 comments  ·  Visits  ·  Flag idea as inappropriate…  ·  Admin →
    • 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
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        0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
      • Please offer more document storage for purchase a-la-carte

        Offer a monthly charge to upgrade the storage, we used up the 2GB in two months and need to switch to another CRM now.

        1 vote
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          0 comments  ·  Document Repository  ·  Flag idea as inappropriate…  ·  Admin →
        • email send button tabindex priority

          When the email window is open and you hit tab it cycles through irrelevant buttons instead of going to send (ideally this would be first but it's not an option at all)

          Really just a creature comfort but it would be nice to have.

          1 vote
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            0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
          • Add Note to Contact OR Lead in Zapier

            In Zapier you can only add a note to a Lead OR Contact. Often when importing data from another source (Intercom, Drift, contact forms) you don't know if they are a) an existing contact, b) an existing lead or c) not in base. To stop creating duplicates you need to have a search item that searches for a contact or a lead and adds the note to the first one it finds or allows you to create a new contact or lead.

            3 votes
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              0 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →
            • DROP BOX

              We should be able to create a folder by ACCOUNT, DEAL or CONTACT
              We use the ACCOUNT option on Zoho which works well for keeping all documents related to a client account

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

                Gerne möchte ich sämtliche meiner Adressen auf Papier drucken, wie geht das? Gerade unterwegs mit schlechter Verbindung und Mobiltelefon am Ohr resp. kleinem Bildschirm wäre das Arbeiten so vereinfacht.

                1 vote
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                  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                • More data fields for 3rd party integrations

                  We want to use Grow for our dashboards, but it is very limited what data Zendesk Sell releases to 3rd party integrations. Take, for example, the Grow integration for Zendesk Sell and Deals-All Time. Zendesk Sell only releases:
                  - Creted At
                  - ID
                  - Name
                  - Value
                  - Last Activity At
                  - Owner Name
                  - Creator Name
                  - Last Stage Change Owner Name
                  - Stage Name
                  - Source Name

                  Why not share all data, which are also Export-able in the regular Export feature in Zendesk Sell? This suggestion is to openly share these data, such that we do not have…

                  3 votes
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                    0 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →
                  • Significantly improve customer service

                    Add a 1-800 number on the site to enable immediate access to assistance for customers. Response time to the ZenDesk ticket system is terrible. I have submitted 4 tickets in the past 4 days and have yet to receive a response. Is the ticketing system broken? Or is Base just severely understaffed?

                    1 vote
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                      0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
                    • Change the present 2019 Zendesk Sell color scheme OR allow us to change the layout colors

                      Can you please reconsider the present color scheme for Zendesk Sell layout? It is the worst. Who decided on light goldenrod with dark turquoise? Really?

                      Another follow up idea would be to allow us to customize the color scheme on our own(company colors) or choose from different layouts/color schemes provided.

                      3 votes
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                        1 comment  ·  Flag idea as inappropriate…  ·  Admin →
                      • Return to previous functioning - see all emails with associated contacts for a deal

                        Base used to have the feature that all emails from contacts associated with a deal will show when you click on the deal profile. Now, you can only see emails when you click on an individual contact. is there a setting to change this back to viewing all emails associated all contacts with the deal?

                        1 vote
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                          0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                        • Video and Image Straightening

                          When i take photo/video with android mobile device, with device vertical, and upload the photo/video, they are horizontal on desktop with no way to rotate unless I download onto pc. Change this so uploads maintain vertical stance.

                          1 vote
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                            0 comments  ·  Android Application  ·  Flag idea as inappropriate…  ·  Admin →
                          • Scheduled emails

                            Could scheduled emails be added?

                            1 vote
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                              0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
                            • email sync button

                              In the communication center, I'd love to see a button "Sync now". Sometimes, like right now, an email just popped into my inbox. But when I pop into the communication center it says "Synced 3 minutes ago" which means I have to sit here and wait for it to sync again.

                              A button to initiate a sync at a time like this would be very useful.

                              1 vote
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                                0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
                              • Collaborators: Edit, bulk reassign & Automated Actions

                                It would be awesome if the Collaborators feature could be shown a little bit more love, as it could be incredibly useful!

                                - The ability to edit Collaborators directly via lists in Contacts & Deals (currently you have to click through into the Contact/Deal card to change this field

                                - The ability to bulk re-assign Collaborators via lists in Contacts & Deals, as you can with "re-assign Owner"

                                - Automated Actions to include Deal Collaborators as an option (as Deal Owner is currently)

                                Thanks so much, as always!

                                1 vote
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                                  0 comments  ·  Collaboration  ·  Flag idea as inappropriate…  ·  Admin →
                                • Universal Email and Text Templates for all users.

                                  Its a pain entering email templates for each and every user. A centralized database for email and text templates for all users to utilize.

                                  1 vote
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                                    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
                                  • twilio

                                    Give us access to Twilio API *OR* integrate SMS / calls in your own API to automate calls and texts by code

                                    3 votes
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                                      0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Users working in teams (divided into teams)

                                      In our company we have users involved in new business divided into teams. It would be very useful to allow users from one team to access all contacts and deals from this team but not from other teams. Now user can only have accees to either his own contacts or all contacts which doesn't work for company has different teams / depts working on new business.

                                      3 votes
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                                        0 comments  ·  Collaboration  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Ability to Export or Print mailing labels

                                        We need an easy way to print mailing labels.

                                        1 vote
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                                          0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Need to be able to customize reasons for "Unqualified"

                                          Your options for why a prospect is not qualified do not fit my use case. I want to be able to create my own.

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