Base Ideas

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  1. 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 →
    • 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
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        0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
      • 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
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          0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
        • 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
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            0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
          • 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
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              0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
            • 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
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                0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
              • when entering contacts can it automatically update in my Iphone

                when entering contacts can it automatically update in my Iphone

                1 vote
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                  0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
                • BATCH EDIT FIELDS & TAGS

                  LET ME GUESS LOW DEMAND?

                  1 vote
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                    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
                  • 1 vote
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                      0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
                    • Have the Smartlist categorize by Company, not Contact

                      When working on our contacts, the smartlist filters by the Contact. We work in Industry where the key-employees can change. Deals are associated by Company and then Client. It would be nice if the Smartlist reflected that as well.

                      1 vote
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                        0 comments  ·  Contacts  ·  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 →
                          • 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 →
                            • A 'person' hierarchy structure to manage variations of multiple companies/deals and to facilitate GDPR reporting

                              Being able to manage company and deal variations linked to a unique contact (i.c. for persons)
                              Currently we have created 'duplicated person' accounts to manage deals where a person was involved when working for company A. The person moved on to another job at company B and (s)he was again involved in a new deal for company B. So, a unique person has 2 email addresses which are linked to different companies and. as a result, different deals.

                              Also, from a GDPR perspective being able to answering gdpr requests by pulling reports from unique contact ID/Name with all its variants…

                              4 votes
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                                0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
                              • Company name from email domain

                                If a company has been created with at least one contact with an email address, when adding new contacts from Communication tab, then company field could be automatically populated from that email domain if a match.

                                1 vote
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                                  0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
                                • Moving Contacts back to Leads

                                  When first starting out, I entered a bunch of leads under "Contacts" because I didn't realize the difference. Now that I know, I want my Leads/ Contact lists to be correctly organized so I need to move those "Contacts" back to "Leads" and I'm not seeing a way to do that.

                                  1 vote
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                                    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Filter ranges

                                    When making smart lists and such it would be great if you could add ranges. For example we have added values for number of employees and annual revenue on all companies in our database. Would be great to make lists depending on ranges in those numbers.

                                    3 votes
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                                      0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Add T12 Revenue to Contact Field

                                      It would be nice to be able to easily track client value in a measurable way through the won deals in the last 12 months.

                                      I would be able to better prioritize my time based off of this as well.

                                      1 vote
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                                        0 comments  ·  Contacts  ·  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 contacts

                                          Base's interface changed and I am no longer able to add a contact, just search for contacts. Please advise how I can add a contact

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