Zendesk Sell Ideas

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  1. Improve notes/texts formatting

    Within the past week you added a function to edit notes/texts but the formatting is all messed up now. Everything seems to be single spaced and you can't break up your notes properly so it just appears as one massive block of text. Even if I try and separate my notes using 'enter' to break it into paragraphs it gets reverted back to single spacing automatically when the note is saved. Is there a way to go back to the old format from a week ago?

    1 vote
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      0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
    • add a contact

      When adding contacts from the "untracked emails" area, it imputs the last name with a comma in the first name box. Please see if having the first name input in the first name box and the last name input in the last name box.

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

        Hello Courtney,

        We tested this out and it should work correctly, pulling in the first name into the First name field and the last name from the email into the last name field.

        Can you try another one and let us know if you are still running into any issues. If you need any further help just send us an email at support@getbase.com

        Thanks
        Mark

      • Please re-allow us to right click 'open in new tab' on the contacts/leads in the top right search bar

        Up until yesterday the 1st of February we were able to right click contacts in the top right search bar section, enabling us to multi task on base quite easily.

        When logging on today we have seen that you can no longer open leads up in a new tab from the top right search bar.

        Please amend this.

        1 vote
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          1 comment  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
        • Be able to search within Radius on maps on mobile

          Currently you can search by location for leads and contacts, but if they have a suburb or neighborhood as the address, maps sometimes won't pick it up (locality might be different on maps). Instead, have the functionality to search within a certain radius so whenever we are visiting a certain location, we can see all the leads that are nearby regardless of how their address is inputted.

          3 votes
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            0 comments  ·  Interface improvement  ·  Flag idea as inappropriate…  ·  Admin →
          • Change my base calling number

            Hi, Would I be able to change my base phone number?
            Thanks

            Raju

            1 vote
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              0 comments  ·  Voice  ·  Flag idea as inappropriate…  ·  Admin →
            • Cell Phone Carrier Integration for Automatic Call Logging

              Offer integration with phone carriers (e.g. Verizon, ATT, etc.) to display all calls to and from an account regardless of if they were made through the app. This was a feature offered by a CRM that I switched from and is the only reason I am still paying for two CRM systems.

              3 votes
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                0 comments  ·  Flag idea as inappropriate…  ·  Admin →
              • A way to import directly to Base

                Would be nice to add list to your data base instead of having to email them or to have both option

                1 vote
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                  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                • customer support by phone

                  would be nice to have a customer support by phone even if there was a cost to it and they should be located in the United States

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

                    Hi Bruce,

                    We already have US based support avaliable. You can give us a call at +1(855) 976-9550. We’re available by phone Mon-Fri 9am-5pm CST, and we’d be happy to help out.

                  • Leads Order

                    My preferred way to view my leads is to have them in most recent action items in descending (most recent) order. It would be nice if there was a way to make this a default view rather than changing it each time. Perhaps it is, but I haven't found it. Thanks

                    1 vote
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                      0 comments  ·  Leads  ·  Flag idea as inappropriate…  ·  Admin →
                    • inventory management choose be add in product

                      should be easy if we can add or remove product in our stock to manage inventory in the same app

                      1 vote
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                        0 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →
                      • Allow contacts to have multiple emails they send and receive from and track them all in ONE CONTACT | Custom Field not solution, not syncing

                        Many customers have email aliases or person emails they use to ineract with me. Agile CRM has this capability, please look how they do it. The Custom Field for Email 2 or Second Email or whatever we choose to call it is not a syncing field for emails, thus not very helpful.

                        Allow contacts to have multiple emails they send and receive from and track them all in ONE CONTACT | Custom Field not solution, not syncing

                        3 votes
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                          1 comment  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →

                          Hi there!

                          The emails from the emails in these custom fields should absolutely sync over. As long as the custom field type is Email Address, emails to and from that address should sync over. If it is not, can you please reach out to support@getbase.com and we can help further troubleshoot?

                          Thanks!
                          Jo-Anne

                        • Setting up an email Draft option

                          Everytime I go back by mistake or I leave the page, the email disappeared. It's pretty annoying because sometimes you spend a lot of time writing an email for nothing at the end.

                          Could you please set up that?

                          Thank you so much!

                          1 vote
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                            0 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
                          • 1 vote
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                              0 comments  ·  Interface improvement  ·  Flag idea as inappropriate…  ·  Admin →
                            • emoji support

                              What is this 2004? emoji support please and thank you. I can't close deals without impressing people with my extensive use of cute imagines in emails.

                              1 vote
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                                0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                              • Allow multiple e-mails per contact

                                Many of my contacts use more than one e-mail address interchangeably. Base doesn't allow adding multiple e-mail addresses to one contact. One workaround that was suggested here was to add it as a custom field. However, this will not display e-mail correspondence with that e-mail address on the contact page/profile.

                                34 votes
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                                  4 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →

                                  Hi there!

                                  The emails from the emails in these custom fields should absolutely sync over. As long as the custom field type is Email Address, emails to and from that address should sync over. If it is not, can you please reach out to support@getbase.com and we can help further troubleshoot?

                                  Thanks!
                                  Jo-Anne

                                • In contacts, allow for refining by email

                                  Allow to refine contacts based on whether or not they have an email address or not

                                  1 vote
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                                    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Ability to delete fields when not needed

                                    Every time you import data and define a custom field it cannot be deleted
                                    This causes far to many obsolete fields in the database.

                                    Admin needs the ability to delete custom fields

                                    1 vote
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                                      0 comments  ·  Interface improvement  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Show last activity in Smartlists

                                      Smartlists have been a great improvement and the ability to show date of last activity is good, but what would be even better would be to be able to show the actual last activity in Smartlists.

                                      Instead of just showing the date, it would actually draw whatever the last note, comment, phone call etc from the contact or company's activity stream. This would allow Sales Managers to quickly at a glance see what their staff's activity has been over the last week, without needing to drilldown into each contact.

                                      3 votes
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                                        2 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Add a universal search button on the home screen on mobile

                                        You should add a small universal search "magnifying glass" to show up on any screen you are on for easy finding of deals and contacts. When you are deep within the app and want to find someone to make a call, you have to back up several screens to access to access the search menu

                                        1 vote
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                                          1 comment  ·  iOS Mobile Application  ·  Flag idea as inappropriate…  ·  Admin →
                                        • more info about new contact

                                          It would be great to see not only a name of a new contact but also a firm that new contact is working in.

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