Zendesk Sell Ideas

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  1. Quickly Update all overdue tasks

    Easily select multiple tasks in the Task view and update the date quickly rather than going into each task individually (a time-suck).

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    0 comments  ·  Tasks  ·  Flag idea as inappropriate…  ·  Admin →
  2. Too much wasted space

    New widgets take up too much room. Would be nice to be able to make them more compact with less wasted space (specifically for the task list).

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    0 comments  ·  Dashboard  ·  Flag idea as inappropriate…  ·  Admin →
  3. Add Meta Data Notes Section in Sales Pipeline

    Using Pipeline as an example ;This would allow the definitions of each stage to be and remain available in the Sales Pipeline section so all users can manage appropriately.

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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  4. Wrong currency symbol in Edit-Appointment-Dialogue

    After double-clicking an appointment in the calender view the edit mask opens: the Deal-Badge at the right side (below the attendees badge) shows the deal value with a currency prefix symbol.
    Im my case: I have EUR (€) everywhere but there it still shows USD ("$") in front of the right EUR-Value.

    screenshot can be provided if needed for bugfix.

    Best,
    Manuel

    1 vote
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    0 comments  ·  Appointments  ·  Flag idea as inappropriate…  ·  Admin →
    started  ·  Rafal Ociepa responded

    Hi Manuel,

    Thanks for bringing this to our attention!
    We’re working to address this as soon as possible.

    Best regards,

  5. Call List

    I love the call list, but I wish I could view my call list on the mobile app! Being able to access my call list would allow me to make phone calls on the go, in between meetings. I could prep for the next day's travels and have a clear targeted call list.

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    0 comments  ·  iOS Mobile Application  ·  Flag idea as inappropriate…  ·  Admin →
  6. 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.

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    0 comments  ·  Interface improvement  ·  Flag idea as inappropriate…  ·  Admin →
  7. Task calendar UI improvement

    The calendar that comes up when adding a Task would be much more helpful if it was more of a scrolling calendar rather than limited to the current month. For instance, in other programs I'm using, the calendar looks like this when adding a Task: http://i.imgur.com/t9bBXKJ.png

    I can clearly see all of May, and I can also see the following two weeks of June.

    It would also be helpful if the calendar in Base highlighted the current date. Both features are helpful when you're trying to plan something in the future.

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    0 comments  ·  Interface improvement  ·  Flag idea as inappropriate…  ·  Admin →
  8. 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.

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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  9. My search bar is minimized

    Hi, can you help me? My search bar on my laptop for Zendesk Sell is minimized and I can't type in things to search-but on my desktop it's ok.

    Please help

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    0 comments  ·  Search  ·  Flag idea as inappropriate…  ·  Admin →
  10. commisions

    commision calculations for quickbooks exports

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    0 comments  ·  Pipeline  ·  Flag idea as inappropriate…  ·  Admin →
  11. Lead Entry

    When entering information on the lead, you need to enable the reverse lookup based on the Zip Code alone. So, instead of entering City, then Zip Code, if someone just enters Zip Code, then it will populate the city and state automatically yet still allowing for the user to override the pre-populated fields.

    Otherwise, you need to rearrange the form to follow a City -> State -> Zipcode entry because I want to be able to type City [tab] State [tab] Zipcode.

    This would be very helpful. It would cut down on keystroke errors and effectively help with spelling of…

    1 vote
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    0 comments  ·  Web Form  ·  Flag idea as inappropriate…  ·  Admin →
  12. Account ownership

    When ownership of an account is changed, the ownership of all contact within that account should also change.

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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  13. Task Sorting -- FILTER on Owner (HIDE Deleted)

    Right now, I see the owner listed and it has so many with DELETED next to them. Set this to be able to filter and only search either ACTIVE or DELETED or BOTH when you need to. This would make this significantly cleaner and easier to use for larger organizations that have been with you long enough to have so many deleted users.

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    0 comments  ·  Tasks  ·  Flag idea as inappropriate…  ·  Admin →
  14. 1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  15. Customer detail page attached to landing page

    I could really use a page where I can store data on customers and what they commonly buy from me where I can store current and past pricing. I sell welding supplies and gases and I could benefit on storing those common buy items and part numbers. I'm not looking to track purchasing but a place to store what they buy and part numbers. We occasional have price increases so having access to seeing previous year pricing would be huge also.

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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  16. Tasks Management

    1. We should be able to see who set the tasks in the tasks and not have to search through notifications.

    2. We should have the ability to filter tasks for a specific date. For example, I should be able to select sept 23rd on a calendar to view tasks on that day without having to scroll through 500 other tasks.

    3. We should have the ability to prioritze tasks. Sometimes not all tasks will get done and some can wait a few days, but other tasks need to be done before lunch. So a way to mark a task…

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    0 comments  ·  Tasks  ·  Flag idea as inappropriate…  ·  Admin →
  17. Untracked email import

    "Add all as contacts" is a simpler CTA option.

    Importing Google contacts didnt work for me. You already have my hundreds of contacts this way, and users already know that this will work.

    Call me an idiot for "not getting it" but the other methods I tried using on your site to import contacts did not work. No data was found.

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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  18. Automatically pause music/itunes for voice

    A feature that Ringcentral had on their softphone that I kind of liked - which I THINK would be just a small addition - was the option to select "Pause music when calling" on the phone. This would automatically stop any music the computer was playing as soon as the call was dialed, and then automatically start it again after hanging up. Not really important but I thought it was cool so wanted to share the idea

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    0 comments  ·  Voice  ·  Flag idea as inappropriate…  ·  Admin →
  19. Mailchimp events

    Capture open and click events in contact/deal timeline.

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    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  20. 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?

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    0 comments  ·  Deals  ·  Flag idea as inappropriate…  ·  Admin →
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